GENERAL USER
Docdown offers an easy creation process and an automated workflow to create professional, brand-consistent PDF files that your clients can fill directly into SmartVault.
To get started with Docdown:
Start your Journey with Docdown
Take the following steps and learn more about Docdown, create your first fillable PDF, and create and trigger a workflow to send documents to SmartVault.
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Create a Workflow to Send Docs to SmartVault |