ADDING DOCUMENTS - click the "Add Document', across from the designated "Folder Name".Make sure you label yourself!ģ - Modifying Your Documents: Time to add, remove and edit the documents before we send it to your clients Role - a role determines what fields you and your clients can fill out and sign.Emails - are only required if you intend to send these documents through the " Host In Person" or " Dotloop E-Sign".When adding more than one person, on the same side, make sure they have their own idenities (emails and full names).
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