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How to set up document templates in Workforce
This video will go over how to build a document template In Workforce Premium and Elite from a PDF, send it to an employee, and complete it from the employee's view. 0:00 Intro 0:27 Where to upload a document and create a template 1:37 How to add a field to your template 1:54 How to send to a teammate 2:15 How to complete a document Learn more ...
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