Basil Support Portal

Contact our Support Team or browse our Knowledge Base for help guides, troubleshooting articles, training videos, and many more resources

 
GUIDES

Getting Started

View help guides to get you set up with Basil Advanced

  1. Account Owner Setup
  2. Add Team Members
  3. Add Clients
  4. Create/Upload Folders and Files
  5. Creating and Assigning Tasks
  6. Initiate eSignatures
  7. Setting up 'My Firm' workspaces
  8. Basil Billing Details

 

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GUIDES

Basil Simple

For those who signed up for the Basil Simple product, use this guide for all your setup and how-to details

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GUIDES

Help Guides

View help guides to assist you with using Basil Advanced functions

 

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EDUCATION

Basil User Manual

View the Basil User's Manual to get a high-level overview of the features of Basil Advanced

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UPDATES

Updates & Requests

Get the latest Basil update information and/or submit a feature request

 

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Chat with us! 

Select the green icon on the bottom right of the screen for the easiest and fastest way to get a hold of us during business hours.

Call us! 

Monday - Friday | 6AM - 6PM PST
408-448-QBOX (7269)
855-448-QBOX (7269) Toll-Free

 

Email us! 

Fill out the form or email us at support@coraltreetech.com

 
 

Would you like a CoralTree Support Associate to contact you?

Fill out the contact form and an associate will contact you during our business hours.