How to Use the Document Matrix Video

A video guide to making document packages using the Document Matrix

1 min read

This 2.5 minute video will demonstrate how to create packages using the Document Matrix, and cover the following key learnings:

  1. How to allocate documents to a package
  1. Using package creation shortcuts
  1. How to copy packages already created
  1. How to collapse and expand folders
  1. How to create custom packages, edit trades and export the matrix to Excel

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