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Guides for using CareComplete. Search for what you need, or browse by topic.

3 articles match “merge”

Filing documents from the inbox Upload scanned documents to an inbox, split or merge them, and file each one under the people it belongs to. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. Filing, stamps and document workflows Why documents pass through an inbox before they are filed, how stamps record each step a document goes through, and ways to divide the work.