MM User Manual

Recent updates

Release History
Article

Updated on Dec 16, 2024

Admin, FAQs and Support Updates Release Notes
Understanding the Web Questionnaire Import screen
Article

Updated on Nov 28, 2024

Things to do First Getting Started Guide How to use Web Questionnaires
How to Create a New Client for a Person (Prospect)
Article

Updated on Nov 27, 2024

Things to do First Getting Started Guide Create a new File/Edit Files
How to Create a New Client for a Person
Article

Updated on Nov 27, 2024

Things to do First Getting Started Guide Create a new File/Edit Files
How to use eLodge - Online Applications
Article

Updated on Nov 27, 2024

Working with Files Forms and eLodge eLodge / Online Forms
Article also found in:
- Things to do First / Getting Started Guide / Lodge an Online Application
How to Import a Web Questionnaire
Article

Updated on Nov 27, 2024

Things to do First Getting Started Guide How to use Web Questionnaires
Creating a New User
Article

Updated on Oct 11, 2024

Things to do First Installation and Setup Adding and Editing Users
Article also found in:
- Settings & Tools / Settings Menu / Staff Settings
Offices - How to add/edit Offices
Article

Updated on Oct 11, 2024

Settings & Tools Settings Menu Staff Settings
How to set eLogin Permissions
Article

Updated on Oct 11, 2024

Working with Files Forms and eLodge eLodge / Online Forms
Article also found in:
- Settings & Tools / Settings Menu / Permissions
Changing the Portal Logo
Article

Updated on Oct 11, 2024

Settings & Tools Settings Menu Preferences

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