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How to Set Up Firm Information Select Firm information Setup within the Firm module in the tree menu. Required entries in Firm Setup: Firm name Contact: Enter the name of the person who will communicate
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Sеtting up a new system or process.
Individuals or organizations responsible for implementing the new system or process.
By providing detailed instructions on the steps needed to set up the new system or process.
To ensure that the new system or process is set up correctly and efficiently.
Details about the new system or process, including its purpose, components, and implementation steps.
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