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

Demo


Introduction to Basil Practice Management

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