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Documents - Calendar view

Calendar view

The calendar view is an excellent way to view documents based on lifecycle events, making keeping track of your document's lifecycle a lot easier.

  1. Go to Documents > Calendar.
  2. Click on the name to open open a document.

In the calendar, the documents are displayed with the document name. If the document has no name, the counterparty's name will appear.

IMPORTANT
The maximum calendar view range is 3 months before and 12 months after the current date.

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