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Document Settings
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Document Settings
Document Templates
Document Settings
Word Documents
PDF Forms
Document Naming Convention
Learn how to add variable names to your final document name such as a client name.
Document Settings
Duplicate Docs for Each Repeating Item
Learn what steps to take to generate a separate copy of a document for each item in a repeating item.
Document Settings
Word Documents
Code Curious?
Repeating Items
Displaying Documents
Learn how to hide the finalized documents from the workflow taker.
Document Settings
Customize Messages & Emails
Here’s how to customize all of the messages that are displayed in your workflow and in the emails that are sent.
Document Settings
Customization
Setting the Document Type
Here’s how to set your document type to output PDFs, Word Documents, or both.
Document Settings
Sharing Documents
Learn about the different ways to share the output documents that are outputted.
Document Settings
Sharing & Access Control