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  • Attaching documents to be used for Workflow
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  1. Under the 'Home' tab select 'Create a reusable template'
  2. Enter a name, drag and drop the file, then be sure to change any permissions as to who can use the template
  3. The next page is where you can add/edit/remove any fillable fields.  
  4. Once the form is saved you will now have it in your 'Templates' section under the 'Managed' tab
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