Migration Manager User Manual
Topics
-
Working with File Notes 8
- Creating a File Note - When you have the Matter Open
- Create a File Note - When you have the Matter Closed
- Create a File Note - For a Potential Client
- How to use the Summary File Note
- How to display only the most recent Summary Note on the Cover Page
- How to Delete a Filenote
- Restore Filenotes - How to restore a Deleted Filenote
- How to edit a Filenote
-
File Note Templates / Quick Parts 2
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