Access Legal Proclaim

Learn how to reassign multiple Compact+ tasks from one user to another using the General Task List in Proclaim Desktop.

Reassign tasks in bulk in Compact+

Learn how to convert a document to PDF from the History in Compact+.

Convert a document to PDF in Compact+

Learn how to create a slip in Compact+ Desktop and send the request to Accounts, where applicable.

Create a slip in Compact+

Learn why Compact+ may show a message saying that your user is already signed in, and how to continue signing in.

Already signed in message in Compact+

Learn how to run a spell check on alphanumeric fields in Compact+.

Spell check fields in Compact+

Learn how to create a PDF bundle from one or more History, Library, or external documents in Compact+.

Create a PDF bundle of documents in Compact+

Learn what can cause a Stamp Duty submission to fail with an IRMark error, and how to check and correct missing contact DX details in Compact+.

Resolve a Stamp Duty IRMark error in Compact+

Learn why an error may appear when sending emails with attachments from Compact+, and how to check whether the email has reached the size limit.

Error when sending emails with attachments in Compact+

Learn which font size settings can be changed in Compact+ Desktop and how to increase the font size in the case History.

Increase font size in Compact+

Learn how to display, amend, resend, print, email, or fax documents from the case History in Compact+.

Work with documents in the History in Compact+

Huzayfah Patel

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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