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Creating and Managing Statement Templates: Creating and designing templates, exporting and importing between portfolios and template files.
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Using Moneylender on a Network: Configuring a computer to act as the host, setting access permissions to the loan records, connecting anonymously from another computer, connecting with a user account from another computer.
Instructions for Printing 2016 Form 1098: Set up your portfolio to print the 1098 forms for tax year 2016.