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Juniper Square Document Management from Juniper Square
Secure cloud-based document management solution tailored for VC and PE operations. Enables collection, signature, organization, and distribution of fund documents, partnership agreements, K-1s, capital calls, and investor reporting.
Product analysis by function
Document Management Systems for Operations and Finance
Secure repositories for legal agreements, investment documents, compliance records, and firm governance materials.
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Security and Compliance
(7 Yes /7 Known /10 Possible features)
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Data Encryption Files are encrypted at rest and during transmission. |
Juniper Square emphasizes security and compliance, including data encryption at rest and in transit as per its security documentation. | |
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Granular Access Controls Define user-level or group-level permissions for viewing, editing, or sharing documents. |
The platform allows for granular user and group access controls for document viewing and editing, as stated in published platform guides. | |
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Role-Based Access Access permissions are managed based on organizational roles. |
Role-based permissions are available for various operational roles (e.g., manager, investor, admin), per feature documentation. | |
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Audit Trails Tracks every access and modification to documents for compliance and review. |
Juniper Square maintains detailed audit trails for all document access and modifications (compliance requirement). | |
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Compliance Standards Support for frameworks like SOC 2, GDPR, HIPAA, or industry-specific rules. |
Product aligns with major compliance standards such as SOC 2 and GDPR (see Juniper Square compliance page). | |
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Multi-factor Authentication Requires multiple authentication methods for greater security. |
Multi-factor authentication is an option for users, as detailed in Juniper Square’s security FAQ. | |
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Document Retention Policies Configurable rules for automatic document archival or deletion. |
Document retention and deletion policies can be configured, as mentioned in help center articles. | |
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Legal Hold Support Ability to prevent deletion of documents under legal scrutiny. |
No information available | |
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Redaction Tools Capability to redact sensitive sections within documents. |
No information available | |
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IP Whitelisting/Blacklisting Restrict or allow access by IP address. |
No information available |
Document Storage and Organization
(8 Yes /8 Known /11 Possible features)
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Folder Hierarchies Supports nested folders for organizing documents by deal, fund, or entity. |
Supports nested folders for organizing documents by entity and deal, per product documentation. | |
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Tagging and Metadata Custom tags and metadata fields for easy search and classification. |
Custom tags and metadata can be used for document search and organization, per features list. | |
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Advanced Search Full-text search, filter by metadata, and optical character recognition (OCR) for scanned documents. |
Full-text search and filtering is advertised on feature and help pages. | |
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Bulk Upload/Download Upload or download multiple files or folders at once. |
Bulk upload and download is specifically listed as a Juniper Square feature. | |
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Version Control Retains document history and supports rollback to previous versions. |
Version control is supported, with history and rollback available. | |
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Check-In/Check-Out Avoid conflicting edits with document locking for changes. |
No information available | |
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Automated Folder Creation Automatically generate folder structures based on workflows or templates. |
Folders are automatically generated for investors and funds based on workflow templates. | |
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Document Previews Preview contents of common file types within the platform. |
Browser-based document previews of common formats provided (per platform overview). | |
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File Size Limit Maximum file size supported per upload. |
No information available | |
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Total Storage Capacity Total storage available for the organization. |
No information available | |
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Document Templates Store and apply document templates for repetitive tasks. |
Users can create and re-use templates for capital calls, K-1s, and investor notices. |
Collaboration and Workflow
(7 Yes /7 Known /10 Possible features)
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In-Document Commenting Real-time comments and discussions within documents. |
In-document commenting supported for investor and team collaboration. | |
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Task Assignment Assign review or approval tasks to individuals or teams. |
Tasks (such as review, approval) can be assigned to team members. | |
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Workflow Automation Automate document routing, approvals, and notifications. |
Workflow automation available for document distribution (such as bulk K-1 delivery). | |
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E-Signature Integration Collect legally binding electronic signatures on agreements. |
Integration with e-signature (DocuSign) for agreements is a listed feature. | |
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Approval Chains Set up sequential or parallel approval requirements on key documents. |
No information available | |
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External Sharing Securely share documents with portfolio companies, investors, or legal counsel. |
Secure sharing functionality allows documents to be shared with investors, counsel, and portfolio companies. | |
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Activity Notifications Email or system notifications for document actions and status changes. |
Notifications for document actions (upload, share, sign) are built in. | |
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Watermarking Automatically watermark downloaded or shared files. |
No information available | |
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Comment History Retain an audit trail of document comments and discussions. |
No information available | |
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Co-authoring Multiple users can edit documents simultaneously. |
Multiple users can edit documents or workflows in parallel; collaborative editing is supported. |
Integration Capabilities
(7 Yes /7 Known /10 Possible features)
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APIs Robust API access for custom integrations and automation. |
API documentation is available, supporting workflows and integrations. | |
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CRM Integration Connects with commonly-used CRM systems for document syncing. |
Integrates with Salesforce and other major CRM systems, per integration documentation. | |
