Session Documents |
Top Previous Next |
To View/Edit/Add Session Documents: 1.Open the Session Documents tab. 2.Review the Documents summary at the top of the window and details at the bottom of the window. 3.To import a session document, click the Import Document from File icon 4.To mail merge a session document, click the Create document via Template icon 5.To create a new session document, click the Create New Document for the Session icon
Example: Session Documents |