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Document Toolbar

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Document Toolbar

  1. DRAFT IT: This saves the prepared document as a draft and may be viewed at a later date from the DRAFTS
  2. CLEAR: This will clear all fields from the document to start fresh.
  3. DISCARD: This will delete the message entirely.
  4. VIEW PDF: This allows the sender to view the document as a blank PDF.
  5. SEND: After the document preparation is complete, the sender clicks the SEND button for the document to be sent to the signer(s).
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