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
