Setting up Vault

I have multiple offices. Can each office have their own Vault?

Yes, you will have to set up each offices as a team in your organization. Click here for our quick reference guide or contact support@estateably.com for assistance.

How do you set up the autogenerated next vault numbers feature?

Have your system administrator log into settings, select a vault setup from the dropdown and enter your vault starting number. Click here for our quick reference guide or contact support@estateably.com for assistance.

How do I add lawyers under the Responsible File Owner field?

If you are not seeing a lawyer who is the responsible file owner in the list on the matter, reach out to your system administrator to add all lawyers to the saved contacts for your firm.