Basil Support Portal

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

 

Select the Video You Wish to View

Prefer to watch a video over reading an article? No worries, we cover many common Basil topics below.

Demo


Introduction to Basil Practice Management

Getting Started


Account Owner Setup


Initiate eSignatures

 


Add Team Members


Add Clients


Creating and Assigning Tasks

 


Client User and Team Member Setup


My Firm Workspace Setup

Help Guides


Create and Send Forms


Inviting Client Users


Inviting Team Members to Workspaces


Working with Files as a Client


eSignature Templates


Local and Global Search


Restore Deleted Items


Customize User Role Permissions


Viewing and Filtering Tasks


Requesting and Sending Files


Customizing Task Stages


Folder Templates

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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

 
 

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