Admin: Firm Setup
15 articles
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Custom fields: add your own details to projects, clients and more
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Emails: sender, signature, wording and delivery
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Guided onboarding: your firm's first sign-in
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Import from CSV: projects, clients and people
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Navigation: arrange the sidebar for your firm
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Setup step 11: project folders & app bindings
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Setup step 3: Background check (verify your identity and business)
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Setup step 4: firm profile & region
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Setup step 8: phases & fee split
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Setup steps 6, 12 and 13: modules, roles and inviting your team
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Setup steps 7, 9 and 10: project numbering, naming and document numbering
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Setup: get your portal ready (overview, language, plan and appearance)
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The Settings hub: all your firm's settings in one place
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Web address: open your portal at your own domain
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Wording: change the portal's words for your firm