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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

You can quickly locate a document uploaded to QuoteValet by clicking Find. Here, search for documents by document number (DocNo) and/or name (DocName) and/or the sold-to company name’s (SoldToCompany).


Once the search locates the correct document(s), the results will be displayed below the search filters and you can select which document to view.


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