How can I see all documents for a person?

Each document within Document Portal can be associated with a Person.  In some cases, such as when a Person responds to a Request, the association is performed automatically.  Otherwise, you can edit the Document Details to associate a Document with a Person.

• The Document List includes a Search feature that lets you enter the person's name then click "Apply Filter".
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• The Person Details screen includes the Documents Tab which provides a list of all Documents which have been associated with the Person.
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