Configuration & Admin
Completing supervisor tasks and setup
Outlook add-in administration
Case destruction module overview
Setting up Sign and Share
Risk assessments setup
Make risk assessments mandatory
Changing how users view KPI’s
Add or remove a user from a group
Set up your Web Quoter branding
Turn off the conflict search or make it mandatory
Legal Bricks User Setup
Create new applications and workflow rules
Make fields view only, forced data entry, or protected
Setup eSignatures
Customise your system