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Workflow

Workflow

Learn how to create your own firm Workflow and how to add, edit and delete Workflow Steps, Sections and Tasks.

How to set up a Workflow

Adding Steps, Sections and Tasks
Editing a Step, Section or Task
Deleting Steps, Sections and Tasks
Reordering Steps, Sections and Tasks
Completing Steps, Sections and Tasks
Completion status

How to import a Workflow

How to import a Workflow

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