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Overview

Insert overview text of the module detail here. What does the tab do? Why would you use it? When would you use it?

Detail

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Overview

The “Documents” tab stores files relevant to the customer. These files can then be emailed, viewed and/or removed as needed.

Detail

Steps:

-Right Click in the white area and select add document

-Browse to your local computer for the intended file and select it

-Select the document type

-Type any information to the comment section

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