Tracking Documentation Associated With a Contact

The following procedure shows you how to track documentation associated with a contact.

To track documentation associated with a contact

1. Navigate to the Contacts screen, then the Contacts List.

2. In the Contacts list, select for whom you want to track documentation and drill down on the Last Name.

3. Click the Document Tracking tab.

4. In the Document Tracking list, query for the document of interest and complete the necessary fields.