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    Document Management - The Basics (session 1)


    1. Document Naming Convention
    2. Uploading Historic Documents (Companies & Trusts)
    3. Document Tagging, Filtering & Searching
    4. Bulk Uploading Documents
    5. Editing Document Details
    6. Downloading Documents

    Workbook Download

    Connectworks Training Module - Document management_ session 1.pdf

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