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Action Center

Review, validate and approve documents that need a person’s attention.

Reviewing documents in the Action Center

Learn how to review documents that a workflow has sent for a person to check.

Approving and rejecting documents

Learn how to approve, reject or send back a document from the Action Center.

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Workflow Builder

Intelligent Document Processing (IDP)

Validations and Approvals

Custom Forms and Chats

Tables and Structured Data

Drive and Document Intelligence

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Finance and Accounting

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Logistics and Freight

Customs Brokerage

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