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Q: How do I apply a template to multiple documents in ?

Under the Add Documents section at the top, select Upload &gt; Use a template. Check the box for each template that will be applied to the Envelope, then select Add Selected. will import all of the documents, fields, and recipients from all of the selected templates.

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4.0

I have enjoyed the security features and collaborative document sharing feature with electronic signature, which is crucial to reports in the medical field that are sent between departments safely with required documentation.

Stacey S

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What do you like best? Being able to bill my clients in a timely manner What do you dislike? The fact that you cannot delete entries all at once Recommendations to others considering the product: It's a great program to use when your clients need to be billed on 1 500 claim form What problems are you solving with the product? What benefits have you realized? Being able to bill my clients

Administrator in Medical Devices

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How do you create a fillable form in Word?

0:17 5:59 Suggested clip How to create fillable forms in Word — YouTubeYouTubeStart of suggested client of suggested clip How to create fillable forms in Word — YouTube

How do I organize documents in ?

Your account has a standard set of envelope folders, including: Inbox, Sent, Completed, Action Required, Drafts, and Deleted. To organize your envelopes, you can create folders and subfolders from the Agreements page. You can move items out of your general Inbox and Sent views by putting them into folders. Folders - Support Support https://support..com › guides › ndse-user-guide- Support https://support..com › guides › ndse-user-guide-

How do I create a bulk send list in ?

Send Forms to Multiple Recipients with Bulk Send Create a template. Prepare a document for bulk send using pre-existing templates or customize a template to meet your exact specifications. Choose an authentication method. Select required fields. Prepare recipient data. Run a test. Send. Send Forms to Multiple Recipients with Bulk Send - https://..com › blog › how-to-bulk-send-fo https://..com › blog › how-to-bulk-send-fo

How to create a contact list in ?

If your permissions include the ability to create personal contacts, you can add and manage them one at a time through your My Preferences > Account > Contacts view. Note: You can use the bulk import contacts feature to add up to 500 contacts at a time. Add, Edit, or Delete Personal Contacts - Support Support https://support..com › document-item Support https://support..com › document-item

How do I apply a template to multiple documents in ?

Under the Add Documents section at the top, select Upload > Use a template. Check the box for each template that will be applied to the Envelope, then select Add Selected. will import all of the documents, fields, and recipients from all of the selected templates.

How do I arrange documents in ?

No matter what order you upload your documents, as long as you have not yet sent the envelope, you can rearrange the order. From the Prepare view - In the Add Documents section, click anywhere on the thumbnail image of the document you want to move, and drag the file into the desired position. Reorder Documents - Support Support https://support..com › guides › ndse-user-guide- Support https://support..com › guides › ndse-user-guide-

How do I add folders in ?

You can create a folder hierarchy with as many subfolder levels as you need. Log on to CLM. Select Documents from the navigation header. Navigate to the place where you want to create a folder. Select File > Create > New Folder. Enter a name for your new folder. (Optional) Provide a description for the folder.

How to move documents in ?

CLM offers three distinct options for moving and copying documents: Cut, Copy, and Paste, Move / Copy, and Drag and Drop.