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North American Year End Advisor Web Cast - December 14, 2011 > Custom Templates
Questions:
1. Custom template slides: Sample: what is the significance of the code, how do you determine what should be placed in that field ?
2- Custom template slides: Sample: Is the Requirement for "_PDF" and "Uppercase" applicable to the online pdfs?
3- Custom template slides: Sample: What is the start date ? does this start date limit you from seeing any processed data?
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