Using the Pipeline Page
- Updated On 11 Dec 2020
- 1 Minute To Read
The Pipeline page provides a card-based view of your documents. It lists documents based on status such as draft, internal approval, sent, completed, and declined. It displays documents in movable cards below each status.
To move a document from one status to the other:
- Click and drag a card (document) from one status to the other.
The card is moved to the other status.
You can organize your documents in folders. Refer to this article for information on how to organize documents in folders.