The Documents grid provides a comprehensive list of all the documents that have been saved within the currently open Contact. Additionally, it includes a detailed history of users who have accessed and viewed each document.
Within this grid, you have the ability to make various changes to the document information. You can modify the document name, change the document type, indicate whether the document is the current version, and, if you possess the appropriate application rights, adjust the Retention Date. Furthermore, you can specify whether the document is Customer Viewable or not, utilizing the customer web portal.
By maintaining a clear distinction between project-related and contact-specific documents, you can keep your document management organized and streamline the retrieval of relevant information. This approach enables users to efficiently access and review contact-related documents while minimizing any confusion or clutter caused by project-specific materials.
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