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Account creation

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Creating a form

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Signing

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Setting Up Notifications

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Create a form using a template

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Creating a form
Generate a PDF preview

Generate a PDF preview

To generate a PDF preview, select “Generate PDF”. This will display the final document, including annexures and any uploaded customer files.

REISA Master Forms form details screen showing the Generate PDF button selected to create a PDF preview.

Add & edit annexures and files Mark a form as Ready status

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