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In this instruction you will learn how add a Cart Item to an event.
In this instruction you will learn how to complete a document.
In this instruction you will learn how to sign a document once you have completed it.
In this instruction you will learn how to revise a document that has previously been completed.
In this instruction you will learn how to view all documents that has previously been completed in a client’s service file.
In this instruction you will learn how to to view all attachments in a client’s service file.
In this instruction you will learn how to add attachments into a client’s service file.
In this instruction you will learn how to add and view Collateral Contacts on an Individuals Profile Page.
In this instruction you will learn how to set up email communication.
In this instruction you will learn how to access and complete Consent to Share Information form (ISG).
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