Page 222 - Business Development Orientation Binder
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Indexing Attachments
Indexing Referral Attachments
Follow the instructions below to process referral attachments, “MR – Referral”, in the Unity client.
1. In the keywords panel on the left-hand side of the screen, select the “Attachment Type”
keyword using the drop down list, and choosing “REFERRAL”
2. Press “TAB” on the keyboard in order to fill the corresponding document type keywords
3. Select the “REF Branch” keyword by using the drop-down list
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offering secure, ECM solutions that enable organizations to store, manage, and share vital information Suite 203Suite 203
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between employees, vendors, partners, and customers. Today, WorldView stores approximately a quarter
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billion documents for thousands of business professionals across North America.
