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- Generate a client secret (Entra ID)
- Entities
- Get started - firm authors
- Generate client credentials
- Integrate single sign-on with Okta
- Test your single sign-on integration (ADFS, Entra ID)
- Copy the metadata endpoint (Entra ID)
- Configure optional claims (Entra ID)
- Get started
- Define signoff roles
- Authoring index
- Get Started
- Rearrange procedures
- Add a procedure
- Review and customize procedure settings
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