Projects and Tasks
4 articles
How-To: Create And Send E-Signature Client RequestStreamline client onboarding with e-signature requests in Cone—create, send, and retrieve signed documents effortlessly
How-To: Create and send form client requestAutomate information collection with form client requests, enabling seamless data collection, and accessing information effortlessly
How-To: Create and send document upload client requestCreate secure document upload requests from clients. Clients upload files via portal, documents are centralized in Cone
How-To: Create And Work With Recurring ProjectsStreamline recurring projects with Cone templates—create once, reuse anytime for consistent client onboarding