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Make a copy workflow (Essentials+)

mary.galloway
Iress People
Iress People

on ‎10-11-2025 09:09 PM

Make a copy workflow (Essentials+)

 

Attached is a PDF explaining how to make a copy workflow from a case template.

 

marygalloway_0-1762529542364.png

 

 

Please download a copy from the link below.

 

 

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