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2018/04/24

What should I put in DOCUMENT TYPE?

If you don't have a document attached to the interaction; nothing at all.


If you have a document attached, you can qualify the document type.
Simply choose a TYPE OF DOCUMENT that corresponds to the nature of the document.
The DOCUMENT TYPE will then allow you to perform more precise searches via the filter tools
present in the Document entity (the hard disk in the top menu)

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