- Knowledge Base Home
- Basil
- FAQs: User Types and Roles
-
Qbox
-
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
-
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
-
CADbox
Who is a Client User in Basil?
Client Users are added to Client Workspaces. They have permission to view the contents of the Client Documents (External) folder only.