- 3.1: Transaction Type and Status
- 3.2: Loop Views
- 3.3: Activity Log
- 3.4: Notifications
- 3.5: Updating your Contacts List
- 3.6: Adding Trusted Service Providers to the People Section
- 3.7: Trusted Service Provider in Loops
- 3.8: Viewing your Service Providers' Loops and Connections
- 3.9: Add to My Team
- 3.10: Adding Files to Template Folders
- 3.11: How to Create Interactive Document Templates
- 3.12: Loop Tasks
- 3.13: Compliance Review Notes
