Before you begin
First-year engagements can require a different workflow from recurring annual work.
Recommended workflow
Use the dedicated first-AGM work type where available and verify the underlying dates and applicability independently.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not change a general recurring master solely to accommodate one exceptional client.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team