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Whether you keep all documents and Excel files in one giant folder or many folders, creating an index by, say, customer or topic, facilitates retrieval and updates. This example stores documents by document ID.
The types of documents and actual locations of documents are recorded:
For a law firm, the document ID could be the case number. Up to 25 fields, 50 labels, 50 check boxes, 40 radio buttons and 10 list boxes are used by the documents organizer program. |
