Gérez et suivez toute la documentation requise pour l'intégration de cabinets intermédiaires. Configurez des éléments de liste de contrôle de document, des types de document et des catégories de document pour organiser les fichiers. Utilisez des types de document de catégorie de document pour structurer ces exigences.
| Disponible avec : Lightning Experience dans les éditions Professionnel, Enterprise et Unlimited. |
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