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Assigning documents into the Document Panel
Assigning documents into the Document Panel
This page provides an overview on the assignment of files within the Document Panel.
Documents can be assigned against the record by either searching, dragging and dropping the file into the upload field on the document panel or by clicking the Upload Files hyperlink, searching for and selecting the files from file explorer that are to be assigned
Drag and Drop
File Search and Select
, multiple selections available,
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