Setting Up Your Page Organization - For Owners/Admins
Set up your Page organization and configure settings for your firm.
- Setting up your Page organization
- About Roles and Permissions
- Org settings: File groups
- Org settings: File Type by Color
- Org settings: Case plan
- Org settings: Flagged conditions
- Org settings: Saved views - Condition summary, timeline, search
- Org settings: Saved views - Case plan
- Org settings: Client overview