Tasks

Learn how to use tasks to automate workflows and documents

3 articles in this collection
Written by Adrian Camara and Laura Grégoire

Share Transaction Task

Assemble documents and manage data for transactions across share classes

Written by Laura Grégoire
Updated over a week ago

Annual Compliance Task

Written by Adrian Camara
Updated over a week ago

Merger / Amalgamation Task

Learn the workflow for creating a Merge / Amalgamate Task

Written by Adrian Camara
Updated over a week ago