{"id":64981,"date":"2023-08-29T12:56:03","date_gmt":"2023-08-29T12:56:03","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=64981"},"modified":"2025-09-11T06:39:02","modified_gmt":"2025-09-11T06:39:02","slug":"version-4-0","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/ro\/release-notes\/version-4-0\/","title":{"rendered":"Version 4.0"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;4.9.4&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;26px|0px|27px|0px|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;40px|40px|40px||true|&#8221; custom_padding=&#8221;||4px|||&#8221;]<\/p>\n<h3>What&#8217;s new in Teamogy 4.0<\/h3>\n<p>Release date: 2023<span id=\"releaseDate\">-09-02<\/span>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;|40px|21px||false|false&#8221;]<\/p>\n<h5>Major Functionalities<\/h5>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; min_height=&#8221;60px&#8221; custom_margin=&#8221;|40px|1px||false|false&#8221; custom_padding=&#8221;0px||30px||false|false&#8221;]<\/p>\n<ul>\n<li><strong>AI Assistant<\/strong><span>&nbsp;<\/span>&#8211; we&#8217;ve incorporated artificial intelligence into Teamogy (ChatGPT)<\/li>\n<li><b style=\"font-size: 16px;\"><strong>Managing multiple open windows (modals) <\/strong><\/b><span style=\"font-size: 16px;\">&#8211; we now offer the option to work with more entities, minimize, maximize<\/span><\/li>\n<li><strong style=\"font-size: 16px;\">New pre-build integrations<\/strong><span style=\"font-size: 16px;\"> has been added &#8211; Google Drive, Microsoft OneDrive, Microsoft Sharepoint, Synology NAS and Make.com<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;|40px|21px||false|false&#8221;]<\/p>\n<h5>Improvements<\/h5>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; min_height=&#8221;60px&#8221; custom_margin=&#8221;|40px|1px||false|false&#8221; custom_padding=&#8221;0px||30px||false|false&#8221;]<\/p>\n<ul>\n<li style=\"text-align: justify;\"><b style=\"font-size: 16px;\"><span>New view on favorite items<\/span><\/b><span> &#8211; all records that a user marks as favorites are accessible from a single place in the top bar<\/span><b><\/b><span><\/span><\/li>\n<li style=\"text-align: justify;\"><strong>Weighted values for Opportunities<\/strong> &#8211; w<span>e&#8217;ve introduced an option to see the cumulative weighted value of your opportunities within each stage<\/span><\/li>\n<li style=\"text-align: justify;\"><strong>New actions in Opportunities <\/strong>&#8211; there is a new option to create a Quotation or Job directly from the Opportunity<\/li>\n<li style=\"text-align: justify;\"><span><strong>Time Records Export<\/strong> &#8211; possibility to export time records to xls directly from job<\/span><\/li>\n<li><strong>Public API \/ Export<\/strong> &#8211; t<span>he API has been extended, incorporating additional values, such as those from tasks, attendance, and more<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;|40px|21px||false|false&#8221;]<\/p>\n<h5>Bug Fixes<\/h5>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; min_height=&#8221;60px&#8221; custom_margin=&#8221;|40px|1px||false|false&#8221; custom_padding=&#8221;0px||30px||false|false&#8221;]<\/p>\n<ul>\n<li style=\"text-align: justify;\"><b>Minor bug fixes<\/b><\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_divider _builder_version=&#8221;3.19.18&#8243; custom_margin=&#8221;|40px|28px|||&#8221;][\/et_pb_divider][et_pb_blurb title=&#8221;Major Functionality&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;%%57%%&#8221; icon_placement=&#8221;left&#8221; _builder_version=&#8221;4.9.4&#8243; header_font=&#8221;|300|||||||&#8221; header_text_align=&#8221;left&#8221; body_text_align=&#8221;left&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;|0px|||false|false&#8221; custom_css_main_element=&#8221;text-align: center&#8221; custom_css_blurb_content=&#8221;display: inline-block ; ||&#8221; custom_css_blurb_content__hover_enabled=&#8221;on&#8221;][\/et_pb_blurb][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; min_height=&#8221;106.6px&#8221; custom_margin=&#8221;|40px|40px||false|false&#8221; custom_padding=&#8221;0px||1px||false|false&#8221;]<\/p>\n<p style=\"text-align: justify;\"><strong><span style=\"font-size: 16px;\">&nbsp;1. <\/span><\/strong><b>AI Assistant<\/b><\/p>\n<p><strong><span>We&#8217;ve incorporated artificial intelligence into Teamogy, and users can now employ it as their AI assistant for a variety of different situations \u2013 currently within Teamogy Documents, Tasks, Jobs and Invoices. ChatGPT is used (ChatGPT-3.5 until further notice, it&#8217;s free of charge within the Teamogy subscription).