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Select a Disclosure Checklist
While answering questions regarding the
Disclosure
module on the Create Client Engagement window, when you select a title that offers a selection of checklists, the question 鈥淪elect the disclosure checklist type you wish to use in this engagement鈥 is displayed, along with a list of checklists from which to choose. You may select only one checklist.To assist you in selecting a checklist, a
Help me decide
link is displayed to the right of the checklist. Clicking this link displays helpful information about the checklist.