Knowledge Base
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User Management
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
Estate Discovery
Forms
Inheritance Tax Forms
Court Forms
Managing Forms
Estate Accounts
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Knowledge Base
User Management
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
Estate Discovery
Forms
Inheritance Tax Forms
Court Forms
Managing Forms
Estate Accounts
User Management
Helping you manage your team and their access to the platform
How can I view all users with access to Exizent?
What are the different permission levels?
How do I change a colleague’s permission level?
How do I change a case ID?
How do I de-activate a colleague?
How do I add collaborators to my case?
How do I edit a team member's name and number?
Account Settings & Access
How do I change or reset my password?
How do I find out my current contract terms?
How do I close my company account?
How do I update my marketing preferences?
How do I change my name and/or number in the platform?
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