<\/span><\/strong><\/p>\n<p><strong><\/strong><\/p>\n<ul>\n<li style=\"text-align: left;\">a button with a robot icon has been added to the richtext field in each entity<\/li>\n<li style=\"text-align: left;\">user can mark the typed text, press this AI button and collaborate on the text with the AI Assistant<\/li>\n<li style=\"text-align: left;\">the most frequently used instructions are preset in the AI Assistant module<\/li>\n<li style=\"text-align: left;\">user can also enter their own instructions<\/li>\n<li style=\"text-align: left;\">in general, the AI understands commands in the user&#8217;s language, but sometimes provides better responses to English language instructions<\/li>\n<li style=\"text-align: left;\">the AI&#8217;s response is placed in the right-hand part of the dialog module, and if the user is satisfied with it, it has two ways of passing it back to the edited document &#8211; overwriting the originally marked source text, or adding it after the originally marked text<\/li>\n<li style=\"text-align: left;\">each user is required to agree to read the warning and recommendation how to work with the AI Assistant<\/li>\n<\/ul>\n<p>If you are interested to collaborate with a higher (more expensive) AI model (ChatGPT-4 or future models), you can create your own account at <span style=\"text-decoration: underline; color: #ff6600;\"><a href=\"https:\/\/platform.openai.com\/\" target=\"_blank\" rel=\"noopener\" style=\"color: #ff6600; text-decoration: underline;\">https:\/\/platform.openai.com\/<\/a><\/span> , insert your own card, generate an API access key. This API key will be inserted into Teamogy settings and then your company will be able to use ChatGPT-4 and other models.<\/p>\n<p>You can find detailed description here: <span style=\"text-decoration: underline;\"><span style=\"color: #ff6600; text-decoration: underline;\"><a href=\"https:\/\/www.teamogy.com\/en\/manual\/using-ai-assistant-in-teamogy-documents\/\" target=\"_blank\" rel=\"noopener\" title=\"Using AI in Teamogy\" style=\"color: #ff6600; text-decoration: underline;\">Using AI in Teamogy<\/a><\/span><\/span>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/AI-1-1.gif&#8221; alt=&#8221;guide&#8221; title_text=&#8221;AI&#8221; show_in_lightbox=&#8221;on&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;|40px|60px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; box_shadow_style=&#8221;preset1&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px||false|false&#8221; custom_padding=&#8221;0px||1px||false|false&#8221;]<b>2. <b style=\"font-size: 16px;\"><strong>Managing multiple open windows (modals)<\/strong><\/b><\/b><\/p>\n<p>Another new feature is the ability to have <strong>multiple modals open in one browser tab <span>allowing you to work efficiently with a larger volume of records and information.<\/span><\/strong><\/p>\n<p>Opening Teamogy records on multiple (many) browser tabs consumes computer memory. Opening multiple modals on one tab is <strong>much more efficient<\/strong>. Now the user has the possibility to work on multiple entities in one window.<\/p>\n<p>There are following new options:&nbsp;<\/p>\n<ul>\n<li>possibility to <strong>minimize entity modal<\/strong><\/li>\n<li>if all open modules are minimized, it is possible to work with the main screen, switch to another view, another module and open another module from it<\/li>\n<li>possibility to have <strong>multiple entity modals open<\/strong> in one browser tab<\/li>\n<li>possibility to <strong>resize each entity module<\/strong> &#8211; by dragging the edges or corners of the module<\/li>\n<li>possibility to arrange entity modules &#8211; <strong>moving a module<\/strong> to the left\/right edge of the screen is an impulse to compare the module to cover the left\/right<\/li>\n<li>half of the screen &#8211; for easy work with two modules<\/li>\n<li>possibility to send url (or refresh) view with open modal, modals will be reopened<\/li>\n<\/ul>\n<p>You can find detailed description here: <span style=\"text-decoration: underline; color: #ff6600;\"><a href=\"https:\/\/www.teamogy.com\/en\/manual\/how-to-work-with-modals\/\" target=\"_blank\" rel=\"noopener\" title=\"How to work with modals\" style=\"color: #ff6600; text-decoration: underline;\">How to work with modals<\/a><\/span>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Modals.gif&#8221; alt=&#8221;guide&#8221; title_text=&#8221;Modals&#8221; show_in_lightbox=&#8221;on&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;|40px|60px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; box_shadow_style=&#8221;preset1&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; min_height=&#8221;219.6px&#8221; custom_margin=&#8221;|40px|9px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221;]<strong>3. New pre-build integrations has been added<\/strong><\/p>\n<p>We&#8217;ve added new <strong>pre-built and easily configurable integrations.