# Estateably Support Center

> What can we help you find?

## English

### Getting Started

- [What is Estateably?](https://support.estateably.com/en/articles/10706773-what-is-estateably.md): Estateably is a cloud-based trust and estate administration platform that reduces administrative burden through automation. This article explains what the platform does, how it is used, and where i...
- [Estateably products explained](https://support.estateably.com/en/articles/10736122-estateably-products-explained.md): An overview of each product in the Estateably platform — Estate Administration, Trust Administration, POA, Fiduciary Accounting, Import AI, Notice to Creditors, and Vault — and how they work together.
- [Checking Estateably Service Status](https://support.estateably.com/en/articles/13931937-checking-estateably-service-status.md): Are you having trouble accessing Estateably? You can check the current status of the platform and view any recent downtime or service interruptions.
- [Estateably FAQs](https://support.estateably.com/en/articles/10736102-estateably-faqs.md): General guidance on what Estateably is, what file types it supports, and how key features work — including tasks, contacts, distributions, accounting, users, and notifications.
- [Create your first file](https://support.estateably.com/en/articles/10736106-create-your-first-file.md): This guide walks you through creating your first case in Estateably and completing the essential setup steps.
- [File creation FAQs](https://support.estateably.com/en/articles/10736114-file-creation-faqs.md)
- [Set up your Estateably account](https://support.estateably.com/en/articles/10736109-set-up-your-estateably-account.md): Log in and get started on Estateably after your account has been created. This article covers your welcome email, password setup, adding a payment method, and creating your first file.

### Case Dashboard \(Homepage\)

- [Archive a file](https://support.estateably.com/en/articles/10736124-archive-a-file.md): Archive files to keep your dashboard clean and display only active files. This article explains how to archive a file in Estateably.
- [Active file actions](https://support.estateably.com/en/articles/10736125-active-file-actions.md): Rename, reassign, archive, duplicate, or delete a case from the Active Files dashboard. This article explains each action and what it does.
- [Notification FAQs](https://support.estateably.com/en/articles/10736117-notification-faqs.md): Answers to common questions about notifications and communication preferences in Estateably, including delivery options, deadline reminders, and system notifications.
- [Use the search bar](https://support.estateably.com/en/articles/10706775-use-the-search-bar.md): 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.
- [Navigate Estateably menus](https://support.estateably.com/en/articles/10736118-navigate-estateably-menus.md): An overview of the top menu and left-hand file menu in Estateably, and what each section is used for.
- [Navigation FAQs](https://support.estateably.com/en/articles/10736127-navigation-faqs.md): 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.

### File Overview

- [Use the Overview Module](https://support.estateably.com/en/articles/10736132-use-the-overview-module.md): The Overview Module gives you a bird's-eye view of a file, with quick access to the most-used information and tasks. This article explains what each tile and section shows and how to interact with ...
- [How do I upgrade my file type to add accounting?](https://support.estateably.com/en/articles/10736322-how-do-i-upgrade-my-file-type-to-add-accounting.md): If you initially created a probate-only file and later need accounting functionality, you can upgrade your file type directly within the estate file.

### Task Management

- [Adding a one-off task](https://support.estateably.com/en/articles/10736152-adding-a-one-off-task.md): Individual tasks allow you to add custom steps to a file and track work outside of predefined task templates.
- [Managing individual tasks](https://support.estateably.com/en/articles/10736148-managing-individual-tasks.md)
- [Use task management](https://support.estateably.com/en/articles/10736141-use-task-management.md): The Tasks section tracks all steps in the estate or trust process. This article explains how to filter tasks, use bulk actions, and understand how tasks affect file progress.
- [Generate a task report](https://support.estateably.com/en/articles/10736147-generate-a-task-report.md): Generate a Tasks Report to see the current status of all tasks in a file — including who completed each task, when, and any due dates.
- [Task Management FAQs](https://support.estateably.com/en/articles/10871448-task-management-faqs.md): Below are answers to common questions about managing and tracking tasks in Estateably.
- [Add a task template to a file](https://support.estateably.com/en/articles/10736153-add-a-task-template-to-a-file.md): Add one or more task templates to a file's task list to extend the default task set with reusable groups of tasks. This article walks through selecting and inserting templates into a file.
- [Create a task template](https://support.estateably.com/en/articles/10736155-create-a-task-template.md): Task templates are reusable sets of tasks you can insert into any file to avoid building task lists from scratch. This article covers how to create, edit, define to-do lists, link tasks, and delete...
- [Manage task templates](https://support.estateably.com/en/articles/10736156-manage-task-templates.md): Task templates are reusable groups of tasks that can be applied across files to standardize workflows. This article explains what task templates are and how they help your organization stay consist...
- [Task Template FAQs](https://support.estateably.com/en/articles/10736157-task-template-faqs.md)

