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Creating a Risk Report

-- Firm Author --

Procedure

  1. From the Document Manager, open the New Master Documents folder.
  2. Right-click 520E - Risk Report document and select Copy.
  3. Right-click the location in the Document Manager for the new flat form and select Paste.
  4. Right-click the new document and select Properties.
  5. Change the document Number and Name and click OK.
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