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Common Practices Introduction

Wed, Jan 17, 2024  Common Practices
This section of the guide details the common areas and screens that appear throughout the entire application on several occasions.
Please use the menu below to browse through the different sections.
 
 
Client Selection 
Add/Edit/View Documents 
Custom Data 
Smart Filters 
Right Click Functionality 
Selecting a Resource 
Locking 
Copy to Clipboard Functionality 
HTML Editor 

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