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Quick How To guides
Quick instructions on common functions in the Platform.
Client level actions
- How do I load a Report?
- Customize the Assets view in a Client
- How do I edit a Client report?
- How do I share a Report?
- How do I build a Persona?
- How do I share a Persona?
- How do I load Assets?
- How do I build a Budget?
- How do I send a Proposal to my client?
- Set up the Microsoft licensing Widget
- How do I edit a Project