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How do I scan documents into WorkSpace?

Why are my documents showing as “Missing?”

I can’t find the option to install the PDF Printer Driver or Acrobat and Office add-ins. Where is it?

Why aren’t my emails showing under the Documents tab?

My documents aren’t being stored in the correct location. How do I set the Document Management file path?

How do I change the name of a document once I have already added it?

What does “Reindex Documents” do?

Is emailing directly from WorkSpace secure?

Can I send a tax return to my client directly from WorkSpace?

What is the Drag & Drop box for in the To-Do’s and Calls screen?