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Navigate Client Collaboration
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Create requests in a batch
Create a single request
Resend a request
Send a return for an electronic signature
Track client registrations
Track request status
View request activity
Update the request due date
Upload an invoice
Open Document Locker
Upload or download files
Apply tags to files
Delete files from Document Locker
Manage paragraph templates
Manage letter templates
Manage questions
Manage questionnaires
Manage request lists
Add firm logo to the client hub
Add your payment gateway to the client hub
Enable request messaging
Manage file tags
Set staff permissions
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