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 XXXX
Note: filing to job (if it contains a year) will auto-populate the year