### Intake

- [Using the Estate Intake](https://support.estateably.com/en/articles/10706633-using-the-estate-intake.md)
- [Estate Intake Webpage](https://support.estateably.com/en/articles/11662626-estate-intake-webpage.md)
- [How do I use the intake module?](https://support.estateably.com/en/articles/10706788-how-do-i-use-the-intake-module.md): How to enter information about the case, as well as the deceased/settlor/grantor to Estateably.
- [Estate Intake FAQs](https://support.estateably.com/en/articles/10731504-estate-intake-faqs.md)

### Contact management

- [Add and edit a beneficiary profile](https://support.estateably.com/en/articles/10706793-add-and-edit-a-beneficiary-profile.md): Add a beneficiary to a file so their details appear on forms and letters and they can be selected for distributions. This article explains how to add and edit beneficiary profiles.
- [Add and edit an executor profile](https://support.estateably.com/en/articles/10736173-add-and-edit-an-executor-profile.md): Add an executor, trustee, or personal representative profile to a file so their details appear on forms, letters, and accounting reports. This article covers both adding and editing.
- [Generate a List of Beneficiaries report](https://support.estateably.com/en/articles/10736176-generate-a-list-of-beneficiaries-report.md): Generate a printable List of Beneficiaries report that shows each beneficiary's details, bequests, and residual entitlement. Available as Word or PDF.
- [Contact management FAQs](https://support.estateably.com/en/articles/10736182-contact-management-faqs.md): Answers to common questions about adding, editing, and managing contacts in Estateably, including beneficiary profiles, legacy types, saved contacts, and the List of Beneficiaries report.

