Client Management SedonaDocs Prospect Documents
Existing Documents and Scanned Documents may be attached to a Prospect record. To add a document to a Prospect, follow the instructions below.
1. Open the Prospect record where a document will be attached.
2. Once the Prospect record is open, press the Documents button on the Prospect Toolbar. Press the New button located at the lower right of the form then press Add or Scan button.
3. Depending on which option is selected, follow the link below for further instructions.
Add Existing Document Scan New Document
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