Document FAQ/KB

Does the editor autosave, or do I need to save manually?
The document editor is designed to save your work automatically, so you never need to click a manual save button while editing. How Autosave Works E...
Mon, 26 Oct, 2026 at 8:15 PM
How do I set custom page size (Letter vs. A4)?
You can choose the page size of a document to match your preferred standard :  Letter or A4. This can be set while creating a new document, changed later fr...
Mon, 26 Oct, 2026 at 8:16 PM
Can I revert a document from "Lost" back to "Draft" or "Sent"?
No. Once a document has been marked as "Lost," it cannot be moved back to any other status, such as "Draft" or "Sent." This st...
Mon, 26 Oct, 2026 at 8:17 PM
How do I preview exactly what the recipient will see before sending?
Before sending a document to a client, you can preview it to see exactly how it will appear on their end. There are two ways to do this: a standard preview,...
Mon, 26 Oct, 2026 at 8:16 PM
Can I set a default expiry period (e.g., 30 days) for all new documents?
Yes. Instead of setting an expiration date for each document individually, you can configure a default expiry period that automatically applies to every new...
Mon, 28 Sep, 2026 at 4:19 PM
What happens to a document automatically when it hits its expiry date?
When a document reaches its expiry date, it automatically moves into the 'Expired' status. Your recipient will no longer be able to view or sign the...
Mon, 26 Oct, 2026 at 8:14 PM
Can I manually mark a document as "Won" without it going through Sent/Viewed first?
Yes. You can manually mark a document as "Won" without sending it to your client first. This is useful when a deal has already been approved offli...
Mon, 28 Sep, 2026 at 4:15 PM
How do I add page numbers to the footer?
Yes. You can add automatic page numbers to any document directly from the footer, so every page is clearly numbered for your recipient. Adding Page Number...
Mon, 28 Sep, 2026 at 4:15 PM
Can multiple team members edit the same document at the same time?
Yes. Zomentum supports real-time co-authoring, so you and your teammates can work inside the same document simultaneously. Any changes made by one collabora...
Mon, 28 Sep, 2026 at 4:15 PM