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Basil

Basil

All-in-one practice management software with one $30 subscription. Every feature you need to manage your firm, staff, and clients.

FAQs: General

What is Basil?

What are the features of Basil?

What are the benefits of Basil?

How is the Client Portal organized in Basil?

What file types are supported by Basil?

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FAQs: Signing up for Basil

How do I sign up for Basil?

How do I access my Basil account?

How can I edit my profile on Basil?

Basil: How do I verify my mobile number?

FAQs: Adding Clients

How do I add a Client in Basil?

How do I add a Workspace for a Client?

What is the Client Documents (Internal) Folder?

What is the Client Documents (External) Folder?

How do I share a Client in Basil?

How do I share a Client Workspace?

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FAQs: User Types and Roles

Who is an Account Owner in Basil?

Who is a Team Member in Basil?

What permissions do Admin Team Members have in Basil?

What permissions do Regular Team Members have in Basil?

Who is a Primary Client User in Basil?

Who is a Client User in Basil?

What permissions do Client Users have in Basil?

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FAQs: Adding Team Members

How do I add a Team Member in Basil?

How do I edit a Team Member in Basil?

FAQs: Adding Owner Firm

How can the Account Owner create Workspaces for their Firm?

How do I share a Workspace with Team Members in Basil?

FAQs: Folders

How do I create a folder in Basil?

How do I view the contents of an Owner Firm folder in Basil?

How do I view the contents of a Client folder in Basil?

How do I rename a folder in Basil?

How do I delete a folder in Basil?

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FAQs: Documents (Files)

How do I upload a document to Basil?

Can I sync up files from my PC to Basil?

How are document categories used?

How can I change the document category?

How is a document edited in Basil?

What is a file lock?

How many versions of a file are saved in the cloud?

How can I roll back a file to a previous version in Basil?

Can I download and edit a file?

How do I delete multiple files in Basil?

How can I delete a file in Basil?

How can I download a file in Basil?

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FAQs: Moving Files

How do I move files into a different folder in Basil?

How do I move multiple files file into a different folder in Basil?

FAQs: Restoring Files

How do I restore a folder or a file in Basil?

How do I restore a folder in Basil?

FAQs: Tasks

What are Tasks in Basil?

I have been logging time so far. Why do I need to create tasks?

Can I log time instead of creating Tasks?

How do I create a Task?

Are the Tasks I created saved as drafts until I click Save?

How do I pick up a Task assigned to me?

How do I pick up and continue working on a Task?

How do I edit a Task?

How do I delete a Task?

How do I view All Tasks?

How do I view Filtered Tasks?

How do I create a filtered view of Tasks?

How do I edit a filtered view of Tasks?

What type of tasks can be created?

Can I create new task types?

Can I hide the Task types that I don't need?

Can I delete a Task type?

What is a Kanban board?

Can I view the status of all tasks on the Kanban board?

Can I create additional stages on the Kanban board?

How can I make sure that my staff always log time before marking their tasks as completed?

How can I review some types of tasks before they are marked complete?

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FAQs: Projects and Workflow

How is a Project used?

What is a Project in Basil?

What is the Cora Assistant?

How do I create a new Project in Basil?

How do I view a Project that I created?

Basil: What is a Project Template?

How do I view the tasks assigned to me in a Project?

How do I activate the Cora Assistant in Basil?

How do I create a Project Template?

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FAQs: eSignature and KBA

How do I apply an eSignature Template in Basil?

How do I prepare an eSignature Template in Basil?

Basil: What is an eSignature Template?

What types of signatures can I use to sign a document?

What is the Text box used for?

What is the Date field used for?

How do I assign a signature component to a user?

How can I view the Audit Trail?

Basil: How does eSignature work?

How do I prepare a document for eSignature in Basil?

Do the users signing the document need to have a Basil account?

Can I use KBA for verifying user identity?

How do I enable KBA for my account?

How do I enable KBA for a signature?

How do I use a saved eSignature Template in Basil?

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FAQs: Storage

How can I purchase additional Basil storage?

How much storage is available with Basil?

How can I check the storage used in my Basil account?

Basil: What happens if I remove a Team Member and don't have enough storage available?

Will I be notified if I am low on storage space in my Basil account?

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FAQs: Import

How do I import a folder and its contents to Basil?

Can I import a folder and its contents from my local storage to Basil?

FAQs: Search

What are the Search options available in Basil?

How do I search for a document or folder in Basil?

FAQs: Notifications

How do I enable Basil notifications?

Can I get Basil notifications?

How do I view in-app notifications for Basil?

Basil: Can I manage the notifications sent to my Client users?

FAQs: Billing and Payments

How do I pay my Basil bill?

Basil: How do I send billing notifications to another individual?

How do I set up Autopay for Basil?

How do I change my billing cycle for Basil?

How do I view my Basil bill?

Basil: What happens after the trial period?

How is Basil billed?

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FAQs: Billing and Invoicing

Can I generate a Bill for my Clients for the Tasks performed for them?

What is a Service Item in the Bill?

How can I create a new Service Item?

Can I configure different rates for Service Items that use Service Billing Mode?

Can I use a different currency symbol on the bill, instead of US $?

Can I include Sales Tax in the Bill?

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FAQs: Calendar

How is the Calendar in Basil used?

Once tasks are scheduled can I pick up the tasks from the calendar?

How do I view the Calendars of my Team Members?

How are Tasks scheduled on the calendar?

How are the Notes used in Calendar?

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FAQs: Chat

How do I initiate a Chat?

How do I initiate a Group Chat?

How do I view users in the Group Chat ?

How do I add or remove users in the Group Chat?

Can I archive a Chat?

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Getting Started with Basil

Basil: Account Owner Setup

Add Team Members in Basil

Add Clients in Basil

Create/Upload Folders and Files in Basil

Creating and Assigning Tasks in Basil

Initiate eSignatures in Basil

Basil: Client User and Team Member Account Setup

Basil: 'My Firm' Workspace Setup

Basil Billing Details

Contact Basil Support

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Basil Help Guides

Basil: Inviting Client Users

Basil: Inviting Team Members to a Client or Firm Workspace

Basil: Creating Projects

Basil: Project Templates

Basil: eSignature Templates

Basil: Viewing and Filtering Tasks

Basil: Creating Custom Filter Views

Basil: Calendar

Basil: Chat

Basil: Charts

Basil: Working with Files as a Client

Paying for Basil

Basil: KBA (Knowledge-Based Authentication)

Managing Basil Storage

Basil: Notifications

Basil: Local and Global Search

Basil: Restore Deleted Items

Basil: Viewing Tasks as PDF

Cora Sync for Basil

Basil: Using Your Own Company Logos

Basil: Customize User Role Permissions

Basil: Billing

Basil: CRM (Customer Relationship Management)

Basil: Document Summarization

Basil: Requesting and Sending Files

Basil: Customizing Task Stages

Basil: Folder Templates

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Basil Education

Basil: Types of Clients

Basil: Types of Users

Basil Release Notes (Version 2.8)

Basil Release Notes (Version 2.7)

Basil Release Notes (Version 2.6)

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