Documents
This tab holds documents related to the person record.
The following information will display for each document
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Paperclip icon, which will provide access to the document
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Date & Time the document was added or updated.
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Hyperlink to edit the document details
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Document Type
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Category
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Owner
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Description
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Status
These documents can be generated by the system or entered manually by drag and dropping on the right-hand side of the page.
The documents can be filtered by
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Who added them into the system (owner)
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The type of document
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When they were added.
