Estateably

Managing your files and matters on the homepage

Case Dashboard (Homepage)

Archive files to keep your dashboard clean and display only active files. This article explains how to archive a file in Estateably.

Archive a file

Rename, reassign, archive, duplicate, or delete a case from the Active Files dashboard. This article explains each action and what it does.

Active file actions

File management

Answers to common questions about notifications and communication preferences in Estateably, including delivery options, deadline reminders, and system notifications.

Notification FAQs

How to manage notifications in Estateably

Notifications

Quickly find files, contacts, and accounts across Estates, Trusts, and Power of Attorney using the search bar. This article explains how to search and filter results.

Use the search bar

An overview of the top menu and left-hand file menu in Estateably, and what each section is used for.

Navigate Estateably menus

Answers to common questions about navigating Estateably, including accessing the dashboard, opening files, finding settings, and understanding how navigation varies by file type and permissions.

Navigation FAQs

Navigation

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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