North America: 855.517.2193  Worldwide: +1.503.517.4293

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Requirements enable users to track obligations related to each entity such as annual reports. Editor users may view and update requirement records via the related entity record page or at “View” > "Requirements" (Reader users have view-only access). You may search for records via the search bar. Click on a requirement summary to update the record. Click on the Last Updated date to view the history of the record.
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