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In the Deal Centre, select “Add Subject” and select the document you would like to add.
2. Input the Due Date and Answer any question if prompted to do so.
All subjects within a deal can be found in the Subjects sections under Deal Details.
All subjects added for a project can be found under Menu - Reporting - Subjects.
From here, you are able to update, edit, or remove subjects.
If a subject has not yet been removed from Reporting - Subjects, a message will appear when trying to make the deal firm that a subject still exists on that deal.
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