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This SOP outlines how to create PandaDoc forms from templates. PandaDoc forms allow users to send a link for individuals to input their information and sign agreements. To start, navigate to the forms section and select "create form." Typically, these forms are set up for one signer. It's important to ensure that the signing configuration is correct. In this example, the focus is on the main immigration finder proposal, which already has a tag for the client. Proper management of variable information is crucial, as it dynamically populates the forms with the necessary details for each signer.
