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Documents App - Overview

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While documents are attached to a Group, Client or Activity (including Sales App), documents are all stored in a central repository within the Documents App.

Going forward, this allows other future capabilities and Apps to leverage this. A forthcoming AutoFDS app for example will generate and store Fee Disclosure Statements within the App.

From within the Documents App, you are then able to build views which filter across all Documents irrespective of where they were attached.

 

The following video provides an overview of the general features available within the Documents App itself.

 

 

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