Document Management

Document Management

Documents may be attached to Amicus files for convenient access by you and others in the firm.

Learn by video - Document Management

Topics

●        Add/update a document

●        Edit document details, email a document, add notes, or view document versions

●        View your documents list

●        Auto-tagging documents

●        More Artificial Intelligence

●        Customize document features

[Main Topics]

Related topics

●        Document Assembly

●        Using the Microsoft Office Add-in for documents and document templates - (Tools)

Amicus Cloud (July 2023)

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