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  - How to Automatically Share Documents to Campaigns - Via Upload
  - How to Automatically Share Documents to Campaigns - Via Email
- Finance
  Finance
  - Locate Unpaid Invoices
  - Assign an Entity to Pay Shares Towards a Study
- Regulatory
  Regulatory
  - Mark a Constituent as Exempt under EU REACH
  - Generate a DRC under EU REACH
- Service Portals
  Service Portals
- Study Monitoring
  Study Monitoring
  - How to View, Comment and Compare an IUCLID file
  - Locate Lead Registrant
Release Notes
Support

web page

Client Service Portals¶

Insert a Monday.com board into a campaign page

Send a Client Portal Welcome email

Set Up Navigation Option for Service Portals

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