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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?

Does Basil have a User's Manual?

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?

How do I enable multi-factor authentication?

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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 ensure my staff always log time before ending task

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?

What Happen if I Remove a Team Member Without Enough Storage

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 Set Different Rates for Items Using 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: 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: 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 Statuses

Basil: Folder Templates

Basil: Forms

Basil: Reports

Basil: Drive

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Basil Education

Basil: Types of Clients

Basil: Types of Users

Basil Release Notes (Version 3.0)

Basil Release Notes (Version 2.8)

Basil Release Notes (Version 2.7)

Basil Release Notes (Version 2.6)

Basil Security

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