modifed-newlayer

Author: Dineshtnjr

docs/Contacts/Contact-Delete.md

@@ -2,9 +2,12 @@
 
 This guide helps to **Delete a Contact in Doculan** helps you maintain a clean and accurate directory by removing unused or outdated entries. From the Contacts page, select the delete option next to the desired contact and confirm the action in the popup. Once confirmed, the contact is permanently removed from the system. This ensures your contact list stays organized and relevant.
 
+---
+
+
 #  Steps to Delete Contact
 
-1. Open the **Contacts** page to view all contacts.
+1. Navigate to **Contacts** page to view all contacts.
 2. Click the **Delete (trash icon)** next to the contact you want to remove.
 3. Confirm by clicking **Delete**.
 4. The contact will be deleted successfully.

docs/Contacts/Contact-Update.md

@@ -2,9 +2,11 @@
 
 This guide helps to  **Update a contact in Doculan** allows you to keep recipient information accurate and up to date. From the Contacts page, select the edit option, modify the required details, and save the changes. The updated information is instantly reflected across all workflows where the contact is used. This ensures smooth communication and prevents errors caused by outdated data.
 
+---
+
 #  Steps to Update Contact
 
-1. Go to the **Contacts** page to view existing contacts.
+1. Navigate to **Contacts** page to view existing contacts.
 2. Click the **Edit (pen icon)** next to the contact you want to modify.
 3. Update the contact details (Name, Email, Phone Number, etc.).
 4. Click **Save Changes**.

docs/Contacts/Contact_Create.md

@@ -2,18 +2,21 @@
 
 This guide helps to **Creating a Contact in Doculan** allows you to store essential recipient information for quicker form assignment and communication. Simply navigate to the Contacts section and we have to add contact, and enter the required details such as name, email, and phone number. Once saved, the contact becomes instantly available for use across forms and workflows. This ensures efficient management of your recipient directory.
 
+---
+
+
 
 #  Steps to Create Contact
 
-1. Open the **Doculan Dashboard** and go to the **Contacts** section.
+1. Navigate to **Doculan Dashboard** and then Click **Contacts** section.
 2. Click on **Add Contact**.
 3. Fill in all required details such as:
    - Full Name  
    - Email Address  
    - Mobile Number  
    - Other optional fields  
 4. Click **Add Contact** to save.
-5. The contact will be successfully created and stored in the system.
+5. The contact will be **successfully created and stored in the Doculan Storage.**
 
 **Screenshot1:**
 

docs/Document/Documents_Create.md

@@ -2,6 +2,9 @@
 
 This guide helps to **Create a document in Doculan** allows you to build professional, customizable files either manually or with AI assistance. You can edit text, apply formatting, adjust styles, and insert images or additional pages to structure your document effectively. Built-in spell check ensures accuracy before saving your work. Once completed, the document can be saved and exported in PDF format for secure use and sharing.
 
+---
+
+
 #  Steps to Create a New Document
 
 1. Go to **Doculan Dashboard → Documents → Create**

docs/Document/Documents_Upload.md

@@ -2,6 +2,9 @@
 
 This guide helps to **Upload a document to Doculan** allows you to securely store and manage files within the platform. Simply choose the appropriate storage path, select your PDF file, and upload it to the designated folder. This ensures your documents are centrally organized and easily accessible for future workflows. The process supports efficient document management and seamless retrieval.
 
+---
+
+
 #  Steps to Upload to Doculan Storage
 
 - Documents can be saved **locally** or in **Doculan Storage**

docs/Forms/Form-Delete.md

@@ -2,13 +2,16 @@
 
 This guide helps to **deleting a form in Doculan** is possible only when it has **no linked recipients or submissions**. Navigate to the Forms section, open the action menu, and choose Delete to remove the form permanently. A confirmation popup will appear, allowing you to verify the action before final deletion. This ensures that only unused or draft forms are safely removed from the system.
 
