Admin Articles

Account

• Reset Password
• Change Password
• Update Timezone
• Update Contact Information

User Management

• Delete a User
• Invite a New User

Executive Dashboard

• Tour the Executive Dashboard

Decedents

• Delete a Decedent
• Mark a Conflict Check Complete
• Add Files to a Decedent
• Update Decedent Information
• Tour a Decedent Profile
• Add a New Decedent

See all 7 articles

Bequests

• Manage Bequest Files
• Add a File to a Bequest
• Add a Comment to a Bequest
• Add a Transaction to a Bequest
• Add Projections to a Bequest
• Delete a Bequest

See all 11 articles

Comments

• Comment Statuses
• Edit a Comment
• Mark a Comment Complete
• Understanding Comments
• Find and View Comments

Charity Settings

• Update Charity Settings