MM User Manual

Recent updates

• How to merge a Template Letter

  Article

  Updated on May 16, 2024

  Article also found in:

  • Things to do First /  Getting Started Guide / Merge and send a Document/Letter

• How to generate a Web Questionnaire Status Report

  Article

  Updated on May 16, 2024

  Article also found in:

  • Things to do First /  Getting Started Guide / How to use Web Questionnaires

• How to return a Web Questionnaire to the client for editing

  Article

  Updated on May 16, 2024

  Article also found in:

  • Things to do First /  Getting Started Guide / How to use Web Questionnaires

• How to Complete a Web Questionnaire - A guide for your clients

  Article

  Updated on May 16, 2024

  Article also found in:

  • Things to do First /  Getting Started Guide / How to use Web Questionnaires

• How to send a Web Questionnaire

  Article

  Updated on May 16, 2024

  Article also found in:

  • Things to do First /  Getting Started Guide / How to use Web Questionnaires

• How to send a Form via the Secure Client Portal

  Article

  Updated on May 16, 2024

  Article also found in:

  • Things to do First /  Getting Started Guide / Using the Secure Client Portal

• Requesting a Document from your Client via the Secure Client Portal

  Article

  Updated on May 16, 2024

  Article also found in:

  • Things to do First /  Getting Started Guide / Using the Secure Client Portal

• Activating the Secure Client Portal for a Matter

  Article

  Updated on May 16, 2024

  Article also found in:

  • Things to do First /  Getting Started Guide / Using the Secure Client Portal

• Progress Items - How to add a Document and Tasks Checklist to a Matter

  Article

  Updated on May 16, 2024

  Article also found in:

  • Things to do First /  Getting Started Guide / Add a Workflow and monitor Due Dates

• Creating a File Note

  Article

  Updated on May 16, 2024

  Article also found in:

  • Things to do First /  Getting Started Guide / Record a File Note