Add Document(s) To A Company
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In the "Menu Explorer" click on the "+" next to "Settings"
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Click on the "+" next to "Forms / Documents Settings"
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Click on "Company Documents Manager"
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4. The "Company Documents Manager" will open.
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Select the company you want to add a document to.
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Click on the arrow
next to the document type that you want to add. This will expand and show all the documents of that type.
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Place a check in the box next to each document you want to add to the selected company.
5. Click the "Add" button
to add the selected documents to the selected company.
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6. Repeat this process for other companies or documents.
7. Click "Save & Close" button
so save the changes. The documents are now available to changed companies.
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