Q&A
- What is the size limit for the document upload?
- Can the clients still edit their contacts after they have submitted the questionnaire?
- Will the client get notified when the user invitation I sent is about to expire?
- Where will I get a notification when the client submits the questionnaire?
- Do you have training materials for my new hire?
- Will I get notified when the client makes a change or uploads a file?
- How can my client get back into the questionnaire?
- What happens when the questions in the questionnaire get updated?
- How can I ask for pronoun preferences on the questionnaire?
- Plans and Billing - Frequently Asked Questions
- How can I embed a video in the questionnaire?
- Will the system send a reminder to the client users who have not yet submitted their questionnaire?
- How to export the assets on a matter to CSV
- How to export the contacts on a matter to CSV
- What are "closed" matters?
- Can I set questions to be required?
- Can I enforce firm staff users to setup two factor authentication?
- How do I assign contacts into roles?
- How and where is my data stored?
- Can I restrict matters visibility to only some firm staff users?