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TLC 5 GRIDs and Roles

Written by Service Desk

Updated at September 20th, 2022

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Managing roles in a document, matter or business is one of the most rewarding aspects of creating intelligent documents. Developing methods to standardize roles and the means to automate the process can save enormous amounts of time and save boatloads of potential errors. This video demonstrates one way to manage large numbers of entities is a document, each with their own role.

video: 6:19   tags: buyer, seller, checkbox, list, singular, plural

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