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Responding to a document

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How to open a document

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How to create a new document

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Related Documents

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Learn about how to view, create and respond to documents on the App.

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How to view a document list

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Understanding the document layout




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        Click Here >


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Image AddedUnderstand the Document Layout

         Click Here >


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Image AddedAdd a Title, Collaborators and Status

        Click Here >


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Image AddedAdd an Attachment

        Click Here >


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Image AddedRelated Documents

        Click Here >


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Image AddedSave and Close vs Save and Create New

        Click Here >


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Image AddedInsert Your Signature on a Form

        Click Here >



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Image AddedOpen a Document

        Click Here >


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Image AddedCreate a New Document

        Click Here >


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Image AddedAdd User Field Information

        Click Here >


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Image AddedMark Up an Attachment

        Click Here >


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Image AddedAssociate a Form

        Click Here >


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        Click Here >