Document Tools

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Choosing Tools  gives you access to three actions.

Tools Menu

documents.Portal.Tools.png

 

1. Document Download: Allows the document data (i.e. PDF, Photos, JSON) to be downloaded.

 

2. Edit Document: Opens the Document Editor to update and edit previously submitted documents.

 

3. Send for Signature: Opens the Send Document for Signature page to enable a document to be sent for signature.

 

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