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Records Management (Folios, Deeds etc) (5)
Folios (Documents) (24)
Adding documents/emails to multiple Matters
Adding Information Type tabs to Folios
Document Properties – Folio ID and Version Details in Word Folios
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Deeds (1)
Adding a Deed Record for an Entity
File Referrals (5)
Adding a File Referral
How to see which matters have been referred by a particular person over a given period
Searching for File Referral Record
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Cabinets (11)
Cabinets
Adding a Cabinet Item
Adding an Item to a Cabinet
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Forms (1)
Saving Forms