Quick actions is a launcher in the top header that puts the tasks you perform most often one click away. Use it to send a document for signing or to create a contact, portal, prospect or task, from anywhere in your account.
1. Open the Quick actions launcher
Look for the "+" icon in the header at the top of any page, to the left of your profile picture and "Help" center. Click it to open the launcher.
2. Choose an action
Click the action you want to start:
Send for signing — upload a document and send it out for signature
Create contact — add a new contact to your account
Create portal — set up a new client portal
Send proposal — set up a new Proposal group if needed and send your proposal
Create task — create a task for you or a colleague
3. Complete the action
We take you straight to the relevant screen with the form already open, so you don't have to navigate the menus first. Fill in the details and save or cancel the action and close without creating anything.
Good to know
Quick actions works on every page, so you never have to return to Home or your dashboard to start a new task.
You'll only see actions you're allowed to perform. The list reflects your user permissions and your plan — if you can't create portals from the main menu, Quick actions won't offer it either. If something you expect is missing, speak to your account administrator