Letters and Documents
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How to Merge and Send Documents and Letters
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How to Create and Edit Templates
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The Documents Tab
- How to manually add a Document to the Documents Tab
- How to use the Documents tab menu option
- How to use the right click menu options in the Documents tab
- Documents Tab User Preferences
- Standard Directories - How to Create & Edit
- How to edit the Name of a Document
- Scan Document - How to Scan a Document for a Matter
- How to Reconcile the Documents tab
- Previewing a Document
- Restoring a Document Deleted from Migration Manager