From the CRM IQ Documents dashboard you can track documents presented during prospect and resident workflows, such as new leases, renewals, one-off documents, and addenda documents. You can reach the Documents dashboard by selecting Documents from the Dashboards menu.

Use the Documents dashboard to quickly locate any outstanding actionable items on documents and to sign, countersign, or regenerate lease or non-lease documents where needed. The Documents dashboard helps you to clearly identify the next step that you need to take with a customer by offering Action selections for each document.

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