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The Documents screen allows you to manage any files that you have for a specific employee. You can manage scanned documents from this screen as well, which allows you to scan in any document from a compatible scanner and store it in a highly compressed format under that employee while still maintaining quality.

You can view an existing document by simply double clicking it, or selecting the document and clicking the Edit button. To remove a document, select it and click the Delete button.

To add a new document, simply click the New Document button or the New Scanned Document button and you will be presented with the Add New Document window. The functionality available within Documents in Employees will be identical throughout Tradepoint. You will have the ability to create or upload any New or Scanned Documents and manage them by category specific to each Employee.

For more information on adding document, please see the Document Entry article listed below.

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