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Collaboration
Read Conversations
Collaborate Conversations
Inbox View
Email To/From Records
Approvals
Request Approvals
Approve Records
Data Input & Access
Read, Access, and Update Existing Records
Create Records
Document Management
Access & Read Documents
Create Documents & Revisions
Approve Documents
Reporting & Dashboards
Role-Based Home Screen
View Reports & Dashboards
Create Reports & Dashboards
Configuration & Automation
Receive Automated Reminder Emails
No-Code Process Builder
Create Automation & Reminders
Administration
Role & Group Management
Contact Management
Process Configuration
Collaboration
Read Conversations
Collaborate Conversations
Inbox View
Email To/From Records
Approvals
Request Approvals
Approve Records
Data Input & Access
Read, Access, and Update Existing Records
Create Records
Document Management
Access & Read Documents
Create Documents & Revisions
Approve Documents
Reporting & Dashboards
Role-Based Home Screen
View Reports & Dashboards
Create Reports & Dashboards
Configuration & Automation
Receive Automated Reminder Emails
No-Code Process Builder
Create Automation & Reminders
Administration
Role & Group Management
Contact Management
Process Configuration
Collaboration
Read Conversations
Collaborate Conversations
Inbox View
Email To/From Records
Approvals
Request Approvals
Approve Records
Data Input & Access
Read, Access, and Update Existing Records
Create Records
Document Management
Access & Read Documents
Create Documents & Revisions
Approve Documents
Reporting & Dashboards
Role-Based Home Screen
View Reports & Dashboards
Create Reports & Dashboards
Configuration & Automation
Receive Automated Reminder Emails
No-Code Process Builder
Create Automation & Reminders
Administration
Role & Group Management
Contact Management
Process Configuration