Create your Discovery Process Document from scratch

Step 1: Log in to DocHub to begin creating your Discovery Process Document.

First, sign in to your DocHub account. If you don't have one, you can simply sign up for free.

Step 2: Go to the dashboard.

Once signed in, head to your dashboard. This is your primary hub for all document-based processes.

Step 3: Launch new document creation.

In your dashboard, select New Document in the upper left corner. Hit Create Blank Document to create the Discovery Process Document from scratch.

Step 4: Add template elements.

Place different fields like text boxes, images, signature fields, and other options to your template and assign these fields to intended recipients as necessary.

Step 5: Customize your form.

Refine your form by incorporating walkthroughs or any other vital information using the text feature.

Step 6: Review and adjust the form.

Meticulously examine your created Discovery Process Document for any mistakes or needed adjustments. Take advantage of DocHub's editing capabilities to perfect your form.

Step 7: Distribute or export the form.

After completing, save your file. You may opt to retain it within DocHub, export it to various storage services, or send it via a link or email.