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Checklists for Creating Documents
Updated over a week ago

The steps you take to create a Document will vary greatly depending on the Document type and also its complexity. Below you will find two checklists you can use when building a Document, one for Basic Documents and one for Complex Documents.

Basic Document Checklist

A Basic Document may include general Questions or other Elements along with Signatures and Action Triggers.

Complex Document Checklist

A Complex Document may include Scoring, Stages, Stage Rules, Conditions, etc.

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