Update Forms Content

Author: praveen-dp1412

docs/Forms/Form-Delete.md

@@ -1,15 +1,15 @@
 # How to Delete Form?
 
 This guide explains how to **delete a form in Doculan**. A form can only be deleted if it has **no linked recipients or submissions**.<br>
-To delete a form, navigate to the **Forms** section, open the Actions menu, and select **Delete** to permanently remove it. A confirmation pop-up will appear, allowing you to review and verify the action before final deletion.<br>
+To delete a form, navigate to the **Documents** section, select the **appropriate folder**, open the **form** Actions menu, and select **Delete** to permanently remove it. A confirmation pop-up will appear, allowing you to review and verify the action before final deletion.<br>
 This process ensures that only unused or draft forms are safely removed from the system, maintaining data integrity and compliance.
 
 ---
 
 ##  **Step:1 Navigate to Delete the Form**
 
 - Forms can be deleted **only if no recipients are linked**
-- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Navigate to the **Documents and select the appropriate folder**.
 - Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column.
 - Click **Delete.**
 
@@ -28,6 +28,6 @@ A confirmation popup appears with details.
 
 **Screenshot 2:**
 
-<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;">
+<img src="screenshots\Forms\Form-Delete1.png" alt="Step 2 — Delete the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 
 > The above **Screenshots** represents that how to **Delete Form.**

docs/Forms/Form_Cancel.md

@@ -9,13 +9,13 @@ This process ensures you can safely stop a form workflow with full transparency
 ## **Step 1:  Navigate to Cancel the Form**
 
 - The form status must be **sent** to proceed with cancellation.
-- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Navigate to the **Documents** and select the **appropriate folder.**
 - Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column.
 - Click **cancel** to stop the form workflow.
 
 **Screenshot 1:**
 
-<img src="screenshots\Forms\Form-Resend.png" alt="Step 1 — Cancel the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
+<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;">
 
 
 ---
@@ -29,12 +29,12 @@ A confirmation pop-up will appear with the cancellation details.
 - Click **Confirm** to proceed with the cancellation.
 
 
-<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;">
+<img src="screenshots\Forms\Form-Cancel1.png" alt="Step 2 — Cancel the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 
 
 > Check the **status** after the form is **cancelled.** 
 
-<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;">
+<img src="screenshots\Forms\Form-Cancel2.png" alt="Step 3 — Cancel the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 
 >The above **Screenshots** represents that How to **cancel the Form.**
 
@@ -43,11 +43,11 @@ A confirmation pop-up will appear with the cancellation details.
 <!-- **Screenshot4:** -->
 # **Step 3: Audit Trail**
 
-- Navigate to the **Doculan Dashboard and click Forms.**
+- Navigate to the **Documents and select the appropriate folder**.
 - Locate the required **form** and click the **⋮ (three-dot) icon** under the **Actions column.**
 - From the Actions menu, you can perform the following operations:
 - **Audit** – View the detailed activity log and timeline from the audit trail.
 
-<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;">
+<img src="screenshots\Forms\Form-Cancel3.png" alt="Step 4 — Cancel the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 
 >The above **Screenshot** represent that **Audit Workflow of Cancel Form.**

docs/Forms/Form_Clone.md

@@ -7,7 +7,7 @@ This feature streamlines recurring form workflows, saving time while ensuring co
 
 ##  **Step1: Navigate to Clone the Form**
 
-- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Navigate to the **Documents** and select the **appropriate folder.**
 - Locate the **required form** and click the **⋮ (three-dot) icon** under the Actions column.
 - Click **Clone** and form will be cloned  
 - Review the cloned form and click **Send Form**.
@@ -26,7 +26,7 @@ This feature streamlines recurring form workflows, saving time while ensuring co
 
 # **Step 2: Audit Trail**
 
-- Navigate to the **Doculan Dashboard and click Forms.**
+- Navigate to the **Documents and select the appropriate folder**.
 - Locate the required **form** and click the **⋮ (three-dot) icon** under the **Actions column.**
 - From the Actions menu, you can perform the following operations:
 - **Audit** – View detailed submission logs and the complete activity history.

docs/Forms/Form_Create.md

@@ -6,7 +6,7 @@ Follow the step-by-step instructions to efficiently create, send, manage, and an
 
 ##   **Step 1: Navigate to Create the Form**
 
-- Navigate to the **Doculan Dashboard**. Click **Forms** from the main menu. 
+- Navigate to the **Doculan Dashboard**. Click **Documents** from the main menu. 
 - Click **Create New Form** to manually design a form, or select **Generate with AI** to automatically create a form using **AI** assistance.
 - For manual form creation, click the **Create New Form** button to proceed.
 - We have to Upload a **logo** (optional). Enter **Form Title** and **Form Description**.
@@ -35,6 +35,14 @@ Follow the step-by-step instructions to efficiently create, send, manage, and an
 
