See every document for a customer
The Customers page lists each company you send to, with its documents, their status, the people involved and the last activity. Rename or merge customers to keep the list clean.
For sendersPlans: Free, Growth, Agency, Scale, Trial
What a customer is
A customer is the company a document is for. Plutosign sets it when you send a document, from the recipient's company. You can also pick it yourself with Set customer on a document, or for many documents at once from the bulk bar in Documents.
Find a customer's documents
- Open Customers in the sidebar.
- Search by name, or sort by last activity, name or most documents.
- Each row shows the number of documents by status (draft, out for signature, completed, declined or expired), the people on those documents, and the last activity.
- Click a customer to see their newest documents. A document that is out for signature names the person it is waiting on.
- Click Open in Documents to see the full list for that customer, with every filter and bulk action.
Rename or merge a customer
- Rename: open the row menu and click Rename. If another customer already has that name, Plutosign offers to merge the two instead.
- Merge: open the row menu and click Merge with another customer. Pick the customer to keep. Every document moves to it, and the other customer is removed. A merge can't be undone.
Renaming needs permission to create documents. Merging needs permission to delete documents. Owners and admins have both.