How to: View recent debtor files : FileAssure Knowledge Base

How to: View recent debtor files Print

Modified on: Wed, 18 Nov, 2020 at 11:22 AM

The recent estates button along the top menu bar will allow you to quickly access the last 15 debtor files you've accessed in Fileassure.

Navigate to client info

Click the debtor file name to go to the client info screen

Navigate to documents

Click the blue documents button to go to the debtor's documents screen

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