The webinar is about how to use the trustees report and legal admin document in Caseware. The speaker first talks about the trustees report in the charity template. She covers the sections in the trustees report, the options to sort the sections, and the option to insert objects. She then talks about the free form report and how to insert objects into the trustees report. Finally, she talks about the legal admin document and how to amend the trustees list and add additional advisors. She ends the webinar by talking about the layout options in the legal admin document and the academies file.
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