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1. Select your client’s name, the transaction file where your documents are stored and then click on “Submit”.
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2. Click on the drop-down menu under the “Documents” section and select the order for your documents' list.
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Sorting your Documents by Date
Sort by Date from the latest to the oldest.
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Sorting your Documents by Label
Sort by Label. Your files will be grouped by the label you assigned. You can expand and collapse the group by clicking on the label title.
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Sorting your Documents by Alphabetical Order
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