Managing all your agencies documents has never been so easy or more powerful. AgencyRoot allows your office to store, send, manage, and create action items based on all your policy and customer documents.
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Add, Access, Managing Documents
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Select the 3 dot action item next to the document you wish to Replace and select Edit
The Replace Document function works just like initially Selecting your file
You will be able to view previous version or previously uploaded docs under the History. Select the 3 dot action item next to the document you wish to view and select “History”
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