List Document

Modules>CRM>Document>List Document

Use the List Document group item link to list Documents in the database:

1. Go to Modules>CRM>Document>List Document to list Contact Documents in the database. The List - Contact Document page opens.
2. Click on any document number to open the profile page.

For information on interacting with the list using the Action icons at the top of the List page, see the List help topic.