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Drawloop - Automatically Attaching Completed Document Packages to a Record

Topic

How to automatically attach a completed document package to a record, Loop Storage, Box or other location.

Instructions

  1. Navigate to the desired DocGen Package.
  2. Select the desired Delivery Option and click Edit.
  3. Select "Require Document Storage".
  4. Choose the desired location under "Store As".
  5. Click Save.

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Version history
Revision #:
22 of 26
Last update:
‎09-13-2019 03:01 PM
Updated by: