https://kb.coraltreetech.com/knowledge/installation-errors2025-12-16https://kb.coraltreetech.com/knowledge/basil-calendar2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-view-all-tasks2025-12-16https://kb.coraltreetech.com/knowledge/can-i-import-a-folder-and-its-contents-from-my-local-storage-to-basil2025-12-16https://kb.coraltreetech.com/knowledge/can-i-disable-verification-codes-for-signatures2025-12-16https://kb.coraltreetech.com/knowledge/case-study-ledgersync-and-qbox2025-12-16https://kb.coraltreetech.com/knowledge/basil-release-notes-version-2.82025-12-16https://kb.coraltreetech.com/knowledge/what-is-a-project-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/can-i-create-additional-stages-on-the-kanban-board2025-12-16https://kb.coraltreetech.com/knowledge/basil-working-with-files-as-a-client2025-12-16https://kb.coraltreetech.com/knowledge/are-my-files-hosted-in-a-secure-environment-in-the-cloud-12025-12-16https://kb.coraltreetech.com/knowledge/basil-can-i-use-kba-for-verifying-user-identity2025-12-16https://kb.coraltreetech.com/knowledge/restore-deleted-files-and-folders2025-12-16https://kb.coraltreetech.com/knowledge/what-is-a-workspace2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-add-a-workspace-for-a-client2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-share-a-client-workspace2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-is-a-file-lock-12025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-pay-my-basil-bill2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-share-a-client-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-is-the-client-portal-organized-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-are-tasks-scheduled-on-the-calendar2025-12-16https://kb.coraltreetech.com/knowledge/basil-esignature-templates2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-are-tags2026-04-01https://kb.coraltreetech.com/knowledge/qbox-invoicing2025-12-16https://kb.coraltreetech.com/knowledge/how-can-i-check-the-storage-used-in-my-basil-account2025-12-16https://kb.coraltreetech.com/knowledge/what-are-tasks-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/what-are-the-repetition-cycles-for-tasks-and-projects2025-12-16https://kb.coraltreetech.com/knowledge/basil-root-workspaces2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-delete-multiple-files-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/kb-tickets/newhttps://19647243.fs1.hubspotusercontent-na1.net/hubfs/19647243/CoralTree/logos/logo.pnglogologohttps://19647243.fs1.hubspotusercontent-na1.net/hubfs/19647243/coraltree-logo.pngcoraltreelogocoraltreelogo2025-12-16https://kb.coraltreetech.com/knowledge/how-can-i-purchase-additional-basil-storage2025-12-16https://kb.coraltreetech.com/knowledge/basil-organizer-templates2025-12-16https://kb.coraltreetech.com/knowledge/communication-and-server-errors2025-12-16https://kb.coraltreetech.com/knowledge/qbox-adding-clients2025-12-16https://kb.coraltreetech.com/knowledge/can-i-enable-stripe-with-invoicing2025-12-16https://kb.coraltreetech.com/knowledge/do-i-need-quickbooks-software-to-open-the-file-12025-12-16https://kb.coraltreetech.com/knowledge/contact-coraltree-support2025-12-16https://kb.coraltreetech.com/knowledge/can-i-include-sales-tax-in-the-bill2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-delete-a-task2025-12-16https://kb.coraltreetech.com/knowledge/why-cant-i-see-the-reports-tab2025-12-16https://kb.coraltreetech.com/knowledge/basil-forms2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-rename-a-folder-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/woodard-supporting-clients-with-large-files2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-move-a-folder-in-basil2026-03-26https://kb.coraltreetech.com/knowledge/how-do-i-change-my-billing-cycle-for-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-chat2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-change-the-email-address-used-for-my-qbox-account-12025-12-16https://kb.coraltreetech.com/knowledge/how-is-basil-billed2025-12-16https://kb.coraltreetech.com/knowledge/can-i-get-basil-notifications2025-12-16https://kb.coraltreetech.com/knowledge/basil-crm2025-12-16https://kb.coraltreetech.com/knowledge/basil-invoicing2025-12-16https://kb.coraltreetech.com/knowledge/what-file-types-are-supported-by-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-close-my-qbox-account-12025-12-16https://kb.coraltreetech.com/knowledge/upgrading-quickbooks-company-files2025-12-16https://kb.coraltreetech.com/knowledge/basil-global-settings2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-delete-a-folder-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-customizing-task-stages2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-edit-a-task2025-12-16https://kb.coraltreetech.com/knowledge/qbox-excel-or-word-file-does-not-prompt-to-lock-for-one-user2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