video1.0<iframe src="https://www.loom.com/embed/01686335928b456498da19a0dd1c6736" frameborder="0" width="1620" height="1215" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12151620Loomhttps://www.loom.com12151620https://cdn.loom.com/sessions/thumbnails/01686335928b456498da19a0dd1c6736-bfb301b1bf006bbd.gif45.8674In this video, I walk you through the process of creating and saving a new document, which is similar to saving an email. We need to fill out all the required fields before the security templates become available. Once we complete the agreements section, the document will be hidden from everyone except for us in NetDocs, with the exception of our NetDocs admins. Please make sure to follow these steps carefully to ensure proper document security. Let me know if you have any questions!