Forms Library

January 16, 2023 - Improved Deals & Document Experience

Rechat is excited to announce we've improved member's experience when searching for and using the 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 will open, allowing members to select from the available document categories, search, preview, select and download or email the forms.