If your firm uses the PresentSmart for iPad application, you can set up some predefined presentation terms, or notes, that you'll generally want to cover with your clients during the PresentSmart presentation.
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System Settings > Paperwork Tab | Presentation Notes Sub Tab Presentation Notes Sub Tab |
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If your firm uses the PresentSmart for iPad application, you can set up some predefined presentation terms, or notes, that you'll generally want to cover with your clients during the PresentSmart presentation.
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