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Edit Application - People
Recording client data To capture your clients details navigate to the “...
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Edit Application - Preferences and Priorities
To capture your clients Preferences and Priorities navigate to the “Edit App...
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Changing Application Type
At any stage of the application process, you can change the application type...
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Printing Applications
In some cases, you may need to download the application as a PDF, to either ...
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Client Portal Access
A client portal enables your customers to complete an online application and...
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Document Requests
To initiate a Document request, navigate to the “Actions” tab on the right h...