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Platform Access Staff vs. Non Staff

Non Staff

DashboardDocumentsDocument ManagementTransmittalsTransmittals RegistryLettersLetters Registry

Staff

DocumentsDocument Creation Revision Management Document Types Management Managing Document Types Creating a New Document TypeTransmittalsTransmittal Creation New Transmittals Returning a Transmittal Response TransmittalsLettersLetters Creation New Letters Response LettersUser ManagementEditing an Account Creating a New Account Important Notes

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Letters Creation (Admin Only)

Admins can compose and send formal letters from the platform. Pick a workflow:

New Letters
Response Letters

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