Best Practice for Working with Documents

Plan: Available: All plans 

Users: Available: All users

Practice Management Source: Available: All sources

This best practice guide is a handy reference for:
  • Creating documents
  • Previewing, reading and editing documents
  • Stapling and linking actions
  • Version control and activity
  • Importing documents
  • Tips and Tricks to quickly access documents.

Click here to download the guide as a PDF. 

Working with Documents Best Practice Guide v1.3.png

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