Room Administration & Reference

Adding a New Room

• Creating a New Room/Template
• New Room Quickstart Guide & Best Practices

Room Management

• Managing Room Codes
• Quik Search Manager
• Room Settings
• Managing Room Tags
• Managing Work Lists
• Managing Document Requests

See all 9 articles

Managing Room Users & Permissions

• Inviting New Room Users
• Managing Room Users
• 2nd Level Approval for Room Invitations
• Managing Room Groups & Folder Permissions

Reports

• Activity Report

Using Templates

• What are Templates?
• Saving a Room as a Template

Dedupe

• Executing Dedupe

Advanced Tools

• Communication Analyzer
• Batching
• Email Thread Analysis