Locate Historical File 

Overview:

In this article, we will review how to locate a historical file, specifically a Document List. Quick access to past files is essential for compliance, reference, and ensuring that all documentation is properly maintained for transactions, audits, and client inquiries.

Advanced Search function: 

• Locate any past file, regardless of date or archived status
• Search by Transaction, Listing, Document List or by Client Name

Please find the available resource below.

Quick Reference:

Link to Full Step-by-Step Guide