Dynamic Document Distribution 5

• 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

Checklists 6

• 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

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