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Customer documents |
  
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Customer documents |
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This is the document management feature of the CRM option.
How to add a file
| 1. | Click on  Add a file |
| 2. | Select the filename on your local computer OR enter a URL |
| 3. | Click on  to upload your file |
How to delete a file
| 1. | Click on  on the right |
| 2. | Confirm that you want to delete the record. |