Frequently Asked Questions (FAQs)
In this section, you will find resources catered to general questions, How To Videos and more.
- How do I temporarily grant access to my account to another participant? (Access Delegation)
- How to accept or decline an action within my court for an instance?
- How to attach a process instance(s) to another process instance?
- How to Create Daily Summary Notifications?
- How to delegate a process instance to another participant not within same role?
- How to name & store documents
- How to setup and login with MFA?
- How to subscribe or unsubscribe from a document or report?
- How to use eBuilder's search engine?
- How to search for submittal items based by submitted action
- How to share documents as links to download
- Mail Merge Error(s)