|
Page: How to Set Categories/Sub-Categories to Persons
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Set Credit Note and Debit Note Number Prefix
|
Caroline Moraod |
Aug 20, 2024
|
|
Page: How to Set Default Contract Name
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Set Default Document Editor in Lexzur
|
Caroline Moraod |
Oct 11, 2024
|
|
Page: How to Set Default Invoice Notes
|
Caroline Moraod |
Aug 20, 2024
|
|
Page: How to Set Default Matter Client
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Set Discounts and Payment Terms per Client
|
Caroline Moraod |
Aug 20, 2024
|
|
Page: How to Set Hourly Rates at the Matter and Client Levels
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Set Invoice Number Prefix
|
Caroline Moraod |
Aug 20, 2024
|
|
Page: How to set privacy at the level of Matter or Folder
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Set the Opening Balance for Client's Account
|
Caroline Moraod |
Dec 09, 2024
|
|
Page: How to Set the User Group Permissions
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Set Up the Client Portal Defaults
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Settle Payments on Bills
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Settle Payments on Invoices
|
Caroline Moraod |
Dec 09, 2024
|
|
Page: How to Setup and Configure Contra Settings
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Setup Taxes on Invoices
|
Caroline Moraod |
Aug 20, 2024
|
|
Page: How to Share Client Portal Requests with Watchers
|
Caroline Moraod |
Jan 08, 2025
|
|
Page: How to Share Contracts & Collaborate with External Parties
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Share Contracts/Documents with the Client Portal
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Share Matters with the Client Portal
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Share Notes with the Advisor Portal
|
Caroline Moraod |
Jan 24, 2025
|
|
Page: How to Share SLAs with the Client Portal
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Show Contract Templates in the Client Portal
|
Caroline Moraod |
Oct 22, 2024
|
|
Page: How to Sign Contracts
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Sign Contracts in Lexzur using DocuSign
|
Caroline Moraod |
Dec 17, 2024
|
|
Page: How to Sign Contracts via Quick Actions
|
Caroline Moraod |
Jul 24, 2024
|
|
Page: How to Sign into Outlook Connect using Azure AD for on-server?
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Sign Using Adobe in Lexzur
|
Lama Achek |
Jul 22, 2024
|
|
Page: How to Specify Contracts First Party
|
Lama Achek |
Jul 22, 2024
|
