New Document Option Missing in WebForms

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Are you looking to send a document, such as an Invoice, but you do not have the option listed?  Generally, this can be resolved with an adjustment to your permissions.  This can be adjusted within the administrator account for your company, as shown in slide five of this tutorial.  If you do not have access to the administrator account, please work internally to get the adjustments corrected.

If you are still having troubles, please contact Customer Operations.
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Posted 3 years ago

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