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CoFi Software | Steps for Success

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CoFi Software | Steps for Success

How to Create a CoFi Account

Modified on Wed, 8 May, 2024 at 10:52 AM
How to Reset Your CoFi Account Password

Modified on Wed, 27 Mar, 2024 at 4:07 PM
How to Update Organization Details

Modified on Thu, 22 Jun, 2023 at 11:21 AM
How to Add Users to My Organization

Modified on Tue, 9 May, 2023 at 1:43 PM
How to Build an Organization Structure

Modified on Thu, 28 Mar, 2024 at 10:14 AM
Lenders: How to Add a New Job Profile

Modified on Tue, 17 Sep, 2024 at 2:17 PM
How to Provide Guest Access to a Job

Modified on Tue, 9 May, 2023 at 1:43 PM
How to Set Up Notification Preferences in CoFi

Modified on Fri, 20 Oct, 2023 at 1:57 PM
How to Export a Budget as a CSV

Modified on Tue, 9 May, 2023 at 1:46 PM
How to Track Funding Sources

Modified on Thu, 29 Jun, 2023 at 11:09 AM

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