Main Content

This help page documents a feature within a CRM system that allows users to access a content link when viewing advisor or agency records.

Key Information

The content link enables users to:

• "view letters sent to the advisor/agency or to view documents uploaded to the advisor/agency record"

Features Available

• Share functionality
• Print capability
• Copy link option

Related Functionality

The page notes that this content link contains similar information to that found on the contacts and businesses section for letters and documents management.

Navigation Elements

Users can access this feature when "viewing an advisor or agency" within the system, and it's accessible through the tabs and content links interface of the application.