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How to upload the import template (i.e., the Excel spreadsheet) into the Data Import tool.
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How to configure the Confidential Submitter Property on a standard form.
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Improvements Enabled the Use Organization Logo on all email templates for the new logo customization functionality. Certification Process – Layout Improvements: Added Certification Owner role to Controls. Added Certification Owner to all IC C...
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Info and instructions on searching Core for attachments, including text, Word, and PDF documents.
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Create and add a condition on a transition in a workflow on Resolver Core.
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How to view a Trespass Notice Letter template from a person record.
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Login instructions and requirements to access Resolver Core.
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How to create a new custom email template, which you can then select in a Messaging action in Resolver Core.