 <img src="screenshots\Forms\CreateForm2.png" alt="Step 2 — Create the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 
+**Screenshot 3:**
+
+<img src="screenshots\Forms\CreateForm3.png" alt="Step 2 — Create the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
+
+**Screenshot 4:**
+
+<img src="screenshots\Forms\CreateForm4.png" alt="Step 2 — Create the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
+
 > The above **Screenshots** represent that how to create **form**
 
 
@@ -82,7 +90,7 @@ Follow the step-by-step instructions to efficiently create, send, manage, and an
 To review and manage form submissions in Doculan, follow the steps below:
 
 - Form status changes to **Completed**
-- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Navigate to the **Documents** and select the **appropriate folder**.
 - Locate the required form and click the **⋮ (three-dot) icon** under the **Actions** column. 
 - From the Actions menu, you can perform the following operations:
   - **Audit** – View detailed submission logs and activity history.  

docs/Forms/Form_Document_Storage.md

@@ -9,7 +9,7 @@ This guide explains **how to access single submissions, overall form responses,
 
 - All forms and files are stored in the **Doculan Storage**
 - You can **view, download, and print** submissions(Forms) & attachments(pdf, word, etc...)
-- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Navigate to the **Documents** and select the **appropriate folder.**
 - Locate the required form and click the **⋮ (three-dot) icon** under the **Actions column.**
 - We have to click **Details**, then
 - We can see the **Submitted Form with their Attachment.**  
@@ -27,7 +27,7 @@ This guide explains **how to access single submissions, overall form responses,
 
 ## **Step 2: Navigate to view  Overall Submitted Form with Attachments**
 
-- Navigate to the **Doculan Dashboard** and **click Forms.**
+- Navigate to the **Documents** and select the **appropriate folder.**
 - Locate the required **Primary form** and click the **⋮ (three-dot) icon** under the Actions column.
 - We have to click **Details**, then
 - We can see the **Submitted Forms with their Attachments.**  
@@ -44,7 +44,7 @@ This guide explains **how to access single submissions, overall form responses,
 
 ## **Step 3: Navigate to view Specific Recipient in Overall Submitted Forms with Attachments**
 
-- Navigate to the **Doculan Dashboard and click Forms.**
+- Navigate to the **Documents and select the appropriate folder**.
 - Locate the **Specific Recipient form** and click the **⋮ (three-dot) icon** under the **Actions column.**
 - We have to click **Details**, then
 - We can see the **Specific Recipient's Submitted Form with their Attachment** 

docs/Forms/Form_Resend.md

@@ -6,7 +6,7 @@ This guide helps to **resending a form** allows you to issue a fresh access link
 
 ##  **Step 1: Navigate to Resend the Form**
 
-- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Navigate to the **Documents** and select the **appropriate folder.**
 - Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column.
 - Click **Resend**, then 
 - Recipient receives a new access email  
@@ -16,17 +16,21 @@ This guide helps to **resending a form** allows you to issue a fresh access link
 
 <img src="screenshots\Forms\Form-Resend.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 
+**Screenshot 2:**
+
+<img src="screenshots\Forms\Form-Resend1.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
+
 > The above **Screenshot** represent that how to **Resend Form.**
 
 
 # **Step 2: Audit Trail**
 
-- Navigate to the **Doculan Dashboard and click Forms.**
+- Navigate to the **Documents and select the appropriate folder**.
 - Locate the required **form** and click the **⋮ (three-dot) icon** under the **Actions column.**
 - From the Actions menu, you can perform the below operations:
 - **Audit** – We can check the timesheet from the audit trail.
 
-**Screenshot 2:**
+**Screenshot 3:**
 
 <img src="screenshots\Forms\Form-Resend2.png" alt="Step 2 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 

docs/Forms/Form_Save.md

@@ -6,24 +6,24 @@ The **Save Form** option allows you to store a form without sending it, enabling
 
 ## Step-by-Step Instructions
 
-1. Navigate to the Forms section.
+1. Navigate to the **Documents** section.
 
-<img src="screenshots\Forms\Save_form.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
+<img src="screenshots\Forms\CreateForm1.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 
-2. Click Create Form and choose your preferred method.
+2. Click **Create Form** and choose your preferred method.
 3. Fill in the required form details and fields.
 
 <img src="screenshots\Forms\Save_form1.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 
-4. Click the Send Form dropdown option.
+4. Click the Send Form **dropdown** option.
 
 <img src="screenshots\Forms\Save_form2.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 
-5. Select Save Form instead of sending.
+5. Select **Save Form** instead of sending.
 
 <img src="screenshots\Forms\Save_form3.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 
-6. Click Save Form to store the form for future use.
+6. Click **Save Form** to store it in the selected folder.
 
 <img src="screenshots\Forms\Save_form4.png" alt="Step 1 — view all Docs" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">