<\/strong> The options are:<\/p>\n<ul>\n<li><strong>Microsoft OneDrive<\/strong> (was beta in the previous version 3.10)<\/li>\n<li><strong>Microsoft SharePoint<\/strong> (was beta in the previous version 3.10)<\/li>\n<li><strong>Google Drive<\/strong> (new in this version as beta)<\/li>\n<li><strong>Synology<\/strong> (new in this version as beta &#8211; it is still under construction at the moment)<\/li>\n<li><strong>Make.com<\/strong> (was beta in the previous version 3.10)<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Integration.png&#8221; alt=&#8221;list-of-colleagues&#8221; title_text=&#8221;Integration&#8221; show_in_lightbox=&#8221;on&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;1px|40px|60px||false|&#8221; custom_padding=&#8221;0px|||||&#8221; box_shadow_style=&#8221;preset1&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; min_height=&#8221;46.6px&#8221; custom_margin=&#8221;|40px|16px||false|false&#8221; custom_padding=&#8221;0px||0px||false|false&#8221;]<span>There is also a new option in Easy Configuration called <\/span><b data-stringify-type=\"bold\">Data Entity Integration Settings<\/b><span>&nbsp;&#8211; from now you can easily see entity settings related to another systems.<\/span>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Integration-1.png&#8221; alt=&#8221;list-of-colleagues&#8221; title_text=&#8221;Integration&#8221; show_in_lightbox=&#8221;on&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;1px|40px|60px||false|&#8221; custom_padding=&#8221;0px|||||&#8221; box_shadow_style=&#8221;preset1&#8243;][\/et_pb_image][et_pb_blurb title=&#8221;Improvement details&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;%%174%%&#8221; icon_placement=&#8221;left&#8221; _builder_version=&#8221;4.7.7&#8243; custom_css_main_element=&#8221;text-align:center&#8221; custom_css_blurb_content=&#8221;display: inline-block&#8221;][\/et_pb_blurb][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|15px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221;]<\/p>\n<p style=\"text-align: justify;\"><strong>1. F<span>avorite items are accessible from a single place in the top bar<\/span><\/strong><\/p>\n<p>We have added a Favorites view to the user area, where the user can very quickly open a favorite document, task, job, even if he is currently switched in an different content in Teamogy.<\/p>\n<p style=\"text-align: justify;\">\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Favourites_view.png&#8221; alt=&#8221;list-of-colleagues&#8221; title_text=&#8221;Favourites_view&#8221; show_in_lightbox=&#8221;on&#8221; _builder_version=&#8221;4.9.4&#8243; custom_margin=&#8221;1px|40px|60px||false|&#8221; custom_padding=&#8221;0px|||||&#8221; box_shadow_style=&#8221;preset1&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; min_height=&#8221;42.2px&#8221; custom_margin=&#8221;|40px|18px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221;]<\/p>\n<p style=\"text-align: justify;\"><strong>2. Weighted values for Opportunities<\/strong><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-size: 16px; text-align: left;\">We&#8217;ve introduced an option to assign a % probability to each opportunity stage, enabling you to see the cumulative weighted value of your opportunities within each stage.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"text-align: left;\">You can find a detail description how to work with Opportunities here:<\/span><span style=\"text-decoration: underline;\"> <span style=\"color: #ff6600; text-decoration: underline;\"><a href=\"https:\/\/www.teamogy.com\/en\/manual\/about-opportunities\/\" target=\"_blank\" rel=\"noopener\" style=\"color: #ff6600; text-decoration: underline;\">Opportunities in Teamogy.