Getting Started

Welcome & Setup

7 articles

Overview Text templates are used to auto populate the narration of the reason field for trust and office receipts & payments, purchases, work ite...

Overview This guide covers the process of setting up and updating a custom field on a matter, contact or invoice. Custom fields enable Firms to a...

Efimis is an interactive web application. The web pages you visit are a mix of static and interactive content. Web applications depend on a relia...