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1. Click the orange Get Form button to begin adjusting.
2. Enable the Wizard mode in the top toolbar to receive additional guidance.
3. Complete every fillable section.
4. Ensure the details you enter in SBA 413 are up-to-date and accurate.
5. Insert the date into the template using the Date function.
6. Press the Sign button to create a digital signature. You have three available options: typing, drawing, or uploading one.
7. Confirm that every section has been filled in correctly.
8. Click Done in the top right corner to export the document. There are several options for obtaining the file: as an instant download, an email attachment, or through the mail as a physical copy.

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1. Access the necessary template from the library.
2. Complete the spaces with Text and add Check and Cross tools to the checkboxes.
3. Utilize the right-side panel to modify the template with new fillable sections.
4. Select the sections based on the type of data you wish to gather.
5. Set these fields as mandatory, optional, or conditional and arrange their sequence.
6. Allocate each field to a specific individual utilizing the Add Signer feature.
7. Confirm that you've made all necessary modifications and click Done.