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How to Attach Documents to a Record in the Back Office

This training document provides step-by-step instructions to attach documents to records in the Back Office -- see attached.

The document also includes tips and tricks about attaching documents, as well as a cross-reference link to the Model Document Type Security Matrix.

How_to_Attach_a_Document_to_a_Record_in_the_Back_Office.docx

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  1. Kelly Marshall

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