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Documents

Use this section to create Custom Documents that you will request from your clients through a flow. See more about flows here.

To create a Custom Document follow these steps:

  1. Select the Company > Go to Settings.
  2. Go to Documents.
  3. Click on + New Document' on the top right corner.
  4. Fill out the required information.

007 Document Request.png

Related to

  • Flows

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