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FAQ
In this article, you will learn how to set-up and use each feature that was mentioned in our workflow webinar.
Video of Workflow Webinar
Video of Workflow Workshop
Webforms
For more information in relation to webforms please see the following link:
Marketing Campaigns and Activities
For more information in relation to Marketing Campaigns and Activities please see the following link:
Marketing Campaigns and Activities
Keeping track of referrers
For more information in relation to tracking your referrers please see the following link:
Tracking referrers - Marketing
SMS Feature
For more information in relation to using SMS feature please see the following link:
Workflow set-up
For more information in relation to workflow creation please see the following link, click on steps and step actions to see more detail regarding what actions can be performed on steps (including how to automatically open trust accounts on step changes):
Document/ Email templates
For a step by step guide on creating document and email templates, click on the following link:
A step by step how to build document and email templates
Related Matters and Reporting
Related Matters on your Matter Types
Client Portal
Email/Task Notifications
Scheduled Payments / Recurring Invoices
Scheduled Payments and Recurring Invoices