One of the first things you'll need to do after creating a loop is add documents.
- Add from Templates
- Browse your computer to upload a PDF
- Send via email attachment
If you're practicing with a test loop, try uploading a document using each method.
If you are using a loop template, you may see some documents are already in the Documents section. In that case, click the Add Document link to the right of the folder. The 3 options for adding documents will appear.
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