-- How Do I? --
Accessing a document from the Document Manager
Note: This feature is not available in all products.
The Document Manager provides a quick and easy way to access all of the documents in your template or client file.
To access a document from the Document Manager:
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From the Navigation Toolbar in Working Papers, click Documents.
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Click to expand a folder and display its documents and sub-folders. Click to collapse the folder.
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To open a document, double-click the document.