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Searching your Documents List
Searching your Documents List
- Julian Castellanos
Owned by Julian Castellanos
The search functionality will allow you to search the specific document that you are looking for by simply typing your document's name (or just by writing the first letters).
1. Pick your Client.
2. Select the Transaction.
3. Click on the search bar. Start typing your document's name and your document will show up automatically.
4. Click on your document.
, multiple selections available,
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