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- Annotate a procedure or subprocedure
- Add or remove a link in the procedure description
- Add a data link in the procedure description
- Formatting and Display Options
- Financial Statements
- Queries
- Letters and Memos
- Checklists
- Visibility Logic
- Template setup
- Checklist components
- Manage synced checklists for central planning
- Visibility icons
- Get started
- Import the client's data from a CSV or Excel file
- Workflow examples
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- Entities
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- Customize fonts and headings
- English (US)
- Consolidation setup
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