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TABLE OF CONTENTS Summary  Case Review Experience Compliance Rules: Approval Workflows What can I configure? Adding Review Notes Tagging Addition...

TABLE OF CONTENTS Summary Duplicate detected How matching works: How to de-duplicate: After dismissing a duplicate: Sync required How to sync:  Ret...

TABLE OF CONTENTS When to use an exception Types of exceptions Permanent exception Temporary exception Adding an exception Resolving a tem...

TABLE OF CONTENTS ID Forms Secure webforms Automated email follow ups You can send communications from the platform in several ways, dependin...

TABLE OF CONTENTS Summary Table Layout Badge Definitions Tooltips and Timing Details Where It Appears Summary Verification reports display detaile...