Q&A
- How to export the contacts on a matter to CSV
- Is it possible to let someone upload files without creating an account?
- How and where is my data stored?
- Can I restrict matters visibility to only some firm staff users?
- Can I enforce firm staff users to setup two factor authentication?
- How to gather information for FinCEN Beneficial Owner Filings?
- How to print the financial sheet?
- How to trigger a password reset for a client user
- Can I change the marital status in a matter?
- How to change a firm user permissions