-pick-up-a-task-assigned-to-me2025-12-16https://kb.coraltreetech.com/knowledge/basil-mobile-and-app-version2026-01-03https://kb.coraltreetech.com/knowledge/shared-user-setup2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-upload-a-document-to-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-to-clear-browser-site-data-for-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-view-the-calendars-of-my-team-members2025-12-16https://kb.coraltreetech.com/knowledge/managing-basil-storage2025-12-16https://kb.coraltreetech.com/knowledge/add-clients-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-root-client-dashboards2025-12-16https://kb.coraltreetech.com/knowledge/creating-a-sync-folder2025-12-16https://kb.coraltreetech.com/knowledge/can-i-lock-a-file-from-clients-accessing-it2025-12-16https://kb.coraltreetech.com/knowledge/qbox-faqs-mu2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-initiate-a-chat2025-12-16https://kb.coraltreetech.com/knowledge/how-can-i-edit-my-profile-on-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-does-esignature-work2025-12-16https://kb.coraltreetech.com/knowledge/basil-local-and-global-search2025-12-16https://kb.coraltreetech.com/knowledge/how-can-i-download-a-file-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/roll-back-files-to-a-previous-synced-version2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-assign-a-signature-component-to-a-user2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-create-a-task2025-12-16https://kb.coraltreetech.com/knowledge/can-i-configure-different-rates-for-service-items-that-use-service-billing-mode2025-12-16https://kb.coraltreetech.com/knowledge/creating-and-assigning-tasks-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-drive2025-12-16https://kb.coraltreetech.com/knowledge/paying-for-qbox2025-12-16https://kb.coraltreetech.com/knowledge/basil-working-on-and-logging-time-for-tasks2025-12-16https://kb.coraltreetech.com/knowledge/how-can-i-import-clients-in-bulk-through-a-csv-file2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-create-a-project-template2025-12-16https://kb.coraltreetech.com/knowledge/basil-kba-knowledge-based-authentication2025-12-16https://kb.coraltreetech.com/knowledge/how-can-i-make-sure-that-my-staff-always-log-time-before-marking-their-tasks-as-completed2025-12-16https://kb.coraltreetech.com/knowledge/basil-account-owner-setup2025-12-16https://kb.coraltreetech.com/knowledge/basil-create-organizers2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-add-a-team-member-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/copy-quickbooks-files-into-qbox2025-12-16https://kb.coraltreetech.com/knowledge/how-can-i-review-some-types-of-tasks-before-they-are-marked-complete2025-12-16https://kb.coraltreetech.com/knowledge/add-team-members-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/what-is-a-kanban-board2025-12-16https://kb.coraltreetech.com/knowledge/how-is-the-calendar-in-basil-used2025-12-16https://kb.coraltreetech.com/knowledge/basil-inviting-client-users2025-12-16https://kb.coraltreetech.com/knowledge/what-permissions-do-client-users-have-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-view-users-in-the-group-chat2025-12-16https://kb.coraltreetech.com/knowledge/can-i-archive-a-chat2025-12-16https://kb.coraltreetech.com/knowledge/what-are-ai-credits-in-qbox2025-12-16https://kb.coraltreetech.com/knowledge/how-can-i-roll-back-a-file-to-a-previous-version-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/which-operating-systems-are-supported-by-qbox-12025-12-16https://kb.coraltreetech.com/knowledge/basil-how-many-versions-of-a-file-are-saved-in-the-cloud2025-12-16https://kb.coraltreetech.com/knowledge/basil-are-the-tasks-i-created-saved-as-drafts-until-i-click-save2025-12-16https://kb.coraltreetech.com/knowledge/what-is-the-date-field-used-for-basil2025-12-16https://kb.coraltreetech.com/knowledge/qbox-faqs-billing-and-payments2025-12-16https://kb.coraltreetech.com/knowledge/basil-quickbooks-online-integration-options2025-12-16https://kb.coraltreetech.com/knowledge/basil-release-notes-20262026-01-09https://kb.coraltreetech.com/knowledge/qbox-billing-details2025-12-16https://kb.coraltreetech.com/knowledge/will-i-be-notified-if-i-am-low-on-storage-space-in-my-basil-account2025-12-16https://kb.coraltreetech.com/knowledge/basil-using-your-own-company-logos2025-12-16https://kb.coraltreetech.com/knowledge/what-are-the-features-of-basil2025-12-16https://kb.coraltreetech.com/knowledge/can-i-generate-a-bill-for-my-clients-for-the-tasks-performed-for-them2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-types-of-signatures-can-i-use-to-sign-a-document2025-12-16https://kb.coraltreetech.com/knowledge/what-is-qbox-mu-multi-user-12025-12-16https://kb.coraltreetech.com/knowledge/inviting-users-to-a-sync-folder2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