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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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Editing an Account

Select Edit next to the user's name.
Update the form with the required changes.
Save the account.

Edit Account form with contact information fields

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