How to Add Legal Docs

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From the Tree View:

  1. Expand Setup
  2. Select Legal Doc Setup
  3. Select the Group in which the form should be stored
  4. Enter a document Name as a brief description for user reference
  5. BROWSE and select the locked document from your hard drive
  6. Then click UPLOAD

Note:

  • Legal Docs are documents locked from editing except within preset Form Fields. This way your users are only able to fill in the blanks and the integrity of the document is not compromised.
Legal Document Setup