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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...