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  • Page:
    Viewing prior versions of a document
    Nov 23, 2023 • Debby Gibson
    • editor
    • 365
    • prior-version
    • prior
    • file
    • documents
    • version
    • microsoft
    • office
    • document
  • Page:
    Set Document Status on Client Portal File Upload
    May 31, 2021 • Debby Gibson
    • document
    • workflow
    • status
    • client
    • folder
    • template
    • upload
    • portal
    • file
  • Page:
    Checking what files your Clients are viewing
    Mar 24, 2020 • Debby Gibson
    • file
    • client
    • accessed
    • viewed
    • view
    • published
    • check
    • kb-how-to-article
  • Page:
    Locked for Edit / Sign
    Mar 23, 2020 • Debby Gibson
    • lock
    • edit
    • sign
    • file
    • document
    • cdm
    • unlock
    • kb-how-to-article
    • 85
    • minutes
    • hour
    • 60-minute
    • locked
    • minute
    • 85-minute
  • Page:
    File Conversations
    Mar 18, 2020 • Debby Gibson
    • file
    • conversation
    • conversations
    • share
    • client
    • staff
    • emloyee
    • kb-how-to-article
  • Page:
    Finding Files via the Nimbus AddIns
    Feb 19, 2020 • Debby Gibson
    • addin
    • find
    • search
    • content
    • file
    • properties
    • document
    • word
    • excel
    • outlook
  • Page:
    Include a File Conversation in the Notification Email
    Dec 20, 2019 • Debby Gibson
    • conversation
    • email
    • notification
    • file
    • kb-how-to-article
  • Page:
    Client Deletes a file from the Portal
    Dec 04, 2019 • Debby Gibson
    • client
    • delete
    • pdf
    • file
    • sign
    • remove
    • archive
    • kb-how-to-article
  • Page:
    Ad-Hoc File Share
    Nov 29, 2019 • Debby Gibson
    • ad-hoc
    • share
    • file
    • document
    • client
    • portal
    • kb-how-to-article
  • Page:
    When a Client Signs a Document
    Nov 13, 2019 • Debby Gibson
    • client
    • sign
    • pdf
    • document
    • file
    • from
    • kb-how-to-article
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