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Attaching a document in OneDesk


Terry D EA

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Has anyone attached a document to a return using OneDesk? I have looked at this several times and apparently it is escaping me. Called Dan but they are gone for the day. any help would be appreciated.

I have, open the client file, look at the icons on the top kind of under Setup one is "DM Docs" a yellow folder, hit that the select add.

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