Studio Blocks

• Question Blocks
• Function Blocks
• Connector Blocks
• Document Blocks
• Workflow Blocks

Dashboards and Reporting

• Widgets

• Introduction to Dashboards

User Management and Access Controls

• Get notified when Workflow Group users are deactivated
• Adding a Registered Domain
• Automatic New User Creation
• How to set up SCIM User provisioning
• User Groups
• User Management

Integrations

• Adobe Sign Integration
• DocuSign Integration
• Microsoft Teams (AI Agent)
• Microsoft Word Integration
• Salesforce Integration
• Sharepoint Integration

AI Front Door and Agent

• AI Agent Matter Creation Best Practices
• Setting up email intake on AI Agent
• AI Products FAQ Guide

Matter Management

• Intake
• Managing Matters
• Reporting
• General Information
• User Management