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Where Can you Find the Documents Attached to a Particular Client

To see what Documents you have attached to a client:

1- Click the name of the client, on the Main Contact Page

2- It will open the "Personal Profile" page of the client

3- Go to the "Documents" tab

  • This page is mainly for displaying which documents are stored for this particular client
  • Documents can be used for: Client Presentation, Listing Details, Flyers, etc...

 

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