Chris Hallgren

Overview  Bequest types are a way to categorize and organize bequests. You can use a bequest type to sort and search for bequests in the system.  Super Admins can create custom bequest types for th...

Overview Document types allow users to categorize files uploaded into the system. Document types can help users identify at a glance what kind of file is associated with a decedent or a bequest and...

Overview There are several user types in the system, each with different permissions. If you can’t perform an action, you might not have the necessary user level. Below is a breakdown of each type:...

Overview Super Admins control all of the charities associated with an organization. In this article, we’ll talk about how to locate and view charity details as a Super Admin.  Note: Looking to log ...

Overview Super Admins can log into any charity in their organization as an Admin user. In this article, we’ll go over how to log into a charity as an Admin.    Log into a Charity Click Super Admin ...

Overview The Super Admin Dashboard provides an overview of all the charities in your organization. Each charity will have a brief overview of users, files, decedents, and bequests. As a Super Admin...

Overview When adding bequests to a decedent profile, users must select a bequest type. Super Admins can create custom types.  Note: Bequest types apply to all charities in your organization. For mo...

Overview When adding files to the system, users must select a document type. Super Admins can create custom types for files.  Note: Document types apply to all charities in your organization. For m...

Overview Super Admins can manage users across all charities in an organization. In this article, we’ll go over how to locate and view a user profile in an organization.   Find and View a User In th...

Overview Super Admins can create new charities in an organization. New charities can have custom settings to fit their workflow.  In this article, we’ll go over how to create a new charity.    Crea...