Practice Management FAQs
Navigation: Practice Management >>>Settings>>>Services Help/Guide: This guide will show you step by step how to set up the services ...
Tue, 18 Jul, 2023 at 3:59 PM
Location: Practice Management module > Practice > CapiSign You can create and send documents for E-Signing through CapiSign. Using the feature, accou...
Tue, 1 Feb, 2022 at 4:18 PM
Location: Practice Management module > Settings > Services > Select Service > Configure Reminders You can add/view the reminders to the tasks. ...
Tue, 28 Apr, 2020 at 12:59 PM
Location: Practice Management module > Workspace > Clients You can view/edit/add/remove Client Details. Help/Guide: You can view/edit/add/cop...
Thu, 8 Aug, 2019 at 3:00 PM
Location: Practice Management module > Settings > Email Templates You can view/ add/edit the Email Templates. Note: The email templates in this s...
Thu, 22 Oct, 2020 at 5:15 PM
Please click here to watch how use the agent authorisation tool Location: Practice Management module > Workspace > Clients > Client Account > A...
Thu, 17 Jun, 2021 at 5:08 PM
Location: Practice Management module > Workspace > Tasks > Click Adhoc Task Help Guide: You can set up a Task from the above-mentioned path wh...
Wed, 14 Jun, 2023 at 3:56 PM
Location: Practice Management module > Practice > Team You can add/view/update users such as Accountant and Staff in your firm. Help/Guide: ...
Tue, 3 Sep, 2019 at 4:08 PM
Click here to watch How to send Bulk Emails in Practice Management
Fri, 20 Nov, 2020 at 4:00 PM
Click here to watch How to send Document Requests to clients
Thu, 11 Apr, 2019 at 11:34 AM