This Help File Page was last Modified on 11/01/2015
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Prospect Tracking System > Prospects Form > Prospects Form Actions Icons >
❑The Prospect Options Menu on the Prospects Form's Navigation Menu provides access to the Documents option
•Documents - Click the Documents Icon to have access to the Document stored for this Prospect.
✓Select one of those Document Titles to open that specific Document immediately.
•See the Documents chapter within the Accounts Receivable module for a detailed explanation of this powerful feature.