Test contacts are used to test drive DealTap before using it with real clients. Any documents sent to a "Test Contact" will automatically be routed to your inbox so that you can see what they experience.
To use test contacts:
- Begin typing the word "Test__" in the people field to prompt the test contact options (test buyer, seller, tenant, etc).
- The document will populate with contact information.
- When you send the document to that specific Test contact, you will receieve and view the document as that recipient.