Document Hub is a secure method of transferring documents between you and your clients.
Your client's portal folder in HandiSoft Document Manager is used to:
Upload
Edit
View
Request signatures
Accessing the Document Hub via your web-based browser is used to:
View
Download
Download and sign
Upload
Message
Generally, the Admin user in your firm will access Document Hub from the browser to:
update the admin email address
company address
some template wording, and
the company logo.
Other users within your firm can access Document Hub functionality using HandiSoft Document Manager.
The following graphical representation illustrates the access points.
