Q&A
- Is it possible to let someone upload files without creating an account?
- How long will my client have access to the documents I uploaded in DecisionVault?
- Can I restrict matters visibility to only some firm staff users?
- How to export information from a matter?
- Will I get notified when the client makes a change or uploads a file?
- How do I delete a matter?
- Where will I get a notification when the client submits the questionnaire?
- How to configure client notifications
- What can I do if the client's user invitation expires before they can accept it?
- How to embed videos and visual content in your questionnaire?
- Can I duplicate a questionnaire?
- Can I enforce firm staff users to setup two factor authentication?
- Can I set questions to be required?
- How to set gender choices for questionnaire?
- How can I delete a questionnaire?
- How to gather information for FinCEN Beneficial Owner Filings?
- Do you have training materials for my new hire?
- Can I change the account owner of my workspace?
- How can I ask for pronoun preferences on the questionnaire?
- How to use Document Merge?