This area is for the advanced Users of Corporate Manager. Topics include Accessing the Help Centre and Template Submission Requirements; How to Add a New User; Add Items to Data Maintenance Table; Customizing Documents; etc.

ET Manager Advanced Administration Guide

Templates

• Accessing the Helpdesk and Question or Template Submission
  • Emergent Corporate Precedent Template Requirements
  • Emergent Estate Planning Precedent Template Requirements
  • Emergent Change Request Requirements
• Editing Will Clauses
• Creating Custom Templates
• Editing Existing Templates
• Creating Custom Packages
• Custom Logo on Reports

Licencing and Invoicing

• Viewing your Invoice Details
• Adding Licence Key

Data Maintenance

• Custom Sort Legal Kiosk Tabs
• Emergent - Adding and Deleting Users
• Workflow - Setting Up Users and Tasks
• Data Maintenance Tables - Adding to Dropdowns

Misc

• Save Filelist and Export to Excel

IT Staff

• Database Administration