Documents Tab

Documents Tab

The “Documents" Tab allows for documents to be uploaded and attached to the company record.

This section may also be used for fixed expenses. The default path to the documents can be set on the “Web” tab of the Company Data. 


Users are able to search the documents in Company Data by Document Name.
There is also the ability to sort by Category, Type, Group, Name, Effective Date or Expiration Date.


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