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Searching your Documents List in the Activities Section
Searching your Documents List in the Activities Section
- Julian Castellanos
- Andrei Purice (Unlicensed)
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 some keywords).
1. Select your client’s name, the transaction file where your documents are stored and then click on “Submit”.
2. Click on the search bar under the “Documents” section and type-in some keywords to narrow your search.