### Inventory

- [Adding an Asset](https://support.estateably.com/en/articles/10706796-adding-an-asset.md): This article walks through the general steps to add an asset, with consideration to how initial assets of a trust are added.
- [Add an investment account \(Estates\)](https://support.estateably.com/en/articles/11996576-add-an-investment-account-estates.md): There are two ways to add an investment account in Estate Accounting — with holdings for detailed tracking, or without holdings for a simpler cash-only approach. This article covers both methods.
- [Adding Holdings](https://support.estateably.com/en/articles/10750832-adding-holdings.md): How to add original and trustee/executor/guardian-purchased holdings to Estateably.
- [Adding a Liability](https://support.estateably.com/en/articles/10736193-adding-a-liability.md): This article walks through the general steps to add a liability, with consideration adding initial liabilities of a trust.
- [Import a Date of Death statement](https://support.estateably.com/en/articles/12019913-import-a-date-of-death-statement.md): Import holdings for a deceased investment or bank account using a PDF statement that covers the date of death. This article walks through each step of the import process.
- [Add a GIC](https://support.estateably.com/en/articles/14172154-add-a-gic.md): Add a GIC that existed at the date of death as an inventory asset. This article walks through the steps and explains what is recorded.
- [Track accrued interest for a GIC](https://support.estateably.com/en/articles/14172285-track-accrued-interest-for-a-gic.md): Record accrued interest separately from a GIC asset. This article explains how to add an accrued interest asset and where it appears in your file.
- [How to Liquidate a GIC](https://support.estateably.com/en/articles/14183806-how-to-liquidate-a-gic.md): This article explains how to liquidate a GIC within an account.
- [GIC FAQs](https://support.estateably.com/en/articles/14172025-gic-faqs.md): Answers to common questions about recording, tracking, distributing, and liquidating Guaranteed Investment Certificates \(GICs\) in Estateably.
- [Distribute a GIC](https://support.estateably.com/en/articles/14172344-distribute-a-gic.md): Distribute a GIC to a beneficiary from either the Assets tab or the Distributions page. This article covers both methods and explains what happens after distribution.
- [Exporting an inventory \(Estates\)](https://support.estateably.com/en/articles/10736208-exporting-an-inventory-estates.md): How to export an excel file of all inventory items added to Estateably.
- [Cash on hand reporting \(Estates and Trusts\)](https://support.estateably.com/en/articles/10736209-cash-on-hand-reporting-estates-and-trusts.md): How to generate a report that shows all the funds in managed/estate/trust accounts as of a certain date.
- [Inventory as of today reporting](https://support.estateably.com/en/articles/10736210-inventory-as-of-today-reporting.md): How to generate a report that shows all the inventory currently held by an Estate, Trust, or POA.
- [Original asset reports \(Estates\)](https://support.estateably.com/en/articles/10736211-original-asset-reports-estates.md): How to generate a report that shows the deceased's inventory as of the date of death.
- [Unrealized liability reporting \(Estates\)](https://support.estateably.com/en/articles/10736212-unrealized-liability-reporting-estates.md): How to generate a report that shows all the liabilities in an Estate as of the current date.
- [Set an asset or liability to pass outside the estate](https://support.estateably.com/en/articles/10736207-set-an-asset-or-liability-to-pass-outside-the-estate.md): By default all inventory items pass through the estate. This article explains how to mark an asset or liability as passing outside the estate — for example, insurance or registered accounts paid di...
- [Can I enter holdings by total value instead of calculating per-unit costs?](https://support.estateably.com/en/articles/11757539-can-i-enter-holdings-by-total-value-instead-of-calculating-per-unit-costs.md)
- [Add and distribute a bequeathed asset](https://support.estateably.com/en/articles/11888002-add-and-distribute-a-bequeathed-asset.md): Record an asset that is to be given in-kind to a beneficiary under the directions of the will, then distribute it from the Distributions tab.
- [Inventory management FAQs](https://support.estateably.com/en/articles/10736204-inventory-management-faqs.md): Answers to common questions about recording and managing assets and liabilities in the Inventory section of Estateably, including how to add, categorize, and export inventory items.
- [Manage bank accounts \(Estates and POAs\)](https://support.estateably.com/en/articles/10736201-manage-bank-accounts-estates-and-poas.md): To record transactions in a deceased's or grantor's bank account, the account must first be managed. This article explains how to manage an account and change its opening balance.
- [Manage investment accounts \(Estates and POAs\)](https://support.estateably.com/en/articles/10736202-manage-investment-accounts-estates-and-poas.md): To record transactions in a deceased's or grantor's investment account, the account must first be managed. This article explains how to manage an account and change its opening balance.
- [Corporate actions and holding options](https://support.estateably.com/en/articles/10750827-corporate-actions-and-holding-options.md): How to perform actions on holdings such as purchases, sales, stock splits, ACB adjustments, and ROCs.
- [Select the right asset class and sub-class for a holding](https://support.estateably.com/en/articles/12294763-select-the-right-asset-class-and-sub-class-for-a-holding.md): When adding a holding, use the Asset Class and Sub-class fields to classify it correctly for reporting. This article explains when each field is required and lists all available values.
- [Accounting for an active loan/line of credit](https://support.estateably.com/en/articles/11047898-accounting-for-an-active-loan-line-of-credit.md): How to track payments to a loan, line of credit, or other liability in Estateably.

### Forms and Letters

- [Can I add my custom letters to Estateably?](https://support.estateably.com/en/articles/10736244-can-i-add-my-custom-letters-to-estateably.md)
- [Can I add my letterhead to a form or letter?](https://support.estateably.com/en/articles/10736245-can-i-add-my-letterhead-to-a-form-or-letter.md)
- [Online EIR Submission](https://support.estateably.com/en/articles/15525720-online-eir-submission.md): Ontario estate representatives can submit an Estate Information Return directly to the Ministry of Finance from within Estateably. This article walks through completing and submitting the return, i...
- [Estate Information Return \(EIR\) Submission FAQ](https://support.estateably.com/en/articles/15924366-estate-information-return-eir-submission-faq.md): Answers to common questions about submitting your Estate Information Return directly to the Ontario Ministry of Finance through Estateably.

