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6. Click Finalize Document in the popup window.

📎 Add Attachments to Your Document or Combine Files into One PDF

Add

Attachments

to

Your

Document

or

Combine

Files

into

One

PDF

👤 Replace a Signer After Sending a Request for Signatures

1. Select your Sent Folder on the left side of the Dashboard.

   

2. Click the title of the document that you want to change out the signer.

3. Select Manage & Audit.

   

4. Look for the Signer Actions button beside the signer that needs to be replaced.

   

5. Click Reassign Email Address. Enter the email address of the new signer. Then, click Next.

   

6. At the Confirmation Reassignment screen, click Confirm.

   

7. The Signer has now been changed.

   

📁 Add a Document to a Folder

1. (Optional) If the folder needs to be created:

   1. Hover over Folders and click the gear that appears in the right corner.

   2. On the Manage Folders screen, select New Folder in the top right corner.

   3. Type the name of the folder in the Create New Folder section.

   4. Click Create. Then, you will be able to see the folder under Folders in the lefthand column.

2. If the folder already exists or is a Team folder:

   1. Search for the document on the Dashboard.

   2. Click the document to highlight it in blue.

   3. Select the folder that you want to add it to in the Folder dropdown. Note: For a Team folder, click Show All Folders to see it in the list.

   4. Click Ok at the prompt. Note: This only shows for Team folders, which are owned by the NCSSM Organization.

      

↔️ Access Documents from Google Drive with DocHub

1. Go to Google Drive either through the launcher icon or directly at http://drive.google.com.

   

2. Select the document that you want to import to DocHub, then Open With > DocHub - View, Edit & Sign PDFs.

3. This will upload the document and take you to the Edit Screen as shown below.

   

4. Edit the document.

5. Click on the right at the top right corner of the editing screen. Then, select Download/Export.

   

6. Continue from Step 3 of Export Your Documents To Google Drive. Note: You have a choice to create a copy or update the existing file.

🔻 Export Your Documents to Google Drive

1. Either look in your Sent or Document box for the document you want to open and right-click the title.

2. Select Actions > Download/ Export.

3. You will the screenshot below. Select Google Drive.

   
4. 

   Content: Select Download or Audit Trail.

5. If this screen says A version of this document exists in your Google Drive, then your document is successfully linked to a file within your Google Drive.  Note: If the file doesn't exist in Google Drive, then after you've exported a copy of the document to Google Drive, the document should become linked to that export, and the screen should update to say A version of this document exists in your Google Drive.

   1. Discard Association—Removes DocHub's link with the existing version it found within Drive but not the file itself.

   2. Locate in Drive—Select this to the file in Google Drive so it can update the version of it.

6. (Optional) PDF Options:

   1. Rasterize pages—Renders all embedded page content as images

   2. Flatten fields—Embed all content in those fields to the page so that no one can edit them further

   3. Certify Document—Embeds an Adobe-compliant digital signature that certifies the creator of any signatures in your document and assures the document has not been altered after signing.

   4. Password Protect—Add password encryption to your downloaded PDF

7. Save As options:

   1. Update existing with revision—This will save a new revision of the file in the same location of your Drive. Note: Google saves previous versions of the file. To access older versions of a document, right-click on the file from within Google Drive and choose Manage Versions.

   2. Create new copy—Creates a new copy of the document. You may set your destination folder in Where and edit the file name in File Name.

8. Where—Sets the destination directory within your Google Drive to export the file. 

   1. Click on Edit if you'd like to select a subfolder as the target directory.

9. (Optional) File Name—Edit the name of your PDF. Note: This will only edit the name of the PDF being exported to Drive and won't affect the name of your document in DocHub. 

10. Click the Export to Drive button.

📄 Create a Template

1. Click Templates on the left side of the Dashboard. Note: The New Document button becomes New Template and turns yellow.

   

2. Click New Template near the top left.

3. Do one of the following:

   1. Drag a document to the upload area or click Upload to select a document from your computer.

   2. Select Your DocHub to use a previously signed document. You may add new fields to it.

   3. Select Google Drive to upload a document from Google Drive.

   4. Select URL and type the web address of a document to import it into DocHub.

   

4. Click Edit Template in the right corner.

   

5. Click Manage Fields which isin the top left corner, to the left of the printer icon.

   

6. Set the roles for each type of signer in the Who Should Complete this document? field on the People tab in the right panel.

7. Add fields to your document.

   1. Click the field button you want to add and place it where you want it to go. Note: You can unselect the button by hitting the arrow button or pressing the Escape key.

8. Assign a role to each field.Click each field to see the pop-up (shown below) to assign them.

   

9. Click Fill a Copy. You now have three options:

   1. Fill a Copy (Only You)—This lets you fill out the template as if you were a Signer. This is the same process as Signing a Document.

   2. Click the Fill a Copy button and then Send a Copy as a Sign Request to Send a Sign Request.

   3. Duplicate Template—This option creates another copy of the template.