Text Blocks inside the Prospect Module
Content creators, save time & ensure consistency with Text Blocks: pre-built text segments for your documents!
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Forms Management
- February 9, 2024
- Lau
Master forms, and streamline workflows: Build dynamic documents & gather accurate data with ease!
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How to create Blueprints
- Lau
Easily streamline your document creation! Build dynamic, compliant templates with Blueprints, saving you weeks of work!
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Versioning
- February 6, 2024
- Lau
Versioning tracks changes to documents, forms, and products over time, letting you see history, revert to previous versions, and ensure regulatory compliance.
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Blueprints Management inside the Prospect Module
- Lau
Build financial products faster & smarter: Blueprints – your dynamic template toolkit for compliant documents!
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Product Templates
- June 9, 2023
- Lau
Pre-built templates save time and ensure consistency.
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Contact Tags
- June 2, 2023
- Lau
Organize and categorize your contacts with customizable tags for efficient filtering and management.