Job Based Filing (2 min)

File emails and documents to an XPM job, adding tasks for easy job management. 

Watch this tutorial to learn how to: 

• File documents to an XPM job, making search and retrieval of info even faster 
• Select from live jobs, once a client is selected, you can also toggle to show closed jobs 
• File to other jobs in the group (if this feature has been enabled by your Admins)

For more information, refer to Selecting a Job when Filing a Document.