Creating your Suggested Documents

Modified on: Fri, 18 Jun, 2021 at 2:46 PM


When planning your folder structure, we recommend you think about what type of documents you would like to collaborate with your clients. The feature of the Suggested Document will provide all the users with an extra layer of organization and an easy way to find a document by type.


For example, if in one folder the user has statements, KYC, authorization forms, etc. they can use the Advanced Filter option or the header on the list view to filter only KYC documents.


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