Enter your email and password in the provided fields to access your account.
Navigate to the sidebar and select the Documents module.
Click Documents, then select the Create Document button.
Enter a name for your document in the Title field.
Specify the maximum number of clients, if required.
Upload the document file and click Next to proceed.
A customizable form will appear where you can add or remove fields as needed.
Fill in all required form fields and click Next to continue.
Add a signature box by clicking Add Field and selecting Signature.
Drag and drop the signature field to the desired location on the PDF.
You can add multiple signature boxes (for example, one for the client and one for the advisor).
After completing all steps, click Publish to finalize and upload the document to the system.
Notes: With the help of this video, you can create a document template.
Video Link: https://jam.dev/c/7c9e5c61-b1d9-4405-8cc3-1a51f12c7757
