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- FAQs: Projects and Workflow
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Qbox
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Basil
- FAQs: General
- FAQs: Signing up for Basil
- FAQs: Adding Clients
- FAQs: User Types and Roles
- FAQs: Adding Team Members
- FAQs: Adding Owner Firm
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Moving Files
- FAQs: Restoring Files
- FAQs: Tasks
- FAQs: Projects and Workflow
- FAQs: eSignature and KBA
- FAQs: Storage
- FAQs: Import
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CoraLegal
- FAQs: General
- FAQs: Signing up for CoraLegal
- FAQs: Adding Clients
- FAQs: Adding Owner Firm
- FAQs: Team Members and Client Users
- FAQs: Adding Team Members
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Import
- FAQs: Moving a file
- FAQs: Restoring Files
- FAQs: Storage
- FAQs: eSignature
- FAQs: Notary Portal
- FAQs: Search
- FAQs: Notifications
- FAQs: Billing and Payments
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CADbox
How do I view a Project that I created?
Click on the ‘Tasks’ tab at the top of Basil. Select ‘Projects’ on the toggle button towards the top-right. Select the Project you previously created to view all the tasks. You can activate or deactivate Cora Assistant., Make a copy of the Project or Delete the Project.