<\/a><\/span><\/span><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Opportunities_1.png&#8221; alt=&#8221;list-of-colleagues&#8221; title_text=&#8221;Opportunities_1&#8243; show_in_lightbox=&#8221;on&#8221; _builder_version=&#8221;4.9.4&#8243; min_height=&#8221;439.4px&#8221; custom_margin=&#8221;1px|40px|60px||false|&#8221; custom_padding=&#8221;0px|||||&#8221; box_shadow_style=&#8221;preset1&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; min_height=&#8221;41.4px&#8221; custom_margin=&#8221;|40px|16px||false|false&#8221; custom_padding=&#8221;0px||0px|0px|false|false&#8221;]<\/p>\n<p style=\"text-align: justify;\"><strong>3. <\/strong><strong>New action in Opportunities&nbsp;&nbsp;<\/strong><\/p>\n<p>There is a new option <strong>to create a Quotation or Job directly from the Opportunity<\/strong>. <span>New records are created, pulling relevant values from the Opportunity, and at the same time, they are linked to this Opportunity.<\/span><strong><\/strong>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Opportunity_Job_CE.png&#8221; alt=&#8221;list-of-colleagues&#8221; title_text=&#8221;Opportunity_Job_CE&#8221; show_in_lightbox=&#8221;on&#8221; _builder_version=&#8221;4.9.4&#8243; min_height=&#8221;454.4px&#8221; custom_margin=&#8221;1px|40px|60px||false|&#8221; custom_padding=&#8221;0px|||||&#8221; box_shadow_style=&#8221;preset1&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; min_height=&#8221;41.4px&#8221; custom_margin=&#8221;|40px|16px||false|false&#8221; custom_padding=&#8221;0px||0px|0px|false|false&#8221;]<\/p>\n<p style=\"text-align: justify;\"><strong>4. <\/strong><span><strong>Time Records Export<\/strong><\/span><\/p>\n<p style=\"text-align: justify;\"><span>Now there is an option directly in the Job to export all Time Records to an XLS format.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/ExportTS_fromJob.png&#8221; alt=&#8221;list-of-colleagues&#8221; title_text=&#8221;ExportTS_fromJob&#8221; show_in_lightbox=&#8221;on&#8221; _builder_version=&#8221;4.9.4&#8243; min_height=&#8221;454.4px&#8221; custom_margin=&#8221;1px|40px|60px||false|&#8221; custom_padding=&#8221;0px|||||&#8221; box_shadow_style=&#8221;preset1&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px||false|false&#8221; custom_padding=&#8221;0px||1px|0px|false|false&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p style=\"text-align: justify;\"><strong>5. <\/strong><b>Public API<\/b><\/p>\n<p><span>The API options has been expanded. <\/span><\/p>\n<ul>\n<li><span>new parametres for Tasks (Allocation) and Absences (timeslots)<\/span><\/li>\n<li><span>a new method to read data from the view<\/span><\/li>\n<li><span>a new method for handling bank transactions (potentially linked from accounting)<\/span><\/li>\n<\/ul>\n<p><span>All information to the API option is described below. For any API and integration questions, requests and consultations, feel free to contact us.\u00a0<\/span><\/p>\n<p><span style=\"text-decoration: underline;\"><span style=\"color: #ff6600;\"><a href=\"https:\/\/readme.teamogy.com\" style=\"color: #ff6600; text-decoration: underline;\">https:\/\/readme.teamogy.com<\/a><\/span><\/span><\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][et_pb_blurb title=&#8221;Bug fixes&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;%%174%%&#8221; icon_placement=&#8221;left&#8221; _builder_version=&#8221;4.7.7&#8243; custom_css_main_element=&#8221;text-align:center&#8221; custom_css_blurb_content=&#8221;display: inline-block&#8221;][\/et_pb_blurb][et_pb_text _builder_version=&#8221;4.9.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221;]<\/p>\n<ul>\n<li style=\"text-align: justify;\">Many minor ones<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_5&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is new in Teamogy? Check the newest Release notes.<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[292],"tags":[],"class_list":["post-64981","post","type-post","status-publish","format-standard","hentry","category-release-notes"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.5 - aioseo.com -->\n\t<meta name=\"description\" content=\"What\u2019s new in Teamogy 4.0 Release date: 2023-09-02 Major Functionalities AI Assistant \u2013 we\u2019ve incorporated artificial intelligence into Teamogy (ChatGPT) Managing multiple open windows (modals) \u2013 we now offer the option to work with more entities, minimize, maximize New pre-build integrations has been added \u2013 Google Drive, Microsoft OneDrive, Microsoft Sharepoint, Synology NAS and Make.com Improvements\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Kate\u0159ina Ambrusov\u00e1\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.teamogy.com\/ro\/release-notes\/version-4-0\/\" \/>\n\t\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 5.0.5\" \/>\n\t\t<meta property=\"og:locale\" content=\"ro_RO\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Teamogy - 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