Marketing
Articles
- How to Rename a Document
- How to Change your Document View
- How to View Flags
- How to Change to Due Date on a Project
- How to edit or manage a Firm Intelligence finding
- How to Change the Workflow Associated to a Project
- The Difference Between Uploading a New Version or a New Document
- How to View the Audit Trail for a Project
- How to configure comment templates for document review
- How to View Document Details
- How to Change your Canvas Background
- How to Mark-Up a Document (& Delete the Mark-Ups)
- How to Withdraw a Document
- Creating Marketing Submission Questionnaires
- How to Hide Drawings and Comments on a Document
- Creating Marketing Submission Questionnaires
- How to archive a disclosure
- How to Add a Project Submitter Once a Project has Been Submitted
- How to create a new disclosure in Marketing
- Submitting a Marketing Project for Review
- How to Find a Project ID
- How to Bulk Approve Documents
- How to create a workflow group
- Creating Firm Intelligence Context
- How to Create a Workflow
- How to Create a New Version and Switch Between them
- How to Export Flags and/or Threads from a Document
- How to add context to Firm Intelligence
- How to View Comments
- How to Manage Versions
- How to create a routing rule to auto-assign projects to a workflow
- How to create a disclosure rule to auto-attach disclosures
- How to Archive or Withdraw a Project
- How to configure marketing document types
- How to restore an archived marketing project
- How to add a document type override for expiration in Marketing
- How to configure document expiration and renewal rules
- How to Upload Artifacts to a Project
- How to add a new document to an existing marketing project
- How to Choose your Document Highlight Colours
- How to claim and approve a marketing document