-sign-up-for-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-is-qbox-installed-12025-12-16https://kb.coraltreetech.com/knowledge/how-can-i-create-a-new-service-item2025-12-16https://kb.coraltreetech.com/knowledge/types-of-folders2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-share-files-using-qbox-12025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-enable-multi-factor-authentication2025-12-16https://kb.coraltreetech.com/knowledge/changing-the-email-address-used-for-your-qbox-account2025-12-16https://kb.coraltreetech.com/knowledge/once-tasks-are-scheduled-can-i-pickup-the-tasks-from-the-calendar2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-apply-an-esignature-template-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-activate-the-cora-assistant-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-prepare-an-esignature-template-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/does-basil-have-a-users-manual2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-type-of-tasks-can-be-created2025-12-16https://kb.coraltreetech.com/knowledge/can-i-hide-the-task-types-that-i-dont-need2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-enable-kba-for-my-account2025-12-16https://kb.coraltreetech.com/knowledge/qbox-faqs-5-16331191143402025-12-16https://kb.coraltreetech.com/knowledge/basil-notifications2025-12-16https://kb.coraltreetech.com/knowledge/qbox-faqs-42025-12-16https://kb.coraltreetech.com/knowledge/who-is-a-client-user-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-are-document-categories-used2025-12-16https://kb.coraltreetech.com/knowledge/qbox-web-dashboard-errors2025-12-16https://kb.coraltreetech.com/knowledge/qbox-initiate-esignatures2025-12-16https://kb.coraltreetech.com/knowledge/qbox-faqs2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-share-a-workspace-with-team-members-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-happens-if-i-remove-a-team-member-and-dont-have-enough-storage-available2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-happens-after-the-15-day-trial-period2025-12-16https://kb.coraltreetech.com/knowledge/qbox-faqs-admin2025-12-16https://kb.coraltreetech.com/knowledge/basil-types-of-users2025-12-16https://kb.coraltreetech.com/knowledge/basil-initiate-esignatures2025-12-16https://kb.coraltreetech.com/knowledge/what-is-qbox-12025-12-16https://kb.coraltreetech.com/knowledge/basil-how-is-a-project-used2025-12-16https://kb.coraltreetech.com/knowledge/basil-viewing-and-filtering-tasks2025-12-16https://kb.coraltreetech.com/knowledge/can-i-import-and-merge-clients-through-quickbooks-online2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-access-qbox-files-on-multiple-computers2025-12-16https://kb.coraltreetech.com/knowledge/qbox-faqs-5-16331191624802025-12-16https://kb.coraltreetech.com/knowledge/qbox-faqs-22025-12-16https://kb.coraltreetech.com/knowledge/can-i-delete-a-task-type2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-prepare-a-document-for-esignature-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-is-an-esignature-template2025-12-16https://kb.coraltreetech.com/knowledge/qbox-creating-tasks2025-12-16https://kb.coraltreetech.com/knowledge/how-much-storage-is-available-with-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-enable-kba-for-a-signature2025-12-16https://kb.coraltreetech.com/knowledge/how-are-the-notes-used-in-calendar2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-edit-a-filtered-view-of-tasks2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-use-a-saved-esignature-template-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/shared-user-and-team-member-permissions2025-12-16https://kb.coraltreetech.com/knowledge/basil-requesting-and-sending-files2025-12-16https://kb.coraltreetech.com/knowledge/basil-email-integration2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-search-for-a-document-or-folder-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-release-notes-version-2.6-12025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-view-my-basil-bill2025-12-16https://kb.coraltreetech.com/knowledge/backup-quickbooks-files2025-12-16https://kb.coraltreetech.com/knowledge/basil-release-notes-version-3.02025-12-16https://kb.coraltreetech.com/knowledge/account-owner-setup2025-12-16https://kb.coraltreetech.com/knowledge/basil-i-have-been-logging-time-so-far2025-12-16https://kb.coraltreetech.com/knowledge/basil-file-actions2025-12-16https://kb.coraltreetech.com/knowledge/can-i-use-a-different-currency-symbol-on-the-bill-instead-of-us2025-12-16https://kb.coraltreetech.com/knowledge/basil-restore-deleted-items2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-can-i-change-the-document-category2025-12-16https://kb.coraltreetech.com/knowledge/create/upload-folders-and-files-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/quickbooks-file-sharing-solutions2025-12-16https