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Merged Forms, contacts,documents, etc with E-Sign
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‎docs/Contacts/Contact-Delete.md‎

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# ✅ Steps to Delete Contact
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1. Open the **Contacts** page to view all contacts.
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2. Click the **Delete (trash icon)** next to the contact you want to remove.
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3. Confirm by clicking **Delete**.
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4. The contact will be deleted successfully.
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**Screenshot1:**
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<img src="screenshots\Contacts\Contact-Delete1.png" alt="Step 1 — Delete Contact" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot2:**
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<img src="screenshots\Contacts\Contact-Delete2.png" alt="Step 2 — Delete Contact" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshots** represent that how to **Delete Contact.**
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="screenshots\Thumbnail\DemoPics.png">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Delete.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Delete.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Delete.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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---> The above **Video** represent that how to **Delete Contact.**

‎docs/Contacts/Contact-Update.md‎

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# ✅ Steps to Update Contact
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1. Go to the **Contacts** page to view existing contacts.
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2. Click the **Edit (pen icon)** next to the contact you want to modify.
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3. Update the contact details (Name, Email, Phone Number, etc.).
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4. Click **Save Changes**.
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5. The contact information will be updated successfully.
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**Screenshot1:**
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<img src="screenshots\Contacts\Contact-Update1.png" alt="Step 1 — Update Contact" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot2:**
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<img src="screenshots\Contacts\Contact-Update2.png" alt="Step 2 — Update Contact" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshots** represent that how to **Update Contact.**
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="screenshots\Thumbnail\DemoPics.png">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Update.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Update.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Update.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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---> The above **Video** represent that how to **Update Contact.**

‎docs/Contacts/Contact_Create.md‎

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# ✅ Steps to Create Contact
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1. Open the **Doculan Dashboard** and go to the **Contacts** section.
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2. Click on **Add Contact**.
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3. Fill in all required details such as:
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- Full Name
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- Email Address
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- Mobile Number
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- Other optional fields
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4. Click **Add Contact** to save.
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5. The contact will be successfully created and stored in the system.
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**Screenshot1:**
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<img src="screenshots\Contacts\Contact-Create1.png" alt="Step 1 — Create Contact" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshot** represent that how to **Create Contact.**
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="screenshots\Thumbnail\DemoPics.png">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Create.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Create.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Create.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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---> The above **Video** represent that how to **Create Contact.**

‎docs/Document/Documents_Create.md‎

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# ✅ Steps to Create a New Document
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1. Go to **Doculan Dashboard → Documents → Create**
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2. Choose your preferred method:
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- ✍️ **Create manually**, or
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- 🤖 **Use AI to generate the document**
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3. Start writing or editing your text
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4. Format the document as needed:
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- Change **font styles & colors**
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- **Increase / Decrease** font size
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- Insert **images**, **logos**, or **pages**
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5. Doculan provides **spell check** to ensure accuracy
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6. Save the document (**PDF format only**)
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**Screenshot1:**
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<img src="screenshots\Document\Document-Create.png" alt="Step 1 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot2:**
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<img src="screenshots\Document\Document-Create2.png" alt="Step 2 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshots** represent that how to **Create a new Document.**
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="screenshots\Thumbnail\DemoPics.png">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Create.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Create.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="./video/https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Create.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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---> The above **Video** represent that how to **Create Document.**
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‎docs/Document/Documents_Upload.md‎

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# ✅ Steps to Upload to Doculan Storage
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- Documents can be saved **locally** or in **Doculan Storage**
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- If saving to Doculan storage:
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- Select the correct **folder path / storage path**
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- Upload the **PDF file**
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**Screenshot1:**
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<img src="screenshots\Document\Document-Upload1.png" alt="Step 1 — Upload to Doculan Storage
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" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot2:**
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<img src="screenshots\Document\Document-Upload2.png" alt="Step 2 — Upload to Doculan Storage
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" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshots** represent that how to **Upload Document.**
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="screenshots\Thumbnail\DemoPics.png">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Upload.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Upload.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Upload.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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---> The above **Video** represent that how to **Upload Document.**

‎docs/Forms/Form-Delete.md‎

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# ✅ **Steps to Delete the Form**
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- Forms can be deleted **only if no recipients are linked**
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> ❗ Forms with recipients or submissions **cannot be deleted**
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**Screenshot1:**
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<img src="screenshots\Forms\Form-Delete.png" alt="Step 1 — Delete the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot2:**
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<img src="screenshots\Forms\Form-Delete2.png" alt="Step 2 — Delete the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshots** represent that how to **Delete Form.**

‎docs/Forms/Form_Cancel.md‎

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# ✅ **Steps to Cancel the Form**
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- Status must be **Sent**
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- Go to **Dashboard → Forms**
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- Click **Action → Cancel**
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**Screenshot1:**
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<img src="screenshots\Forms\Form-Cancel.png" alt="Step 1 — Cancel the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot2:**
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<img src="screenshots\Forms\Form-Cancel2.png" alt="Step 2 — Cancel the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot3:**
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<img src="screenshots\Forms\Form-Cancel3.png" alt="Step 3 — Cancel the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshots** represent that how to **Cancel Form by step by step.**
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**Screenshot4:**
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<img src="screenshots\Forms\Form-Cancel4.png" alt="Step 4 — Cancel the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshot** represent that **Audit Workflow of Cancel Form.**

‎docs/Forms/Form_Clone.md‎

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# ✅ **Steps to Clone the Form**
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### Steps:
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- Go to **Dashboard → Forms**
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- Click **Action → Clone**
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- Review & click **Send Form**
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- Add recipients again and send
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- All the steps are same as like Create and Send Form, We already seen in [How to Create and Send Forms ](Form_Create.md)
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> ✅ Forms can be cloned even if they are **Completed, Cancelled, Resent, or Expired**
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**Screenshot1:**
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<img src="screenshots\Forms\Form-Clone.png" alt="Step 1 — Clone the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshot** represent that how to **Clone Form.**
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**Screenshot2:**
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<img src="screenshots\Forms\CloneForm-Audit.png" alt="Step 2 — Clone the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshot** represent that **Audit Workflow of Clone Form.**

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