### Notice to Creditors & Public Notices

- [Publishing a Notice to Creditors](https://support.estateably.com/en/articles/10706801-publishing-a-notice-to-creditors.md): How to publish, pay and view a Canadian Notice to Creditors
- [Notice to Creditor FAQs](https://support.estateably.com/en/articles/10714962-notice-to-creditor-faqs.md): Frequently asked questions about Notice to Creditor publication
- [Public Notice publication](https://support.estateably.com/en/articles/10706803-public-notice-publication.md): How to publish, pay and view a US Public Notice
- [Public Notice FAQs](https://support.estateably.com/en/articles/10715134-public-notice-faqs.md): Frequently asked questions about US Public Notice publication

### Fiduciary Accounting

- [Default account configuration](https://support.estateably.com/en/articles/10736298-default-account-configuration.md): How to set and change your default account and money type.
- [Bulk edit and bulk delete transactions](https://support.estateably.com/en/articles/10736290-bulk-edit-and-bulk-delete-transactions.md): Apply the same change to multiple transactions at once using bulk edit, or permanently delete multiple transactions using bulk delete.
- [Transferring Cash](https://support.estateably.com/en/articles/10736292-transferring-cash.md)
- [Lock a transaction accounting period](https://support.estateably.com/en/articles/10736295-lock-a-transaction-accounting-period.md): Prevent transactions from being added or edited within a specific accounting period by enabling the Lock Accounting Period feature.
- [Add corporate actions to holdings](https://support.estateably.com/en/articles/13920746-add-corporate-actions-to-holdings.md): Record corporate actions — such as dividend reinvestments, stock splits, transfers, and cost base adjustments — directly within an investment holding in Estateably.
- [Add individual transactions](https://support.estateably.com/en/articles/10736278-add-individual-transactions.md): Add regular transactions and inventory-linked transactions to an account in the accounting section. This article covers both transaction types step by step.
- [Import bank statements](https://support.estateably.com/en/articles/10736279-import-bank-statements.md): Import transactions from a monthly PDF bank statement using DocuVision, Estateably's AI document parser. This article explains the full import process.
- [Import CSV or Excel transactions](https://support.estateably.com/en/articles/10736280-import-csv-or-excel-transactions.md): Import transactions from a CSV or Excel spreadsheet into the accounting section. This article explains the required file format and the import steps.
- [Set up a file-level compensation fee structure](https://support.estateably.com/en/articles/10736312-set-up-a-file-level-compensation-fee-structure.md): Configure compensation fees for an individual file to override organization-level defaults. This article explains how to access, set the fee type, enter amounts, and generate the compensation report.
- [Market value history FAQs](https://support.estateably.com/en/articles/15888561-market-value-history-faqs.md): Answers to common questions about tracking and updating market valuations for assets and holdings in Estateably.
- [Track market value history](https://support.estateably.com/en/articles/15888515-track-market-value-history.md): Record and update market valuations for assets and holdings in Estateably
- [National Standards accounting report](https://support.estateably.com/en/articles/10736306-national-standards-accounting-report.md): Estateably provides a court formatted National Standard accounting report
- [North Carolina AOC-E-506 Form](https://support.estateably.com/en/articles/10736326-north-carolina-aoc-e-506-form.md): Estateably generates the AOC-E-506 Form in the format required by North Carolina courts once all estate information has been entered into the file. Data can be entered manually or imported.
- [California: Summary of Account-Estate Schedules A-H](https://support.estateably.com/en/articles/10736332-california-summary-of-account-estate-schedules-a-h.md): Estateably generates the Summary of Account – Estate Schedules A–H in the format required by the California Probate Court once the estate’s accounting information has been entered into the file.
- [California: Summary of Account-Estates \(Pleading\)](https://support.estateably.com/en/articles/10736334-california-summary-of-account-estates-pleading.md): Estateably generates the Summary of Account – Estates \(Pleading\) in the format required by the California Probate Court once the estate’s accounting information has been entered into the file.
- [New York: JA7 - Non-Trust Accounting Form](https://support.estateably.com/en/articles/10736337-new-york-ja7-non-trust-accounting-form.md): Estateably generates the JA-7 – Non-Trust Accounting Form in the format required by the New York Surrogate’s Court once the estate’s accounting information has been entered into the file.
