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View All Uploaded Documents
View All Uploaded Documents

View a list of all documents uploaded by a client in Clients

Lisa Murphy avatar
Written by Lisa Murphy
Updated over 5 months ago

From Companies, you can continue viewing a list of all documents uploaded by a prospect. This was a feature available in the past and will continue to be available going forward.

Step 1: Navigate to Companies and click on the Uploaded Documents tab.

Step 2: View a list of all documents submitted. You can download and view the documents or just see the list.

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