Title: Using the TrackerBI App for Delivery, Tracking, and Disclosures Management  
Owner: Mercedes Rothwell
Creator: Mercedes Rothwell May 07, 2020
Last Changed by: Mercedes Rothwell Feb 07, 2025
Tiny Link: (useful for email) https://docupace.atlassian.net/wiki/x/gIBBC
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Release Notes (2)
    Page: R1 2021 Release Notes
    Page: Winter 2020 Release Notes
Hierarchy
Children (5)
    Page: Investor Identification and Disclosure Delivery Process Guide
    Page: Tracker BI Work Item Management: Delivery Methods and Processes
    Page: Updating Client Records in Tracker-BI for New Investors
    Page: Overview of Tracker BI Reports and Their Features
    Page: Configuring Form Groups and User Access in Tracker BI
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Time Editor  
Feb 07, 2025 18:59 Mercedes Rothwell View Changes
Feb 07, 2025 18:57 Mercedes Rothwell View Changes
Aug 05, 2022 14:39 Mercedes Rothwell View Changes
Jul 08, 2022 18:18 Mercedes Rothwell View Changes
Easy Find and Replace: {"id":"a2526341-5232-4992-9909-aaa3e913b6b7","find":"/widget/i","replace":"app","search-type":"case-insensitive","replace-title":true}
Feb 25, 2021 17:58 Mercedes Rothwell  
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External Links (1)
    https://docupace.atlassian.net/wiki/spaces/UG/pages/6856376…