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Working With Documents

  • Add a Note to Multiple Files at Once
  • Combining Multiple Documents into One
  • Creating Virtual Copies of Documents
  • How to Send Documents via DocuSign
  • Invite others to access files within a folder
  • Making Documents Publicly Accessible
  • Sharing Files with a Direct Link
  • Uploading a New Document
  • Using the Document Audit Trail Feature
  • Viewing all Public Documents in a Folder
  • Viewing and Editing Documents
  • Viewing the Status of Electronic Signatures

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