A Quick Reference Card that reviews the functionality of Discussions in the Collaboration Tab under investments. The Document Manager is an investment document repository. It can be used to store documents, artifacts, external client schedules, etc. for investment participants.
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Submission Date | Jan 16, 2017 4:08 pm |
Submitter | Rego |
Content Type | Document |
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Supported Versions | v14.x, v15.x+ |
Company | Rego Consulting |