What’s new

• Modern, clean documents section — a refreshed look and feel within your transaction, with all existing functionality intact.
• Archive folder — drag and drop any document into the archive to tuck it out of the way without deleting it, then restore it anytime.
• Improved document forwarding experience.
• New Product Tours— a new addition to your app.
• Sign directly from the documents tab in a transaction — no need to navigate elsewhere to sign.
• New download option available right in the signing stage.
• Added clarity around the automated email feature, so you know exactly what’s being sent and when.
• Custom reordering of documents within an envelope.

How it works

• Open any transaction and head to the documents section — you’ll notice the cleaner layout right away.
• To archive a document, simply drag it onto the Archive folder and drop it in. It stays safely stored there until you drag it back out or restore it.
• Forward documents using the same steps as before, now with a smoother experience along the way.
• Check out the new product tours in your app’s menu.
• When it’s time to sign, do it right from the documents tab — no extra clicks required.
• During the signing stage, use the new download button to grab a copy of the document.
• Keep an eye on the automated email feature for clearer detail on what’s being communicated to your clients.
• Reorder documents in an envelope by dragging them into the sequence you want.

Why it matters

Real estate transactions move fast, and every extra click or moment of confusion adds friction. These updates are designed to cut that friction down: the archive folder means you can keep your documents section tidy without losing anything permanently, signing from the documents tab keeps you in one place instead of bouncing between screens, and custom envelope reordering means documents show up in the order that makes sense for your transaction — not just the order they were uploaded. Combined with clearer automated email visibility, you’ll always know what’s happening with your documents and when.

Ready to see it in action?

Log in to ClickContracts and explore these updates in your next transaction. As always, we’d love to hear what you think — your feedback shapes what we build next.