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New Contributor II
since ‎03-10-2022
2 weeks ago

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  • 6 Posts
  • 0 Solutions
  • 6 Kudos given
  • 1 Kudos received

User Activity

Does anyone know if when you Pull R-Doc data forward such as spreadsheets, if it is just linked to the original file or it makes another copy? Trying to determine if this is taking up more storage space.
When you download the Audit support out of the tool, by way of the "Audit" button, I have noticed that it does not include Child Rec accounts in the summary PDF. This would be something nice to have as support for what is included in the reconciliati...
I am looking for some tips / tricks and best practices you might want to share. I can also share our approach and happy to answer questions. We have been using Task Manager since Spring 2020 and haven't really changed much of our approach since. 1. W...
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