Settings & Customisation (3)

Customise Templates (1)

• How to customise your templates

Settings (8)

• Admin Role & Capabilities
• Auto-finalise your Filenote AI output
• Customise your Workflow Settings

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Clients (4)

• Bulk Client Import: Choose How to Add Your Clients
• Bulk Client Import: Upload a CSV or Excel File
• Import Your Client List from Xplan

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