From the main Documents grid, you can use the search box or filters to find the constituent. Click on the row for the constituent, then the View/Edit button and then Documents.
If you are already on a constituent’s record, you can click on their Documents sub-menu that appears on the right above their information.
How do I see all of the documents for just one constituent? Print
Modified on: Fri, Jul 13, 2018 at 10:21 AM
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