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Using the Model

To use the model you created,   

  1. Click on the Account Delegate Global From Model option.  
  2. Search for your model.  
  3. Click on Return Value to initiate an Account Delegate Global eDoc.  
  4. The ‘Edit Global Delegate’ tab will be pre-filled on the eDoc. Add accounts on the ‘Edit List of Accounts’ tab. 

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