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Merge branch 'Muralidharan' of https://github.com/virtualansoftware/doculan-tutorials into Muralidharan
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‎docs/Contacts/Contact-Delete.md‎

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# ✅ Steps to Delete Contact
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1. Open the **Contacts** page to view all contacts.
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2. Click the **Delete (trash icon)** next to the contact you want to remove.
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3. Confirm by clicking **Delete**.
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4. The contact will be deleted successfully.
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**Screenshot1:**
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<img src="screenshots\Contacts\Contact-Delete1.png" alt="Step 1 — Delete Contact" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot2:**
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<img src="screenshots\Contacts\Contact-Delete2.png" alt="Step 2 — Delete Contact" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshots** represent that how to **Delete Contact.**
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="screenshots\Thumbnail\DemoPics.png">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Delete.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Delete.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Delete.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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---> The above **Video** represent that how to **Delete Contact.**

‎docs/Contacts/Contact-Update.md‎

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# ✅ Steps to Update Contact
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1. Go to the **Contacts** page to view existing contacts.
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2. Click the **Edit (pen icon)** next to the contact you want to modify.
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3. Update the contact details (Name, Email, Phone Number, etc.).
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4. Click **Save Changes**.
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5. The contact information will be updated successfully.
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**Screenshot1:**
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<img src="screenshots\Contacts\Contact-Update1.png" alt="Step 1 — Update Contact" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot2:**
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<img src="screenshots\Contacts\Contact-Update2.png" alt="Step 2 — Update Contact" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshots** represent that how to **Update Contact.**
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="screenshots\Thumbnail\DemoPics.png">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Update.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Update.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Update.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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---> The above **Video** represent that how to **Update Contact.**

‎docs/Contacts/Contact_Create.md‎

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# ✅ Steps to Create Contact
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1. Open the **Doculan Dashboard** and go to the **Contacts** section.
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2. Click on **Add Contact**.
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3. Fill in all required details such as:
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- Full Name
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- Email Address
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- Mobile Number
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- Other optional fields
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4. Click **Add Contact** to save.
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5. The contact will be successfully created and stored in the system.
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**Screenshot1:**
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<img src="screenshots\Contacts\Contact-Create1.png" alt="Step 1 — Create Contact" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshot** represent that how to **Create Contact.**
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="screenshots\Thumbnail\DemoPics.png">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Create.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Create.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Contact-Create.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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---> The above **Video** represent that how to **Create Contact.**

‎docs/Document/Documents_Create.md‎

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# ✅ Steps to Create a New Document
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1. Go to **Doculan Dashboard → Documents → Create**
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2. Choose your preferred method:
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- ✍️ **Create manually**, or
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- 🤖 **Use AI to generate the document**
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3. Start writing or editing your text
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4. Format the document as needed:
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- Change **font styles & colors**
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- **Increase / Decrease** font size
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- Insert **images**, **logos**, or **pages**
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5. Doculan provides **spell check** to ensure accuracy
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6. Save the document (**PDF format only**)
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**Screenshot1:**
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<img src="screenshots\Document\Document-Create.png" alt="Step 1 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot2:**
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<img src="screenshots\Document\Document-Create2.png" alt="Step 2 — Create a New Document" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshots** represent that how to **Create a new Document.**
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="screenshots\Thumbnail\DemoPics.png">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Create.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Create.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="./video/https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Create.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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---> The above **Video** represent that how to **Create Document.**
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‎docs/Document/Documents_Upload.md‎

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# ✅ Steps to Upload to Doculan Storage
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- Documents can be saved **locally** or in **Doculan Storage**
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- If saving to Doculan storage:
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- Select the correct **folder path / storage path**
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- Upload the **PDF file**
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**Screenshot1:**
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<img src="screenshots\Document\Document-Upload1.png" alt="Step 1 — Upload to Doculan Storage
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" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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**Screenshot2:**
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<img src="screenshots\Document\Document-Upload2.png" alt="Step 2 — Upload to Doculan Storage
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" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;">
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---> The above **Screenshots** represent that how to **Upload Document.**
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**Demo Video:**
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<!-- Inline HTML in Markdown file -->
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<style>
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.video-wrap {
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border: 2px solid black;
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border-radius: 4px;
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width: 100%;
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max-width: 800px;
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overflow: hidden;
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margin-bottom: 1rem;
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}
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.video-wrap video {
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display: block;
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width: 100%;
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height: auto;
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}
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</style>
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<div class="video-wrap" role="region" aria-label="Demo: Creating a form">
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<!-- Use a relative path like ./videos/demo.mp4 or an absolute URL -->
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<video controls poster="screenshots\Thumbnail\DemoPics.png">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Upload.mp4" type="video/mp4">
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<source src="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Upload.webm" type="video/webm">
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<!-- Fallback link if browser can't play video -->
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Your browser does not support the video tag.
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<a href="https://doculan-storage-public.s3.us-east-1.amazonaws.com/tutorials/Document-Upload.mp4" target="_blank" rel="noopener">Download / Open video</a>
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</video>
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</div>
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---> The above **Video** represent that how to **Upload Document.**