+---
 
 ##  **Step:1 Navigate to Delete the Form**
 
 - Forms can be deleted **only if no recipients are linked**
 > Forms with recipients or submissions **cannot be deleted**
-- Go to **Dashboard → Forms**
-- Click **Action → Delete**
+- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column.
+- Click **Delete.**
+
 
 **Screenshot1:**
 

docs/Forms/Form_Cancel.md

@@ -2,12 +2,15 @@
 
 This guide helps to how to **cancel a form in Doculan** when it is **no longer needed**. Walks you through navigating to the form, initiating the cancellation, confirming the action, and reviewing the audit trail for tracking. It ensures you can safely stop a form workflow with full transparency.
 
+---
+
 
 ## **Step 1:  Navigate to Cancel the Form**
 
 - Status must be **Sent**
-- Go to **Dashboard → Forms**
-- Click **Action → Cancel**
+- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Locate the **form** and click the **⋮ (three-dot) icon** under the Actions column.
+- Click **Cancel.**
 
 **Screenshot1:**
 
@@ -39,8 +42,10 @@ A confirmation popup appears with details.
 <!-- **Screenshot4:** -->
 # **Step 3: Audit Trail**
 
-- Click **Audit Button** 
-- Check the timesheet from the audit trail.
+- Navigate to the **Doculan Dashboard and click Forms.**
+- Locate the required **form** and click the **⋮ (three-dot) icon** under the **Actions column.**
+- From the Actions menu, you can perform the below operations:
+- **Audit** – We can check the timesheet from the audit trail.
 
 <img src="screenshots\Forms\Form-Cancel4.png" alt="Step 4 — Cancel the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 

docs/Forms/Form_Clone.md

@@ -2,13 +2,16 @@
 
 Cloning a form in Doculan lets you **instantly duplicate any existing form** and **reuse its structure without rebuilding it**. After cloning, you can review the details, add recipients, and send it just like a new form. This feature makes repeating form workflows faster and more efficient.
 
+---
+
 ##  **Step1: Navigate to Clone the Form**
 
-- Go to **Dashboard → Forms**
-- Click **Action → Clone**
+- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Locate the **required form** and click the **⋮ (three-dot) icon** under the Actions column.
+- Click **Clone** and form will be cloned  
 - Review & click **Send Form**
-- Add recipients again and send
-- All the steps are same as like Create and Send Form, As we already seen in [How to Create and Send Forms ](Form_Create.md)
+- Add **recipients again and send**
+- All the steps are same as like Create and Send Form, As we already seen in [How to Create and Send Forms?](Forms/Form_Create.md)
 
 >  Forms can be cloned even if they are **Completed, Cancelled, Resent, or Expired**
 
@@ -22,10 +25,12 @@ Cloning a form in Doculan lets you **instantly duplicate any existing form** and
 
 # **Step 2: Audit Trail**
 
-- Click **Audit Button** 
-- Check the timesheet from the audit trail.
+- Navigate to the **Doculan Dashboard and click Forms.**
+- Locate the required **form** and click the **⋮ (three-dot) icon** under the **Actions column.**
+- From the Actions menu, you can perform the below operations:
+- **Audit** – View detailed submission logs and activity history.
 
 **Screenshot2:**                                                                                                                                                                                                                                                                    
-<img src="screenshots\Forms\CloneForm-Audit.png" alt="Step 2 — Clone the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
+<img src="screenshots/Forms/CloneForm-Audit.png" alt="Step 2 — Clone the Form" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
 
 The above **Screenshot** represent that **Audit Workflow of Clone Form.** 

docs/Forms/Form_Create.md

@@ -3,13 +3,18 @@
 This guide explains the complete process of **creating a form, sending it to users, capturing their submissions, and reviewing the collected data**. 
 Follow the step-by-step instructions to manage your form workflow efficiently.
 
