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You can refine your searches using Tags, using Document Status, Active and Archived documents.

Object Listings

The Object Listings tiles have to be set up specifically by Licensee.

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They provide access to dynamic content which is updated each day via integration. For example, salespeople can be given easy access to specific projects that are available for them to sell.

Below is an example of a specific type of sales package.

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When the user clicks on one of the document links

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They are then taken to a Document Browse screen where the Related Object Type and the Related Object are preselected.

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