How do I access my source box when I am helping someone?
When I sign in as a helper for someone, and want to save a record for them to look at later (I don't want to attach it right away, I want them to attach it) am I saving to their source box or mine when I open the record and choose save to source box?
Carol
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Did you find an answer to your question? When I am signed on as a helper, I'm seeing their source box.
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