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- Get started - firm authors
- Group properties
- Assign components to items in your template
- Create a custom mapping file (.ini)
- English (US)
- Add visibility settings in letters or memos
- English (US)
- Assign API permissions
- Assign authorized staff to use single sign-on
- Generate a client secret
- Configure optional claims
- Generate the Reply URL
- Copy the metadata endpoint
- Register a new app for single sign-on
- Automated extraction
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