To add a new account, you will firstly need to access the 'Master Accounts' list. Click on the drop-down field for 'Display' and select 'Master Accounts', as per the screenshot below. This will change the view of the accounts, and

Adding System Users. To add a new system user, navigate to: Admin-> Users & Permissions . Then, click on the 'Invite new user' button, which will take you to the 'Add new user' page. You need to create a contact record for the new s

A file note can be captured to communicate and store information about the matter which can be accessed by other users to track progress and updates. A tag can be chosen to denote the nature of the file note. Create Matter . Once all fields are complete,