Knowledge Base
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Getting Started
Getting Started
Troubleshooting setup issues
Getting Started
Multifactor Authentication (MFA)
Invoicing
User Management
Account Settings & Access
Integrations
Actionstep
LawWare
P4W
Creating and Managing a Case
Managing the people who can work on your case
Creating a Case
Managing your case
Adding people related to your case
Assets & Liabilities
Valuation tools
Forms
Inheritance Tax Forms
Court Forms
Managing Forms
Estate Accounts
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Knowledge Base
Getting Started
Getting Started
Troubleshooting setup issues
Getting Started
Multifactor Authentication (MFA)
Invoicing
User Management
Account Settings & Access
Integrations
Actionstep
LawWare
P4W
Creating and Managing a Case
Managing the people who can work on your case
Creating a Case
Managing your case
Adding people related to your case
Assets & Liabilities
Valuation tools
Forms
Inheritance Tax Forms
Court Forms
Managing Forms
Estate Accounts
Getting Started
Top tips to help you get started using the Exizent platform
Troubleshooting setup issues
I haven't received the email verification to complete my company registration
My colleague hasn't received their invite
Why is my colleague's user status still pending?
Getting Started
How do I register my company on the platform?
How do I invite colleagues to the platform?
Customer Referral Programme
How do I navigate around my new platform?
Multifactor Authentication (MFA)
FAQs for Multifactor Authentication (MFA)
How do I add Multifactor Authentication (MFA) to my Exizent account?
How do I set up MFA using the Microsoft Authenticator app?
How do I set up MFA using the Google authenticator app?
How do I set up MFA using the Twilio Authy authenticator app?
How do I set up MFA using a Desktop Authenticator Application
See more
Invoicing
How do I pay my Exizent invoices by direct debit?
Exizent invoicing guide
