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On the "Client Status" it would be nice to have the "Engagement Letter Signed" entry on the Client Status
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I would like to batch print all of the Client Checklists to SmartVault. where the client can retrieve them. Can you give the option to print the Client Checklis...
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It 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 w...
