Connie is the central place to access all your contracts and documents. You can view documents within a specific project or see all documents across your account in one place.
How to view your documents
Video guide
View documents within a Project
Click Projects in the left-hand menu and open the Project you want to view.
Click Documents in the menu bar at the top.
You will see all documents within that Project.
View documents across your entire account
Click Documents in the left-hand menu.
You will see all documents across all Projects in your account.
Filter your documents
Both views support the same filters. You can filter by:
Status: Draft, pending, signed, expired, or rejected
Template: Filter by the template used to create the document
SignPage: Filter by a specific SignPage to see all documents collected through it
Date range: Filter by a specific period
To reset your filters at any time, click Reset filters.