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Streamline your Workflow with Auto Assign Project Roles for Financial Tools and Correspondence

Versiones futuras|July 23, 2025

The Auto Assign Project Roles to workflow steps feature is now available for Financial Tools and Correspondence. This capability reduces manual configuration and ensures seamless synchronization across your platform. This enhancement simplifies setup, minimizes errors, and keeps your team updated with real-time changes. Stay informed and efficient with automatic notifications to the right people at every step.

Auto Assign Project Roles

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  • Workflows

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