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Documents

This Help File Page was last Modified on 11/01/2015

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❑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.

 

HelpFilesProspectFormDocumentIcon

 

✓Select one of those Document Titles to open that specific Document immediately.

 

HelpFilesProspectDocumentsForm

 

•See the Documents chapter within the Accounts Receivable module for a detailed explanation of this powerful feature.