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Review Advance - Current Version and Legacy to Current Version


Please find below two videos on how to Update a Scenario from a client you have not met with for some time. You can advance the case forward one year to as many years as you like, then update the client data as needed. 

The first video is how to do this inside the Current system Framework, and the second video will show you bring a Legacy Spending Game file into the Current system and then advance it.


Review Advance in the current version of the software (NextGen):


Review Advance in the older version of the software (Legacy):

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