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How to make a custom fillable word doc as a follow up from Encompass



1 comment

  • Ivan Guzman

    Is there a way to save the custom form after the signature edits so it’s ready for other users the next time and they don’t have to add all the checkboxes?

    Yes, you can set up and apply a custom follow up template, but this will only be saved for your profile. If you want this custom follow up at a global level (for all users in your organization) you can reach out to Blend Support to set it up.


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