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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.

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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