Admin

Copy•Send Past Documents

01-14-2025
NOTE
You can only copy past documents that have been sent from the current document folder.

1. Copy and Send Past Documents

1. Go to the dashboard > [E-documents].

2. Click the [+ Past Documents] button at the top.

3. Select the sent document you want to copy. *Click the star icon on the right to add it to your favorites. You can easily send frequently used document templates by bookmarking them.

4. After reviewing the imported sent document, modify any necessary content and send the document.

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