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Document History

This guide will discuss how to view Document History



From the Administration page, scroll to the Documents section and select Document History

Document History

1. If using multiple Locations select which location, and a Date Range to filter.

2. Search results will display and allow for additional filtering, such as searching by client First Name, Last Name, Document Name, Description and Status.

3. If necessary View, Email (if Digital) and Delete the document.

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