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Community Home

Knowledge Base
Here you will find help and documentation for Workbooks, guides on how to setup and configure the application and training videos to get you started.
Displaying & Adding People
People & Organisations
API Keys
Integrate external systems with Workbooks
Transaction Documents Line Items Help
Transaction Documents
Integrating MailChimp and Workbooks
Customer Forums
Join the discussion. Ask questions, discuss issues with other Workbooks users and the Workbooks team.
How to expand sections depending on picklist values?
Fields, Picklists & Customising Workbooks
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