Account Owner is the user who initially signs up for an account on CoraCloud. Account owners can then add additional Team Members and Clients. They will be billed for the number of Team Members added to their account.
Invited Users are users who were invited to access documents in CoraCloud; they are either Client Users or Team Members.
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.
View this help guide for instructions on how to create and upload folders and files in CoraCloud.
Obtaining an eSignature in CoraCloud is simple. First, you will need to upload a PDF document to the appropriate folder in CoraCloud. To initiate an eSignature, follow these instructions.
Account owners can use CoraLegal to set up their own working spaces, separate from Client working spaces. These working spaces are called ‘Entities’ in CoraLegal.
Account Owners and Admin Team Members can use CoraCloud to set up working spaces to collaborate with their Clients. These working spaces are called ‘Clients’ in CoraCloud.
The Organizer or Project Organizer is a widget used for creating and managing tasks that need to be completed for a project within CoraCloud.
You can create Tasks in CoraCloud and assign them to yourself as the Account Owner, Team Members, or Client Users, for any work that needs to be performed.
Tasks in CoraCloud can be viewed three ways: Placard View, List View, and Table View. Each view allows different filter capabilities.
As an Account Owner, learn everything about how CoraCloud is billed by viewing this guide.
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