The Account Owner is the user who initially signs up for an account on Basil. Account owners can then add additional Team Members and Clients. They will be billed for the number of Team Members added to their account.
Team Member accounts are for users who are employees or associates of the Account Owner’s Firm. The Account Owner will be billed for themselves and each Team Member that is added to their account.
Account Owners and Admin Team Members can use Basil to set up working spaces to collaborate with their Clients. These working spaces are called ‘Clients’ in Basil.
View this help guide for instructions on how to create and upload folders and files in Basil.
You can create Tasks in Basil and assign them to yourself as the Account Owner, Team Members, or Client Users, for any work that needs to be performed.
Obtaining an eSignature in Basil is simple. First, you will need to upload a PDF document to the appropriate folder in Basil. To initiate an eSignature, follow these instructions.
Account owners can use Basil to set up their own working spaces, separate from Client working spaces. These working spaces are called ‘Entities’ in Basil.
Invited Users are users who were invited to access documents in Basil; they are either Client Users or Team Members.
As an Account Owner, learn everything about how Basil is billed by viewing this guide.
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