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Service Report

Last Updated: Oct 09, 2015 11:59AM MDT
Service Report
Track everything you've done within your clients transaction from sending emails, to feedback reports to documents created and more. Keep your client in the loop about all the work you're doing on their behalf by sending them the Client Service Report and checking off or starring those events you'd like them to see.




1. Hover over the transaction name and click Info.



2. Click Service Report.


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