Client Management           SedonaDocs                     General Documents Function Buttons

  Add Button

The Add button is used to attach an existing document to the list of General Documents.  An existing document could be a MSWord document, and Excel workbook or any other file  type that is currently saved on your computer hard drive or in a public folder.  Follow the steps below to add one or more existing documents to the General Documents list.

1.  To add an existing document to the list of General Documents, click the Add button located at the lower right of the General Document list.

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