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      Fund Control Guides

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      Converting a PDF Document to an Excel File

      Posted In Loans

      Recording a Participant Payment/Deposit

      Posted In Participants

      Saving a CSV/Excel for a Budget/Draw Import Template

      Posted In Financial

      Using DocuSign for Documents in Fund Control

      Posted In Voucher/Draws

      Linking Docusign Account to Fund Control

      Posted In Companies

      Notification For Voucher/Draws in a Specific Status

      Posted In Companies

      Combining Multiple PDF’s into a Single PDF File

      Posted In Voucher/Draws

      Custom Notices/Check List for Contacts

      Posted In Companies

      Merging Duplicate Contacts

      Posted In Contacts

      Processing PDF’s of Invoices to Create Line Item Data

      Posted In Voucher/Draws

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