Create Formula Field Button to Template for Signature - DocuSign
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Jerilyn Fawcett - Jeri's Accounting & Tax S
2015-05-14
It has been a very interesting experience, my first time doing my return with your company. I won't need to use your service any more, so please just bill me for this one time only. I'm 89 years old and closing down my accounting business @ 5/31/15.
Sean N.
2019-02-22
Nice to have
It's good to know that you can use something like this to fill out your documents. You can add and fill out any document you want.
It can be confusing when you are using it. We are using ours online and sometimes you have to wait to do what you want. I have a feeling that it can be faster.
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Browse to the Custom Office Templates folder that's under My Documents.
Click your template, and click Open.
Make the changes you want, then save and close the template.
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