How do I access the dashboard?
How do I access the dashboard?
When you log in to Estateably, you are automatically directed to the Dashboard.
The dashboard allows you to:
View all your files
Create new files
Switch between file types (Estates, Trusts, POAs)
How do I open a file?
How do I open a file?
To open a file:
Navigate to your Dashboard.
Locate the file you want to access.
Click anywhere on the file row.
The file will open in the Overview tab.
Where is the main navigation menu within a file?
Where is the main navigation menu within a file?
Once inside a file, the main navigation menu is located on the left-hand side of the screen.
This menu allows you to move between sections such as:
Overview
Contacts
Tasks
Distributions
Accounting / Inventory
Documents
Reports
The available sections may vary depending on the file type.
How do I switch between file types?
How do I switch between file types?
To switch between file types:
Go to the Dashboard.
Use the file type selector (typically located in the upper-left area).
Choose the desired file type:
Estates
Trusts
POAs
The dashboard will update to display the selected file type.
How do I return to the dashboard from a file?
How do I return to the dashboard from a file?
To return to the dashboard:
Click the Dashboard option in the top navigation, or
Use your browser’s back button
Where can I find settings?
Where can I find settings?
To access settings:
Click the Settings (gear icon) in the top-right corner of the screen.
This opens administrative options such as:
Members and Teams
Roles and Permissions
Compensation Fees
Saved Contacts
How do I access my user profile?
How do I access my user profile?
To access your profile:
Click your initials in the top-right corner.
Select View Profile.
From here, you can manage:
Personal information
Password and security
Notification preferences
Email configuration
Where can I view notifications?
Where can I view notifications?
Notifications are accessed via the bell icon in the top-right corner.
A red dot indicates new notifications
Click the bell to view updates such as:
Task changes
File activity
System notifications
How do I access tasks across all files?
How do I access tasks across all files?
To view tasks across all files:
Click Tools in the top navigation.
Select Tasks.
This opens the Tasks Dashboard, where you can manage tasks globally.
Why do navigation options differ between files?
Why do navigation options differ between files?
Navigation may vary depending on the file type.
For example:
Estate files include Estate Accounting
Trust files include Trust Accounting
While the layout remains consistent, available features adjust based on the file context.
Can navigation differ based on user permissions?
Can navigation differ based on user permissions?
Yes.
Navigation options may vary depending on your role and permissions. Certain features or sections may be hidden if access has not been granted.
If you believe you should have access to a feature, contact your Organization Administrator.