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Changing the year end of a file (Video tutorial)
Updating your clients name (video tutorial)
Unable to Roll Forward (Video tutorial)
Updating your file name (Video tutorial)
Adding missing sections to the Audit Plan
Adding Missing Review Points (Video tutorial)
Deleting a Supporting Document (Video tutorial)
Using Statuses (Video tutorial)
Re-allocating a file (Video tutorial)
Editing your Engagement Team (Video tutorial)

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Adding a new lead schedule (Video tutorial)

Rachel Blacklock

14 August 2025 14:00
Updated

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