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1. Add sub folders to contacts documents so it is better to organize our client documents and make it easier to find forms.

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Christy shared this idea  ·  Aug 9, 2023

2. Folders for use inside Documents

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Christy supported this idea  ·  Aug 9, 2023