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- Manage the firm template
- Update after a version release.
- Add or remove placeholders in text sections in the financial statements
- Hide sublevel headings for notes
- Add content areas in the financial statements
- Get started - firm authors
- Review and customize signoff schemes
- Define signoff roles
- Set up signoff schemes
- Archive and lock down the engagement
- Add an analysis section in the financial statements
- Add custom calculations in text sections
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