- [Massachusetts: MPC 853 and 853a - Account](https://support.estateably.com/en/articles/10736342-massachusetts-mpc-853-and-853a-account.md): Estateably generates the Massachusetts MPC 853 in the format required by the Probate and Family Court once the accounting information has been entered into the file.
- [Massachusetts: MPC 853a - Account \(without Schedules\)](https://support.estateably.com/en/articles/10736344-massachusetts-mpc-853a-account-without-schedules.md)
- [Florida: P-5.0340 - Accounting Of Personal Representative\(s\)](https://support.estateably.com/en/articles/10736346-florida-p-5-0340-accounting-of-personal-representative-s.md): Estateably generates the P-5.0340 – Accounting of Personal Representative\(s\) in the format required by the Florida Probate Rules once the estate’s accounting information has been entered into the f...
- [Florida: Trust Accounting Template](https://support.estateably.com/en/articles/10736347-florida-trust-accounting-template.md): The Florida Trust Accounting Template provides a structured format for preparing trust accountings that align with Florida reporting practices. It includes sections for receipts, disbursements, dis...
- [Statement of accounts](https://support.estateably.com/en/articles/10736309-statement-of-accounts.md): The Statement of Accounts \(SOA\) is a formal fiduciary accounting report used for court filings, including passing of accounts. It compiles estate accounting activity into a structured, court-ready ...
- [British Columbia: P40 - Statement of Account Affidavit](https://support.estateably.com/en/articles/10736354-british-columbia-p40-statement-of-account-affidavit.md): Estateably generates the P40 – Statement of Account Affidavit in the format required by the Supreme Court of British Columbia once the estate’s accounting information has been entered into the file.
- [Manitoba: 74AA - Affidavit Verifying Application and Accounts](https://support.estateably.com/en/articles/10736358-manitoba-74aa-affidavit-verifying-application-and-accounts.md): Estateably generates the 74AA – Affidavit Verifying Application and Accounts in the format required by the Manitoba Court of King’s Bench once the estate’s accounting information has been entered i...
- [Generate the Cash on Hand report](https://support.estateably.com/en/articles/10736302-generate-the-cash-on-hand-report.md): The Cash on Hand report shows a snapshot of an estate's available cash balances as of a specific date. This article explains how to access, configure, and generate the report.
- [Generate the Holdings report](https://support.estateably.com/en/articles/10736300-generate-the-holdings-report.md): The Holdings report summarizes the assets recorded in an estate for a selected reporting period, including associated accounts and values. This article explains how to access, configure, and genera...
- [Generate the Informal Accounting report](https://support.estateably.com/en/articles/10736304-generate-the-informal-accounting-report.md): The Informal Accounting report summarizes estate accounting activity for review outside of a formal court filing. This article explains how to access, configure, and generate the report.
- [Transactions report](https://support.estateably.com/en/articles/10736310-transactions-report.md): Estateably provides transaction reports and export options to support accounting, reconciliation, and reporting needs. These reports allow you to extract financial activity from a file in a structu...
- [Fiduciary accounting FAQs](https://support.estateably.com/en/articles/10736363-fiduciary-accounting-faqs.md): Answers to common questions about how Estateably displays and manages investment holdings, including consolidated views, lot breakdowns, zero-quantity holdings, and transfers.
- [Clear your browser cache](https://support.estateably.com/en/articles/11534543-clear-your-browser-cache.md): If you're having trouble logging in or experiencing unexpected behaviour in Estateably, clearing your browser cache and cookies can often resolve the issue.

### Distributions

- [Manage distributions](https://support.estateably.com/en/articles/10706805-manage-distributions.md): Record in-kind and cash distributions to beneficiaries from the Distributions section. This article explains how to complete both types of distributions.
- [Proposed distributions \(Estates\)](https://support.estateably.com/en/articles/10736364-proposed-distributions-estates.md)
- [Distribution requests \(trusts\)](https://support.estateably.com/en/articles/10736365-distribution-requests-trusts.md)
- [Generate the Distributions Made To-Date report \(Estates\)](https://support.estateably.com/en/articles/10736366-generate-the-distributions-made-to-date-report-estates.md): Generate a clean, detailed report of all distributions recorded to date within an estate file. This article explains how to generate and download the report.
- [Generate the Distributions Made To-Date report \(Trusts\)](https://support.estateably.com/en/articles/10736373-generate-the-distributions-made-to-date-report-trusts.md): Generate a report summarizing all distributions made within a Trust file. This article covers how to generate, download, and prepare the Distributions Made To-Date report.

