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Created by Guest
Created on Nov 9, 2023

Importer Account Folders

Is there a way to create a folder inside the IOR account profiles to separate docs?

For example the folder can contain the account documents such as POA, 5106, articles etc while another account has the USMCA documents

Right now we have an account that has multiple forms and it would be helpful if we could easily go to a folder for account documents to review what is in there instead of scrolling through multiple docs listed to find what we are looking for

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