Documents
How documents work
Create a document template for a form you use repeatedly.
Choose who signs it, whether a staff witness is required, and how long it remains valid.
Add the template content using the rich-text editor or a PDF overlay.
From a member profile, create a document from the template and send it for signing.
Review the document’s status in Documents or on the member’s Documents tab.
You can also upload an already signed document to a member’s record.

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