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Tasks

Learn how to use tasks to automate workflows and documents

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3 articles in this collection
Written by Adrian Camara

Share Transaction Task

Assemble documents and manage data for transactions across share classes
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Written by Adrian Camara
Updated over a week ago

Annual Compliance Task

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Written by Adrian Camara
Updated over a week ago

Merger / Amalgamation Task

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Written by Adrian Camara
Updated over a week ago