Matters
- Navigating your Matter List View
- Creating a Matter
- Creating Matters via a Shareable Link
- Edit the Matter Set-up
- Setting a Matter Owner
- Access to Matters
The Questionnaire
- Inviting your client to complete the Questionnaire
- Starting or completing the Questionnaire on behalf of your client
- Sending the Questionnaire in parts
- FAQs - Using the Questionnaire
- Questionnaires created using the Shareable Link
- Embedding the Questionnaire into your website
The Dashboard
- Balance Sheet - Disposed Assets, Addbacks and Cash Payments
- What is the Dashboard?
- Start the Matter in the Dashboard
- Modelling proposals and offers on the Balance Sheet
- Balance Sheet - Edit items & Calculations
- Populating a Balance sheet for the Other Side