Add/Remove Services dialog

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Follow these steps to add or remove a service from a client in Workpapers CS.

  1. Choose Setup > Clients.
  2. Select a client from the Clients list and click the Edit button.
  3. On the Main tab, click the Ellipsis button button next to the Services field.
  4. Mark or clear the Workpapers checkbox to enable or disable the Workpapers service for the client.
  5. Click Enter to save the changes.

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