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Document Management
Attach documents to your files so you have them right there when you need them. Open any kind of document just by clicking on it on the file. If you're looking for a document, built-in document management capabilities allow you to search for documents on a particular file, on all files or on all files for a particular client. Find any document attached to your files by searching on its full text or on a document summary profile. Remote users have easy access to the necessary documents with a convenient check-in/check-out feature. |
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