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  1. Click the Send icon.

  2. Complete the 5-Step Task Approval Process that is initiated. It includes the following steps:

    • Step 1: What do you want to send?

    • Step 2: Who is your audience?

    • Step 3: Who is this to/from?

    • Step 4: Let’s schedule it!

    • Step 5: Review and submit.

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Step 1: What do you want to send?

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