### Document Management

- [Manage documents](https://support.estateably.com/en/articles/10736394-manage-documents.md): Keep documents organized in a file using folders. This article explains how to create folders, add documents, and maintain document organization over time.
- [Email a document](https://support.estateably.com/en/articles/10736395-email-a-document.md): Send documents to contacts directly from the Documents section in Estateably. This article covers how to compose, send, and cancel an email from the Documents section.
- [Add a document](https://support.estateably.com/en/articles/10736393-add-a-document.md): Upload documents to a file to keep all relevant materials organized in one place. This article explains how to add a document and organize it into a folder.

### Client Vault

- [Understanding the Vault](https://support.estateably.com/en/articles/10732486-understanding-the-vault.md): The Vault is a document storage tool in Estateably for keeping digital copies of any document related to your clients. This article explains what it is used for and its current limitations.
- [Create a vault record](https://support.estateably.com/en/articles/10732474-create-a-vault-record.md): Create a new vault record in Estateably to store client documents before or alongside estate, trust, or POA work.
- [Set up auto-generating vault numbers](https://support.estateably.com/en/articles/10706811-set-up-auto-generating-vault-numbers.md): Configure Estateably to automatically assign vault numbers to files, either across the whole organization or per team. This article covers both setup options.
- [Client vault FAQs](https://support.estateably.com/en/articles/10732430-client-vault-faqs.md): Frequently asked questions about the client vault product

### Global Task Management

- [Viewing tasks across all files](https://support.estateably.com/en/articles/10706813-viewing-tasks-across-all-files.md): The Tasks dashboard lets you view and manage tasks across all files in one place, helping you stay on top of work beyond a single file.
- [Exporting your tasks across files](https://support.estateably.com/en/articles/10736401-exporting-your-tasks-across-files.md): You can export tasks across all files to review work outside of Estateably or share task data with others.
- [Global task management FAQs](https://support.estateably.com/en/articles/10736397-global-task-management-faqs.md): Below are answers to common questions about Global Task Management in Estateably. Global task management allows users to view, filter, and manage tasks across all files from a centralized dashboard.

### Organization Analytics

- [Viewing analytics reports](https://support.estateably.com/en/articles/10706817-viewing-analytics-reports.md): Analytics reports provide insights into activity across your organization, including the number of active and archived cases and the users working within the platform.
- [Organization analytics FAQs](https://support.estateably.com/en/articles/10736409-organization-analytics-faqs.md): Below are answers to common questions about Organization Analytics in Estateably.

