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Configuring Document Library

Create New Library

  • Launch the iDialogue Admin app and select the Files tab.
  • Click on Libraries on the left menu and create a new library
  • Example new library name “Document Templates”
  • Click on Manage Members and add users or groups that will generate or eSign documents in the library

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Upload File

  • Select the document template library folder and click on “Add Files”
  • Upload any Microsoft Word document as a template.

Note: It’s recommended to use the Opportunity eSign Template provided on the Pacific Apps website

Go to Document Templates folder.

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Click Add files button.

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Click on Libraries and then Document Template folder and click on Upload File button. This will appear if the image fails to load

Click on Done button.

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View File Details

Click on template’s View File Details.

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