- Knowledge Base Home
- Qbox
- Qbox FAQs
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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
- FAQs: Search
- FAQs: Notifications
- FAQs: Billing and Payments
- FAQs: Billing and Invoicing
- FAQs: Calendar
- FAQs: Chat
- Getting Started with Basil
- Basil Help Guides
- Basil Education
How is Qbox installed?
Account Owners and Shared Users/ Team Members that were invited to access folders need to sign up for a Qbox account and download the Qbox Client to start using Qbox. For full installation instructions click here.
If you are signing up for Qbox as an account owner to create your own folders, please refer to the following instructions: Account Owner Setup.
If you have been invited as a team member or shared user, please see refer to the following instructions: Shared User Setup.
Additional information can be found in our User Manual: Qbox User Manual