### Integrations

- [Managing integrations](https://support.estateably.com/en/articles/10706136-managing-integrations.md): You can enable, configure, and manage your organization’s integrations from the Integrations page.
- [Integration FAQs](https://support.estateably.com/en/articles/10706139-integration-faqs.md): Frequently asked questions on how to get started with integrations in Estateably
- [Integrate with Clio](https://support.estateably.com/en/articles/10706143-integrate-with-clio.md): The Clio integration maps Clio fields to Estateably fields so you can import intake and contact data when creating a new file. This article covers how to activate the integration, configure field m...
- [Creating a File from a Clio Matter](https://support.estateably.com/en/articles/10715432-creating-a-file-from-a-clio-matter.md): With an active Clio integration, you can create a new Estateably file and import information directly from a Clio matter.
- [Clio Integration FAQs](https://support.estateably.com/en/articles/10715447-clio-integration-faqs.md): Below are answers to common questions about the Clio integration with Estateably.
- [Integrate with DecisionVault](https://support.estateably.com/en/articles/10706146-integrate-with-decisionvault.md): DecisionVault is a client intake tool for estate planning attorneys. This article explains how organization administrators enable the DecisionVault integration and how users import probate cases an...
- [DecisionVault Integration FAQs](https://support.estateably.com/en/articles/10715458-decisionvault-integration-faqs.md): Frequently asked questions about other Estateably integrations
- [Setting Up the Email Integration With Your Provider](https://support.estateably.com/en/articles/10706149-setting-up-the-email-integration-with-your-provider.md)
- [Use the email integration](https://support.estateably.com/en/articles/10706147-use-the-email-integration.md): Send emails directly from Estateably in four areas: Tasks, Contacts, Forms & Letters, and Documents. This article explains how to send, customize, and track emails from each section, and how to...
- [Sending emails in Estateably — FAQs](https://support.estateably.com/en/articles/10715453-sending-emails-in-estateably-faqs.md): Answers to common questions about sending emails from within Estateably, including recipients, attachments, logs, formatting, and current limitations.
- [Email setup and administration FAQs](https://support.estateably.com/en/articles/10859169-email-setup-and-administration-faqs.md): Answers to common questions about connecting Gmail or Outlook to Estateably, managing authentication, and understanding how the email integration works for your organization.
- [Set up and use the calendar integration](https://support.estateably.com/en/articles/10706155-set-up-and-use-the-calendar-integration.md): Sync Estateably tasks that have a due date to your Google Calendar or Microsoft Outlook calendar or to-do list. This article covers enabling the integration as an admin, authenticating as a team me...
- [Calendar integration FAQs](https://support.estateably.com/en/articles/10715456-calendar-integration-faqs.md): Answers to common questions about syncing Estateably tasks with Google Calendar or Microsoft Outlook, including authentication, sync behavior, and managing synced tasks.

### Account Settings

- [Password management](https://support.estateably.com/en/articles/10706118-password-management.md): You can update your password at any time from your profile settings.
- [Managing Communication Preferences](https://support.estateably.com/en/articles/10706120-managing-communication-preferences.md): Communication Preferences allow you to control how and when you receive notifications within Estateably.
- [Configure your email settings](https://support.estateably.com/en/articles/10706122-configure-your-email-settings.md): Set a default email signature and configure automatic CC preferences for emails sent from Estateably. This article explains how to access and update Email Configuration in your profile.
- [Recover your password](https://support.estateably.com/en/articles/13930970-recover-your-password.md): Reset your Estateably password using your organization's unique login URL. This article explains how to locate your login page and use the Forgot Password flow.
- [Create and manage users](https://support.estateably.com/en/articles/10706052-create-and-manage-users.md): Organization administrators can invite new users, edit existing profiles, deactivate users, and delete users from Estateably. This article covers each of those actions.
- [Create and manage teams](https://support.estateably.com/en/articles/10706050-create-and-manage-teams.md): Create teams in Estateably to organize users by office, jurisdiction, or location. This article explains when to use teams, how to create one, and how to manage existing teams.
- [User and team management FAQs](https://support.estateably.com/en/articles/10715537-user-and-team-management-faqs.md): Answers to common questions about managing users, roles, teams, and permissions in Estateably, including how to invite, edit, deactivate, and delete users.
- [Change a user's role](https://support.estateably.com/en/articles/10706070-change-a-user-s-role.md): Assign a different role to a user to update their access level across the organization. This article explains how to find a user and change their role in the Admin Console.
- [Manage roles and file permissions](https://support.estateably.com/en/articles/10706075-manage-roles-and-file-permissions.md): Administrators can customize which features and file actions each user role can access. This article explains how to view, edit, and save permissions for any role.
- [Manage user permissions](https://support.estateably.com/en/articles/10706079-manage-user-permissions.md): Create custom roles or edit existing ones to control what each user can access within Estateably. This article explains how to manage permissions and describes the default role structures.
- [Managing Compensation Fees](https://support.estateably.com/en/articles/10706087-managing-compensation-fees.md): This article explains how to manage and configure compensation fees in your account settings.
- [Understanding Compensation Fee Types](https://support.estateably.com/en/articles/10706089-understanding-compensation-fee-types.md): Estateably allows organizations to configure a default fiduciary compensation using one of two calculation methods: By Account or By Tier.
- [Compensation Fee FAQs](https://support.estateably.com/en/articles/10715540-compensation-fee-faqs.md): Below are answers to common questions about managing and configuring compensation fees in Estateably.
- [Manage saved contacts](https://support.estateably.com/en/articles/10706101-manage-saved-contacts.md): Saved Contacts stores frequently used professionals and service providers so they can be reused across files. This article covers how to access, add, filter, and manage saved contacts.
- [Managing task templates](https://support.estateably.com/en/articles/10706104-managing-task-templates.md): Task templates are groups of related tasks that can be reused across files. They help standardize workflows while still allowing flexibility based on the details of each file. Each template must be...
- [Editing organization details](https://support.estateably.com/en/articles/10706108-editing-organization-details.md): How to change your organization's address, name, list of lawyers, or billing email.
- [Manage theme preferences](https://support.estateably.com/en/articles/10706109-manage-theme-preferences.md): Organization Administrators can upload custom logos and choose how they display across the platform and on reports. This article explains how to access and configure theme preferences.
- [Single sign-on setup and configuration](https://support.estateably.com/en/articles/10706111-single-sign-on-setup-and-configuration.md)
- [OneLogin SSO Configuration](https://support.estateably.com/en/articles/10715587-onelogin-sso-configuration.md): How to enable SSO with OneLogin
- [Microsoft Entra ID SSO Configuration](https://support.estateably.com/en/articles/10715601-microsoft-entra-id-sso-configuration.md): Enabling Microsoft Entra ID SSO in Estateably
- [Okta SSO configuration](https://support.estateably.com/en/articles/10715608-okta-sso-configuration.md): How to enable Okta SSO in Estateably
- [Manage custom transaction categories](https://support.estateably.com/en/articles/13717098-manage-custom-transaction-categories.md): Organization Admins can create, edit, disable, delete, and bulk import custom transaction categories to align transaction coding with internal accounting practices.

