Use the basic search feature to quickly find all of your documents and files.
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Basic Searching
Follow Up Info
Using the mark up information in the document your staff members can complete any other tasks associated with the file.
User Permissions
Quick Files has many different user permissions that you can control so that you can mimic your current workflow.
Folder Permissions
Quick Files has the ability to set permissions by folder. This will allow you to keep each clients information isolated from other providers.
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