video1.0<iframe src="https://www.loom.com/embed/42dc391926a04807a345a2b0eda0f86e" frameborder="0" width="1500" height="1125" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11251500Loomhttps://www.loom.com11251500https://cdn.loom.com/sessions/thumbnails/42dc391926a04807a345a2b0eda0f86e-8853de6a36e4a541.gif561.65In this video, I walk you through the process of setting up a customized document, such as a proposal or job information PDF. We start by logging into the admin dashboard and navigating to the app features, specifically the packets section, where you can edit or create new document packets for sales or service. I demonstrate how to customize various settings, including document fonts, footers, and e-sign tags. Once you've set up your document, remember to publish it for it to go live and be available for testing. If you have any questions or need assistance with e-sign tags, please feel free to reach out.