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How to View Document History on a Client Profile

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Joanne

This guide will walk you through how to find the history of documents signed on a client's specific profile.

***Screens and layouts may vary depending on the user settings and device compatibility.

Click Clients

  1. Search for the client's name
    OR
  2. Click on the first or last name of the client

Click Documents

  1. View: Click here to view the document
  2. Click the envelope to email a copy of the document to your client
  3. Click the trash can icon to delete the document.

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