Collaboration: Document Manager - QRC


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
Work Type
Work Categories
Related Content
Supported Versions v14.x, v15.x+
Company Rego Consulting