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CHECKLIST FOR OPENING AND CLOSING FILES Client Name: File Subject: Billing Number: Opening 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. Potential Client Screening Form in file
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It is a document used for managing files and documents.
All employees of the company are required to file this document.
You can fill out the document electronically or manually, following the instructions provided.
The purpose is to ensure proper management and organization of files and documents in the company.
Information such as file names, categories, dates, and locations must be reported.
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