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Client Checklist print to SmartVault
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Client Checklist print to SmartVault
Client Checklist print to SmartVault
Submitted by Kmaschal on 05-29-2024 11:31 AMIt would be nice if you could batch print the Client Checklist directly to the client's SmartVault portal. At this time, you can't even print it to the portal without have to do extra steps and clicks. You can print a form to SmartVault, but not the checklist.
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