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Adding Your License Number

Professional licenses are stored at the organization level and can be used across reports, contracts, documents, and compliance records.

How to Add or Manage Professional Licenses

  1. Go to Settings

  2. Open the License Manager section

  3. Click Add License

  4. Enter your license details:

    • License type

    • License number

    • State issued

    • Issue date

    • Expiration date

  5. Click Add License to save

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