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How To Videos

Quick Start

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Uploading New Leases & Amdt⁠

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Uploading a Document to an Existing Abstract (amdts)⁠

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Reporting/Analysis Quick Start⁠

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Invite a new team member⁠

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Archive an Abstract⁠

Exporting/Downloading

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Export to Excel (individual abstract)⁠

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Download Individual Document⁠

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Bulk Download Documents⁠

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Exporting Dates to Calendar⁠

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Bulk download abstracts⁠

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Export to excel (reports)⁠

Editing Abstracts

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Changing the Abstract Template⁠

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Create a field highlight (manual)⁠

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Removing a Field's Highlight⁠

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Change the Name of an Abstract⁠

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Edit an abstract’s values⁠

Reports/Analysis

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Reporting/Analytics Overview⁠

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Making a Tenant Options Report⁠

Access/Permissions

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Invite a New Team Member⁠

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Creating Custom Roles⁠

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Other

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Editing Templates⁠

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Archive an asset⁠

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