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Knowledge Base

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
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Integrations

  • Adobe Sign Integration
  • DocuSign Integration
  • Microsoft Teams (AI Agent)
  • Microsoft Word Integration
  • Salesforce Integration
  • Sharepoint Integration
See all 9 articles

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

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