://kb.coraltreetech.com/knowledge/can-i-sync-up-files-from-my-pc-to-basil2025-12-16https://kb.coraltreetech.com/knowledge/qbox-user-manual2025-12-16https://kb.coraltreetech.com/knowledge/using-qbox-on-multiple-computers2025-12-16https://kb.coraltreetech.com/knowledge/can-i-link-my-email-account-to-basil2025-12-16https://kb.coraltreetech.com/knowledge/installing-qbox2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-create-a-new-project-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-view-in-app-notifications-for-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-edit-a-team-member-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-move-files-into-a-different-folder-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/qbox-general-faqs2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-is-the-cora-assistant2025-12-16https://kb.coraltreetech.com/knowledge/basil-creating-custom-fields-notes-and-client-data-fields2025-12-16https://kb.coraltreetech.com/knowledge/how-to-reinstall-basil-drive2026-02-04https://kb.coraltreetech.com/knowledge/basil-billing-details2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-move-multiple-files-file-into-a-different-folder-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-view-the-contents-of-an-owner-firm-folder-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/what-is-the-qbox-folder-12025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-download-multiple-files-in-basil2026-03-26https://kb.coraltreetech.com/knowledge/how-do-i-import-a-folder-and-its-contents-to-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-pick-up-and-continue-working-on-a-task2025-12-16https://kb.coraltreetech.com/knowledge/contact-basil-support2025-12-16https://kb.coraltreetech.com/knowledge/how-is-qbox-billed-12025-12-16https://kb.coraltreetech.com/knowledge/basil-reports2025-12-16https://kb.coraltreetech.com/knowledge/manage-team-members2025-12-16https://kb.coraltreetech.com/knowledge/enabling-collaboration-features-and-billing2025-12-16https://kb.coraltreetech.com/knowledge/account-registration-details-email-address-usage2025-12-16https://kb.coraltreetech.com/knowledge/who-is-a-team-member-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/paying-for-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-create-a-filtered-view-of-tasks2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-initiate-a-group-chat2025-12-16https://kb.coraltreetech.com/knowledge/basil-can-i-manage-the-notifications-sent-to-my-client-users2025-12-16https://kb.coraltreetech.com/knowledge/what-permissions-do-admin-team-members-have-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-access-my-basil-account2025-12-16https://kb.coraltreetech.com/knowledge/basil-types-of-clients2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-restore-a-folder-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/get-the-latest-version-of-qbox-client2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-verify-my-mobile-number2025-12-16https://kb.coraltreetech.com/knowledge/can-i-enable-quickbooks-online-with-invoicing2025-12-16https://kb.coraltreetech.com/knowledge/can-i-edit-the-name-and-email-address-of-a-client-contact2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-view-a-project-that-i-created2025-12-16https://kb.coraltreetech.com/knowledge/can-i-create-new-task-types2025-12-16https://kb.coraltreetech.com/knowledge/basil-document-summarization2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-can-i-view-the-audit-trail2025-12-16https://kb.coraltreetech.com/knowledge/qbox-mu-for-multi-user-quickbooks2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-is-the-client-documents-internal-folder2025-12-16https://kb.coraltreetech.com/knowledge/basil-inviting-team-members-to-a-client-or-firm-entity2025-12-16https://kb.coraltreetech.com/knowledge/what-permissions-do-regular-team-members-have-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/who-is-a-primary-client-user-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-send-billing-notifications-to-another-individual2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-is-a-project-template2025-12-16https://kb.coraltreetech.com/knowledge/basil-can-i-log-time-instead-of-creating-tasks2025-12-16https://kb.coraltreetech.com/knowledge/basil-folder-templates2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-is-the-client-documents-external-folder2025-12-16https://kb.coraltreetech.com/knowledge/basil-security2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-view-filtered-tasks2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-can-the-account-owner-create-workspaces-for-their-firm2025-12-16https://kb.coraltreetech.com/knowledge/basil-creating-custom-filter-views2025-12-16https://kb.coraltreetech.com/knowledge/basil-timesheets2025-12-16https://kb.coraltreetech.com/knowledge/close-account2025-12-16https://kb.coraltreetech.com/knowledge/kb-search-resultshttps://19647243.fs1.hubspotusercontent-na1.net/hubfs/19647243/CoralTree/logos/logo.pnglogologohttps://19647243.fs1.hubspotusercontent-na1.net/hubfs/19647243/coraltree-logo.pngcoraltreelogocoraltreelogo2025-12-16https://kb.coraltreetech.com/knowledge/qbox-security2025-12-16https://kb.coraltreetech.com/knowledge/basil-what-is-the-text-box-used-for-2025-12-16https://kb.coraltreetech.com/knowledge/qbox-chat2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-invite-another-user-to-share-my-qbox-sync-folder2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-create-a-folder-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-add-or-remove-users-in-the-group-chat2025-12-16https://kb.coraltreetech.com/knowledge/what-is-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-release-notes-version-2.72025-12-16https://kb.coraltreetech.com/knowledge/basil-my-firm-entity-setup2025-12-16https://kb.coraltreetech.com/knowledge/quickbooks-errors-opening-company-file2025-12-16https://kb.coraltreetech.com/knowledge/basil-can-i-download-and-edit-a-file2025-12-16https://kb.coraltreetech.com/knowledge/how-are-quickbooks-company-files-shared-using-qbox-12025-12-16https://kb.coraltreetech.com/knowledge/basil-client-user-and-team-member-account-setup2025-12-16https://kb.coraltreetech.com/knowledgehttps://19647243.fs1.hubspotusercontent-na1.net/hubfs/19647243/Basil%20PM%20Logo_white.pngBasilPMLogowhiteBasilPMLogowhitehttps://19647243.fs1.hubspotusercontent-na1.net/hubfs/19647243/CoralTree/logos/logo.pnglogologohttps://19647243.fs1.hubspotusercontent-na1.net/hubfs/19647243/Qbox%20Logo%20Q%20Only-1.pngQboxLogoQOnly1QboxLogoQOnly1https://19647243.fs1.hubspotusercontent-na1.net/hubfs/19647243/coraltree-logo.pngcoraltreelogocoraltreelogo2025-12-16https://kb.coraltreetech.com/knowledge/reinstall-qbox2025-12-16https://kb.coraltreetech.com/knowledge/qbox-faqs-12025-12-16https://kb.coraltreetech.com/knowledge/quickbooks-attachments2025-12-16https://kb.coraltreetech.com/knowledge/what-is-a-service-item-in-the-bill2025-12-16https://kb.coraltreetech.com/knowledge/who-is-an-account-owner-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-ai-copilot2025-12-16https://kb.coraltreetech.com/knowledge/which-applications-and-file-types-are-supported-12025-12-16https://kb.coraltreetech.com/knowledge/how-is-a-document-edited-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/can-i-view-the-status-of-all-tasks-on-the-kanban-board2025-12-16https://kb.coraltreetech.com/knowledge/basil-importing-clients-with-a-csv2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-set-up-autopay-for-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-share-just-a-specific-subfolder-in-the-external-folder2025-12-16https://kb.coraltreetech.com/knowledge/sync-not-occurring2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-view-the-tasks-assigned-to-me-in-a-project2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-restore-a-folder-or-a-file-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-set-up-qbox-on-a-new-computer-using-the-same-email-address2025-12-16https://kb.coraltreetech.com/knowledge/kb-404https://19647243.fs1.hubspotusercontent-na1.net/hubfs/19647243/coraltree-logo.pngcoraltreelogocoraltreelogohttps://19647243.fs1.hubspotusercontent-na1.net/hubfs/19647243/CoralTree/logos/logo.pnglogologo2025-12-16https://kb.coraltreetech.com/knowledge/create-folders-as-a-shared-user2025-12-16https://kb.coraltreetech.com/knowledge/qbox-faqs-5-16331191947182025-12-16https://kb.coraltreetech.com/knowledge/what-are-the-benfits-of-basil2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-add-a-client2025-12-16https://kb.coraltreetech.com/knowledge/shared-users2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-view-the-contents-of-a-client-folder-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/qbox-faqs-5-16331192388152025-12-16https://kb.coraltreetech.com/knowledge/basil-folder-template-confirmation-message2025-12-16https://kb.coraltreetech.com/knowledge/types-of-qbox-users2025-12-16https://kb.coraltreetech.com/knowledge/transfer-ownership-of-a-sync-folder2025-12-16https://kb.coraltreetech.com/knowledge/how-can-i-delete-a-file-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/what-are-the-search-options-available-in-basil2025-12-16https://kb.coraltreetech.com/knowledge/do-the-users-signing-the-document-need-to-have-a-basil-account2025-12-16https://kb.coraltreetech.com/knowledge/basil-customize-user-role-permissions2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-request-a-client-to-upload-files2026-03-26https://kb.coraltreetech.com/knowledge/qbox-captcha-error2025-12-16https://kb.coraltreetech.com/knowledge/how-do-i-enable-basil-notifications2025-12-16https://kb.coraltreetech.com/knowledge/quickbooks-primer2025-12-16https://kb.coraltreetech.com/knowledge/basil-how-do-i-request-a-client-to-download-files2026-03-26