+---
+
 ##   **Step 1: Navigate to Create the Form**
 
-- Go to the **Forms** page.
-- Upload a **logo** (optional).
-- Enter **Form Title** and **Form Description**.
-- Select the **folder path** to store submitted data.
-- Drag and drop required fields: 
+- Navigate to the **Doculan Dashboard**. Click **Forms** from the main menu. 
+
+- Click the **Create New Form** button to manually design a form, or select **Generate with AI** to automatically create a form using **AI**.
+
+- For manual form creation, click the **Create New Form** button to proceed.
+
+- We have to Upload a **logo** (optional). Enter **Form Title** and **Form Description**.
+- Select the **folder path** to store submitted data. Drag and drop required fields: 
 
 | Field Type        | Description |
 |------------------|-------------|
@@ -40,7 +45,7 @@ Follow the step-by-step instructions to manage your form workflow efficiently.
 - Click **Send Form**
 - Add **recipient name & email**
 - Set **validity date** & **reminders**
-- Drag & drop the **form link** into the email body
+- Drag & drop the **Form link** and **Fullname** into the email body
 - Click **Send**
 
 **Screenshot1:**
@@ -77,13 +82,15 @@ Follow the step-by-step instructions to manage your form workflow efficiently.
 ---> The above **Screenshots** represent that how to Complete **otp verification** and **fill the form** and download the responses in **PDF Format**
 
 #   **Step 4: Navigate to Review Submissions**
+To review and manage form submissions in Doculan, follow the steps below:
 
 - Form status changes to **Completed**
-- Navigate: **Dashboard → Forms**
-- View actions under **Actions menu**:
-  - **Audit** – view submission logs  
-  - **View** – check individual submission
-- **Download all submissions as CSV**
+- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Locate the required form and click the **⋮ (three-dot) icon** under the **Actions** column. 
+- From the Actions menu, you can perform the following operations:
+  - **Audit** – View detailed submission logs and activity history.  
+  - **View** – Review individual form submissions.
+- Download all form submissions in **CSV format** for reporting or offline analysis.
 
 **Screenshot1:**
 

docs/Forms/Form_Document_Storage.md

@@ -2,14 +2,17 @@
 
 This guide explains **how to access single submissions, overall form responses, and specific recipient details**. You can quickly view, download, and manage all attachments stored securely in Doculan Storage.
 
+---
+
 ## **Step1: Navigate to view  Single Submitted Form with Attachment**
 
 
 - All forms and files are stored in the **Doculan Storage**
 - You can **view, download, and print** submissions(Forms) & attachments(pdf, word, etc...)
-- Go to **Dashboard → Forms**
-- Click **Action → Details**
-- We can see the Submitted Form with their Attachment  
+- Navigate to the **Doculan Dashboard** and click **Forms.**
+- Locate the required form and click the **⋮ (three-dot) icon** under the **Actions column.**
+- We have to click **Details**, then
+- We can see the **Submitted Form with their Attachment.**  
 
 
 **Screenshot1:**
@@ -24,9 +27,10 @@ This guide explains **how to access single submissions, overall form responses,
 
 ## **Step2: Navigate to view  Overall Submitted Form with Attachments**
 
-- Go to **Dashboard → Forms**
-- Click **Action → Details**
-- We can see the Submitted Forms with their Attachments  
+- Navigate to the **Doculan Dashboard** and **click Forms.**
+- Locate the required **Primary form** and click the **⋮ (three-dot) icon** under the Actions column.
+- We have to click **Details**, then
+- We can see the **Submitted Forms with their Attachments.**  
 
 **Screenshot1:**
 
@@ -40,8 +44,9 @@ This guide explains **how to access single submissions, overall form responses,
 
 ## **Step3: Navigate to view Specific Recipient in Overall Submitted Forms with Attachments**
 
-- Go to **Dashboard → Forms**
-- In **Specific Recipient** Form, then Click **Action → Details** 
+- Navigate to the **Doculan Dashboard and click Forms.**
+- Locate the **Specific Recipient form** and click the **⋮ (three-dot) icon** under the **Actions column.**
+- We have to click **Details**, then
 - We can see the **Specific Recipient's Submitted Form with their Attachment** 
 
 **Screenshot1:**