Category
Documents
Document/Form Details
You can check the response status and completion of electronic documents sent to customers at a glance. The Document Box organizes all customers and provides a list containing Document Name, Customer Name, Completion Status, Sent Date, and Reply Date. You can quickly look up specific customers or documents through the search and filter features. 1. Document This is a space where you check and manage documents exchanged with customers. Document Status (4 Types) - Pending Send: Refers to the stageUnderstanding the Add and Edit Form Screen
1. Adding a Template You can utilize existing templates or create your own brand-new format. 1) Select the ‘+ Add Template’ button in the top right corner of the [Documents] menu. 2) Choose which type of document template you want to add. Template Type Description E-Document A format used when creating general documents such as consent forms and notices. Intake Form A questionnaire-style document format used to collect customer information. Note A recording-style document format used to write do