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Visit your company's Reference Library to instantly access the resources you rely on every day.
Who Can Do This : Anyone .
To view your company's Reference Library:
Access the Reference Library
Go...
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The Reference Library is your go-to place for your company's frequently used forms, disclosures, training materials, and other essential documents and links. It gives you instant access to the resources you need most. Your Reference Library is al...
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The Reference Library is your company's shared space for the most used documents and links. It gives you quick, reliable access to the information and resources you use every day.
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Created On: 04/23/2025
in I am an Admin. Docs
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Created On: 04/23/2025
in Guides Topics Docs
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Watch this to become a Pipeline Pro on the Reference page : This Pipeline Pro webinar covers the various options available on the Reference page as well as how to best utilize them.
Who Can Do This : Paperless Pipeline Pro...
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Watch this to become a Pipeline Pro on the Reference page : Whether you need to implement initial roll-out training or ongoing training for new agents, you won't want to miss this session! You'll learn how to create custom training libraries...
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Remove items from your Reference Library when they’re no longer needed.
Who Can Do This : Admins with permission to Delete any docs.
To delete an unneeded doc or link from your Reference Library:
Go to ...
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Change the order of docs and links in a Reference category to set your preferred order.
Who Can Do This : Admins.
To change the order of reference items:
Go to Reference
Click [Reference] fr...
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Add a comment to a doc or link in your Reference Library to provide your team with valuable context, guidance, or next steps.
Who Can Do This : Admins.
To comment on a Reference item:
Go to Reference
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