Video Tutorials #

Every walkthrough now lives on the manual page for the feature it covers. Use this index to jump straight to a video, or browse the relevant section of the manual.

Non-Admin Tutorials #

• Adding Documents
• Bulk Import
• Document Registry
• Transmittal Registry
• Letters Registry
• Sending Transmittals
• Sending Letters
• Sending Responses
• Sending Resubmissions
• Letter Reply & Acknowledge
• Workflow: Sending
• Workflow: Receiving
• Project Onboarding

End-to-End Workflows #

• Part 1: Document Submission
• Part 2: Review & Response
• Part 3: Final Approval

Admin Tutorials #

• Audit Log
• User Management
• Settings: Project Details
• Settings: Members
• Settings: Registries
• Settings: Document Types
• Settings: Numbering
• Settings: Custom Fields
• Settings: Workflows
• Settings: Response Statuses
• Settings: AI Access