Migration Manager User Manual
Topics
-
The Documents Tab 10
- How to manually add a Document to the Documents Tab
- How to use the Documents tab menu option
- How to use the right click menu options in the Documents tab
- Documents Tab User Preferences
- Standard Directories - How to Create & Edit
- How to edit the Name of a Document
- Scan Document - How to Scan a Document for a Matter
- How to Reconcile the Documents tab
- Previewing a Document
- Restoring a Document Deleted from Migration Manager
Other Resources
Things to do First
- Installation and Setup
- Getting Started Guide
Working with Files
- Creating and Editing Files
- Emails & SMS
- File Notes
- Letters and Documents
- File Management
- Secure Client Portal
- PDF Questionnaires
- Web Questionnaires
- Forms and eLodge
- Reports
- Webleads
Accounting
- Accounts Setup & Settings
- Using Accounts
Admin, FAQ and Support
- File & Help
- Schedules
- Tools
- FAQ
- Support & Updates & Legal