docs/bulk-mail.md renamed to docs/E_Sign/bulk-mail.md

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<!-- 1. Choose **E-Sign → Bulk Mail**.
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2. Upload a `.csv` file or enter addresses manually.
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3. Each line or entry represents a separate document to be sent.
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4. Paste multiple addresses following the sample format provided.
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5. Choose expiry and reminder settings.
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6. Click **Send Bulk Mail**.
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🖼️ *Screenshot Placeholder: Bulk mail upload view* -->
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<!-- ***************************************************************************************** -->
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# How to Send Bulk Mail in Doculan?
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This guide explains how to send **bulk e-sign documents** to multiple recipients at once.
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5. Click **Validate** to confirm all entries are correct. -->
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</details>
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<img src="images\Bulk_Mail_Manual_CSV.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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<img src=" screenshots\E-Sign_Images\Bulk_Mail_Manual_CSV.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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--- -->
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## Step 8 — Track Bulk Document Status
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## Step 4 — Track Bulk Document Status
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Once sent, return to your folder and click **Audit** on the corresponding bulk batch.
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‎docs/E_Sign/cancel-esign-document.md‎

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# How to Cancel an eSign Document?
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Sometimes you may need to **cancel an ongoing e-signature request** for example, if you sent it to the wrong recipient, updated the document, or no longer need it signed.
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This guide explains how to cancel such eSign documents in **Doculan** and what happens afterward.
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---
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## Step 1: Identify the Document to Cancel
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1. In the **Status** column, find the document that is **Pending**, **Sent**, or **In Progress**.
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2. Click the **(⋮) (three dots)** button under **Actions** for that document.
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3. Choose **Audit** to confirm the current activity and signer progress (optional).
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4. Once confirmed, click the **Cancel eSign** option.
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<img src=" screenshots\E-Sign_Images\Actions_available.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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> You can only cancel documents that are *not yet completed* or *not fully signed by all parties*.
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---
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## Step 2: Confirm Cancellation
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After selecting **Cancel eSign**, a pop-up confirmation appears.
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<details>
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<summary><b>Steps to Confirm Cancellation</b></summary>
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1. Click **Cancel eSign** from the dropdown menu.
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2. A confirmation dialog appears —
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**“Are you sure you want to cancel this eSign document?**
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3. Optionally, enter a short reason for cancellation (helps in tracking).
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4. Click **Confirm**.
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5. The system updates the status to **Cancelled**.
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</details>
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<img src=" screenshots\E-Sign_Images\Cancel_Esign_Document.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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## Step 3: System Updates After Cancellation
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When the document is cancelled:
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| Effect | Description |
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|--------|-------------|
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| **Status Update** | Status changes to **Cancelled** immediately in the dashboard |
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| **Recipient Access** | Any signer trying to open the old link will see: *“This document has been cancelled by the administrator and is no longer available.”* |
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| **Email Notification** | All recipients receive an automatic email informing them of the cancellation |
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| **Audit Log** | A new entry is created in the **Order Trail** indicating cancellation time and user ID |
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<img src=" screenshots\E-Sign_Images\Cancelled_By_Admin.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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## Step 4: Track Audit History
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You can verify all cancellation events in the **Audit Trail**.
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1. Click the **Audit** button for the specific document.
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2. The audit page displays:
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- Document creation time
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- Sent time
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- Opened by
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- Signed by
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- **Cancelled by [User Name]** with timestamp
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<!-- 3. You can **download the audit report** for internal compliance. -->
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<img src=" screenshots\E-Sign_Images\Cancel_Audit.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="Screenshot for Document">
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---
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**You've successfully cancelled an eSign document in Doculan!**
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> The cancellation ensures that incomplete or incorrect sign requests are safely withdrawn without confusion or risk of unauthorized signing.
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© Doculan by [Virtualan Software](https://www.virtualan.io)

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