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First Time Setup

First User and General Preferences

User Management - Add new users

Adding the standard Pdf filenames

Adding Tokens and Annotations

Adding Standard Letters

Client Area Overview

Clients

Add a new client
Associate a file to a client
Send client a standard letter
Send client a customised letter
Add a note to a client record

Scanning

Scan a document and add pages to client files

Folder Watch

Videos Coming Soon

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Other Videos

Videos Coming Soon

Click on the links to the left to view the video tutorials.