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Importing Related Documents

    1. Within the document dashboard, click the Related Documents icon.

    2. Click the Import Related link.

    3. Click the Add Files button.

    4. Find the file to be imported and double-click it.

    OR

    Click it once to highlight it and then click the Open button.

    5. Click the Next button.

    6. Select Attachment as the relationship.

    7. Select Attachment as the type.

    8. Complete all fields.

    9. Click Finish.

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Last Updated: May 10, 2019

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