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How to import Precedents and Forms

Only the Administrator has rights to import precedents.

Once you receive the zip file from a Do Process representative, save it to your preferred location.  (Once file has been uploaded you can then discard it if you choose).

  1. Open your Brief Convey client and select File>Import Precedents

 

2.  Navigate to zip folder that you saved in your preferred location, highlight the file and select Open:

Your precedents/forms have now been uploaded into Brief Convey.

 

 

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