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Create a Form

1. Click the plus icon (+) on Project Toolbar to open the 'Create New Document' window.

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Tip

If you created the document with a DRAFT status, you can issue it to those addressed by clicking the Issue icon at the bottom of the document.  You can also Edit it and when ready click on Issue or click QuickCancel to Cancel and Remove this document (Nobody addressed will receive it).

Move Users Between Action and Info

We have added an option to quickly move users between Action and Info via the address book. 

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