AdvologixPM Implementation Guide
22 Articles
- Implementation Overview
- Introduction to the Quick Start Menu
- Setup Organizational Information
- Security Controls (optional)
- Managing Users
- Importing Data
- Configure List Views
- Review the Mobile Configuration (optional)
- Review the Email Administration (optional)
- Review the Offline Client (optional)
- Global Settings
- Modify the App Drop-Down Menu
- Setup the Console View (optional)
- Configure Picklist Values
- Matter Record Types (optional)
- Best Practice Templates Setup
- Workflow Rules (optional)
- Approval Processes (optional)
- Document Automation
- Email Templates
- Google & Outlook Email Integration
- Dashboards & Reports