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Accounting Software Integration Sync relevant documents with financial and accounting tools. |
No information available | |
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Portfolio Management Systems Integration Seamlessly attach or link documents to relevant entities in portfolio management software. |
Portfolio management and fund administration functionalities integrate with document management. | |
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Single Sign-On (SSO) Supports SAML, OAuth, or other single sign-on protocols. |
Single sign-on (SSO) via SAML is supported (security documentation). | |
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Cloud Storage Integration Integrates with cloud storage providers (e.g., Box, Dropbox, Google Drive). |
Connects with Box, Dropbox, and Google Drive for additional storage. | |
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Email Plugins/Add-Ons Save correspondence or attachments directly from email. |
No information available | |
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Calendar Integration Link document-related milestones or signings to calendars. |
No information available | |
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Custom Webhooks Trigger external workflows based on document events. |
Supports custom webhooks for alerts and integrations (see API documentation). | |
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Bulk Data Import/Export Easily migrate documents to and from other platforms. |
Allows bulk import/export of documents for onboarding and migration. |
Audit and Reporting
(3 Yes /3 Known /10 Possible features)
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Comprehensive Audit Logs Tracks all document activities and user actions for investigation. |
Comprehensive audit logs are provided for tracking all document activities. | |
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Customizable Reports Generate reports on access, version history, and compliance adherence. |
No information available | |
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Anomaly Detection Alerts about suspicious access patterns or downloads. |
No information available | |
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Exportable Audit Data Export logs and activity histories for review/audit. |
Audit logs/reports can be exported (compliance use case). | |
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User Access Reports Report showing who has accessed which documents. |
User-level reporting on document access/viewing is supported (audit feature). | |
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Retention Policy Reports Monitor compliance with document retention and deletion policies. |
No information available | |
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Time to Access Measurement of how long it takes authorized users to access a document. |
No information available | |
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Number of Audit Events Logged Tracks the number of auditable events per time period. |
No information available | |
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Automated Compliance Summaries Generate periodic summaries for regulatory compliance. |
No information available | |
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Role Change Logs Track changes to user roles and permission assignments. |
No information available |
User Experience and Accessibility
(6 Yes /7 Known /10 Possible features)
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Intuitive User Interface Modern, clean, and easily navigable UI. |
Modern UI with easy navigation and dashboard views advertised in the product tour. | |
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Multilingual Support User interface available in multiple languages. |
No information available | |
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Customizable Dashboards Personalized homepage and widgets for quick access. |
Users can customize their dashboards with widgets and quick links. | |
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Mobile App Availability Dedicated mobile apps for iOS and Android. |
Not as far as we are aware.* No dedicated mobile application is mentioned; mobile web interface is primary offering. | |
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Mobile Web Interface Fully functional mobile-optimized web experience. |
The browser-based portal is mobile-optimized for full functionality on mobile devices. | |
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Accessibility Compliance Meets WCAG or other accessibility standards (screen readers etc.). |
No information available | |
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User Onboarding Tools Tutorials, guides, and tooltips for new users. |
Guided onboarding, tooltips, and comprehensive support resources available for new users. | |
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Bulk User Invitations Invite and set permissions for multiple users at once. |
Admins can invite and configure access for multiple users at once. | |
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Theme Customization Adjust colors, logos, and branding for firm identity. |
Branding and theme customization for firm identity (colors, logos). | |
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Keyboard Shortcuts Keyboard-friendly navigation and commands for power users. |
No information available |
Document Lifecycle and Governance
(7 Yes /7 Known /10 Possible features)
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Document Checkpoints Define key milestones in the workflow (e.g., draft, negotiation, signed, archived). |
Document workflow checkpoints (draft, sent, signed, archived) are inherent in fund document processes. | |
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Expiration/Renewal Alerts Automatic notifications for document expiry or renewal dates. |
Automated reminders and alerts for document expiration and renewal provided (investor reporting, capital calls). | |
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Automated Review Scheduling Periodic review reminders for compliance or contract updates. |
No information available | |
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Lifecycle Status Tracking Status indicators for current state of each document. |
Status labels for document lifecycle are visible in the UI and reporting. | |
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Retention Schedules Preset retention timelines based on document type or jurisdiction. |
No information available | |
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Automatic Archival Moves documents to archive based on trigger (time, approval, etc.). |
Archived documents are auto-moved based on preset rules or completion of certain stages. | |
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Ownership Assignment Assign document owners or stewards responsible for maintenance. |
Admins assign owners/stewards for each document or investor file. | |
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Delegated Access for Transition Temporarily allow others to manage documents during onboarding/offboarding. |
No information available | |
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Bulk Lifecycle Actions Apply workflow status changes to multiple documents at once. |
Bulk operations can be performed on multiple documents (e.g., move, archive, share). | |
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Linked Documents Associate documents that are related (e.g., amendments to original contracts). |
Linked amendments and related documents can be associated in the platform. |
Performance and Reliability
(3 Yes /3 Known /10 Possible features)
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Uptime Guarantee Guaranteed percentage of availability uptime. |
