Creating a Workfile

This feature provides the ability for you to create workfiles.

To create a new workfile

  1. Click New > Workfile from the menu bar. The workfile Contacts tab screen opens.
  2. Enter the workfile information in the appropriate fields for each workfile tab.
  3. Select Save, or Save and Close from the toolbar.

Overview

Workfiles

 

 

 

 

 

 

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