This document describes the process for partners to set user language preferences. Zomentum currently supports the following languages: English ...
Fri, 14 Jul, 2023 at 12:21 PM
Status of the document refers to the current state that the document is presently in. There are different states of a document. 1. Draft A docum...
Tue, 28 Oct, 2025 at 4:51 PM
Zomentum allows both owner and recipients to chat on the document right from the document builder for sender and from the microsite for the recipient. O...
Wed, 13 Nov, 2019 at 3:54 PM
What is a Quote block? The Quote Block is a versatile entity and can be used to build quotes for a customer from within a Zomentum document. The block is ...
Fri, 21 Jun, 2024 at 5:30 PM
Table of content Document dashboard Document List Document Search engine Add Document Templates Filter Options Bulk Update Settings ...
Tue, 30 Mar, 2021 at 3:54 PM
The quote block is versatile and can be used to build quotes for a customer from within a Zomentum document. The block is a tabular representation of produc...
Fri, 12 Jan, 2024 at 2:41 PM
This article describes the process of setting up an automatic email reminder for documents. Automatic email reminders are used to chase external approva...
Fri, 19 Jul, 2024 at 7:33 PM
Sometimes you may find duplicate records of the same company created as separate clients in Zomentum. If you have no opportunities or documents u...
Mon, 30 Jan, 2023 at 5:21 PM
Due to limitations of the document text editor in Zomentum, the ‘right-click' context menu is used for editor-specific functions, e.g. table editing. ...
Wed, 13 Jul, 2022 at 2:24 PM
Once you have added at least two signature blocks and assigned recipients to them, you will be able to modify the order of the signees using the recipients ...
Tue, 25 Oct, 2022 at 7:24 PM
