Submit a ticket
Partners Help Center
Enter your search term here...
Dynamic Document Distribution
How use the Distributed Documents tool?
How to edit recipients to a document already distributed?
How to replace a document?
How to delete a document that's been distributed
How to review the document history
How to create a checklist?
How to assign a checklist to your clients?
How to unassign a checklist
How to edit a checklist template?
How to Assign or Unassign a Contact (Trusted Advisor) to a Checklist Item
See all 6 articles
What is a Global Folder?
How to add a folder level 3 under a Global folder?