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Suitability Reports
Create suitability reports to send to your clients
13 articles
How to preview a Suitability Report
How to finalise a Suitability Report
How to edit a Suitability Report
How to create a Suitability Report
How to Generate a Suitability Report
Where can I create a suitability report?
What are suitability report tokens?
How to save a suitability report draft
How to Finalise a Suitability Report
How to accept all Suitability Report tokens at once
How to accept all Suitability Report tokens at once
What types of Suitability Report tokens can I use?
How to add a logo to a suitability report