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    With any CDP Manage document, there are certain items that must be selected or filled in before the document can be saved. 

    A Type must be selected, this will create a description by default.  The Date needs to be filled in, as well as the Member Number.  Any other field with an * marked is also required.  This will vary depending on your business requirements.

    The rest of the indexing will help when searching for a document.

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