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Managing documents

• Downloading the CRM plug-in
• Mail merge templates
• Performing a mail merge
• Uploading an image file
• Creating a new template and adding merge fields
• Creating a quote or order template
• Creating a new template in Microsoft Word
• Uploading a Word document template
• Tracking documents on the Documents tab
• Retrieving a merged document from the Documents tab
• Adding a document to the Documents tab
• Document Drop
• Drop Files Here area
• Linking email correspondence to a customer
• Dropping a document into the Documents tab
• Shared documents

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