No information available | |
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Disaster Recovery Automated data backup and quick disaster recovery procedures. |
Automated backup and disaster recovery is a standard aspect of the hosted solution. | |
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Document Upload Speed Average speed to upload documents of typical size. |
No information available | |
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Document Download Speed Average speed to download documents of typical size. |
No information available | |
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Concurrent Users Supported Maximum number of users that can access the system simultaneously. |
No information available | |
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Data Replication Live replication of files across multiple regions or data centers. |
Files are stored in redundant locations (multi-AZ/region), as described in security whitepaper. | |
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Scheduled Maintenance Notifications Informs users in advance about downtime or maintenance. |
Customers are notified ahead of planned maintenance. | |
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Automatic Load Balancing Balances requests to maintain quick response times under load. |
No information available | |
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Service Status Page Displays real-time system status and incidents. |
No information available | |
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API Rate Limits Maximum number of API requests allowed per minute or hour. |
No information available |
Cost and Licensing
(7 Yes /7 Known /10 Possible features)
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Transparent Pricing Clear, predictable pricing structure with no hidden fees. |
Transparent pricing structure is publicly stated on the website and in sales presentations. | |
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Per-User Pricing Option Licenses based on user count. |
Pricing is per user, as referenced on pricing FAQ. | |
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Unlimited Storage Option Availability of plans with no storage cap. |
Unlimited storage options available for enterprise-level agreements. | |
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Tiered Feature Plans Different feature sets available at different price points. |
Feature plans are tiered by organization size and required capabilities. | |
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Nonprofit/Education Discounts Available discounts for qualifying organizations. |
No information available | |
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Annual vs. Monthly Billing Offers both billing frequencies. |
Annual and monthly billing frequency options are available. | |
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Trial Availability Free or low-cost trials for evaluation. |
Free trial offers for evaluation are available as standard practice. | |
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Self-Hosting Option Option to run the system on-premises for increased control. |
No information available | |
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Data Migration Support Assistance with moving documents from previous systems. |
Professional services and support for data/document migration are advertised. | |
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Price Per GB/Additional Storage Pricing Additional cost per GB or TB of storage above plan limit. |
No information available |
Customer Support and Vendor Stability
(10 Yes /10 Known /10 Possible features)
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24/7 Support Availability Round-the-clock help via chat, phone, or email. |
24/7 support availability noted in customer support section. | |
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Dedicated Account Manager Assigned point-of-contact for support and escalation. |
Dedicated customer success managers available for larger customers. | |
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Service Level Agreement (SLA) Contractual guarantees of uptime and support response. |
SLAs are available for enterprise customers, as per the terms of service. | |
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Knowledge Base/Resources Extensive self-service documentation and tutorials. |
Extensive documentation and help resources maintained as a knowledge base. | |
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User Community Forums Access to community-driven support and best practices. |
User forums are provided for sharing best practices and community support. | |
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Vendor Financial Stability Evidence of vendor’s long-term viability. |
Juniper Square is a well-established, venture-backed, growing FinTech provider. | |
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Customer References References from similar firms or industries. |
Customer references and case studies are published on the company website. | |
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Onboarding Support Assistance with initial setup and deployment. |
Onboarding and deployment support offered for all new clients. | |
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Product Roadmap Transparency Information on upcoming features and releases. |
Product roadmap is partially revealed in webinars and customer communications. | |
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Industry Certifications Third-party certifications on security, availability, or compliance. |
SOC 2 certification is confirmed in security and compliance disclosures. |
Customization and Extensibility
(8 Yes /8 Known /10 Possible features)
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Custom Metadata Fields Add fields or attributes specific to your firm's requirements. |
Admins can define custom metadata fields for deal- or fund-specific tagging. | |
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Custom Workflows Configure workflows to match internal approval or review processes. |
Workflows and approvals are fully configurable to the firm's process. | |
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Branding Customization Firm-specific logos, domains, and color schemes. |
Branding features allow customized logo, color, and domain. | |
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Configurable User Roles Define new user roles with tailored permissions. |
Admins can define new roles with specific permissions. | |
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Plugins and Extensions Support for third-party and custom-built plugins. |
No information available | |
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Custom Notification Rules Trigger alerts based on specific document events. |
Custom notification rules via APIs or integrations are possible. | |
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Scripting/Automation Support Built-in support for scripts or triggers for automation. |
Automation with webhooks and scripting via API is available. | |
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Document Layout Configurations Customizable document or report presentation for different document types. |
Custom document views for K-1s, agreements, and investor reports demonstrated in product videos. | |
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Template Builder Create and manage document templates inside the platform. |
Templates for recurring documents are managed within the platform. | |
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Language Packs/Localization Ability to support new languages or regional settings on demand. |
No information available |
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