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The Workflow Router template is a highly customizable template designed to provide a quick and efficient overview of a workflow events. It acts as a bridge between traditional manual routing procedures and the online workflow system by populating data on the workflow event. While not all firms need this document, as everything can be managed within the workflow screen, it is available if required. Before using it, ensure the template is customized to your firm’s needs by incorporating the necessary variables into the Word document and uploading the template for use.
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