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integrated feature to build hybrid workflows#144

Workflows that are part in part for internal use and in part client facing with:

(1) Ability to hide internal use portion/have a different access restriction for these portions; Would allow for Clio-integrated workflows to be client-facing, as it’s not currently possible to build client-facing workflows with Clio integration because of the access restriction for private data.

(2) Integrated feature to send workflow to client without using ‘’Save link to continue later’’ feature + to have client pick up at the next page (not page currently completed by internal team member.

3 years ago