Q&A
- What can I tell my client about DecisionVault's security practices?
- Can the clients still edit their contacts after they have submitted the questionnaire?
- How to trigger a password reset for a client user
- Can I change the marital status in a matter?
- Can I enforce firm staff users to setup two factor authentication?
- Will the client get notified when the user invitation I sent is about to expire?
- How to test/preview a new custom questionnaire?
- How to change or update email addresses for firm users?
- How to export the contacts on a matter to CSV
- How and where is my data stored?
- How to change a firm user permissions
- What custom fields can I map to my other tools?
- How to invite additional client users to a matter?
- How to add plan summary templates?
- How to print the financial sheet?
- How to invite both spouses to a matter
- How can I add roles to my questionnaires?
- Troubleshooting client users login Issues
- How to use Document Merge?
- How to add a charity or organization as a contact