Forms Library

January 16, 2023 - Improved Deals & Document Experience

Rechat is excited to announce that we've improved members’ experience when searching for and using Documents within Deals. Members can now search for, preview, and download documents without adding them to a deal. When a member selects "Download Forms," an improved document explorer opens. It allows members to select from the available document categories, search, preview, select, download, or email forms.