Attached Documents Linked Tables shows a specific note, review sheet, document, etc. linked to specific account.
Users may view/browse/edit from here.

Main Menu — Linked Tables — Assessment — Attached Documents

To import a default note.
File — Import — Import Folder
OR
Assessment File — Import —Documents

CHOOSE Folder

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment