All forms and reports are created as templates that you will choose when creating a new document.
To create a signable document follow the steps below.:
- Go to the Overview page
- Scroll down to the Documents section.
- Click Generate Report.
- Click PDF Report (unless you have a custom excel sheet)
- You will see all your custom forms along with Encircle standard forms.
Select a form and fill it in accordingly - It will appear in the list of documents after you save it.