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The Client Files & Jobs screen is used to manage all files and jobs for a selected client. The screen consists of two tabs:
Files Tab
Job Hierarchy Tab
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Files Tab
The Files tab is used to manage the files and jobs for a selected client. An unlimited number of files may be created for a single client. The Files list also allows the ability to create multiple finance applications for the client without having to re-enter client details. When a new file is created, new blank screens (such as finance) become available for data input.
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