### Billing Management

- [Upgrade your account plan](https://support.estateably.com/en/articles/10736414-upgrade-your-account-plan.md): To upgrade or modify your Estateably subscription, contact the support team directly. This article explains how.
- [Add a payment method](https://support.estateably.com/en/articles/10706822-add-a-payment-method.md): Add a credit card to your Estateably account from Billing Management. This article explains how to enter card details and save them.
- [Edit a payment method](https://support.estateably.com/en/articles/10736417-edit-a-payment-method.md): Update an existing card's expiry or CVV, or switch to a new credit card, from Billing Management in Estateably.
- [Invoice management](https://support.estateably.com/en/articles/10736420-invoice-management.md): How to view past invoices for Estateably files.
- [Managing your billing address](https://support.estateably.com/en/articles/10736418-managing-your-billing-address.md): How to update your billing address in Estateably.
- [Why hasn't my payment gone through?](https://support.estateably.com/en/articles/11084033-why-hasn-t-my-payment-gone-through.md): Common reasons for payment issues in Estateably.
- [How do I know a file has been invoiced?](https://support.estateably.com/en/articles/10736422-how-do-i-know-a-file-has-been-invoiced.md): How to find out whether a file you've opened in Estateably has been charged to your credit card.
- [Cancelling your Account](https://support.estateably.com/en/articles/14052265-cancelling-your-account.md): This article explains how to cancel your Estateably account plan.

### Estateably Policies

- [Terms of Service](https://support.estateably.com/en/articles/11012694-terms-of-service.md)
- [Privacy Policy](https://support.estateably.com/en/articles/11012701-privacy-policy.md)
- [Pricing FAQs](https://support.estateably.com/en/articles/13853619-pricing-faqs.md): This page is provided for information purposes only and is not included as part of the Estateably Customer Terms of Service. The information here is subject to change.

### Beta Programs

- [Statement import user guide](https://support.estateably.com/en/articles/10706638-statement-import-user-guide.md): Import holdings and transactions from investment statements directly into Estateably using the Statement Import feature. This guide covers file requirements, uploading, reviewing, validating, and s...
- [Statement Import FAQs](https://support.estateably.com/en/articles/10731523-statement-import-faqs.md): Frequently asked questions about financial statement importing
- [Statement Import - what's coming](https://support.estateably.com/en/articles/10732154-statement-import-what-s-coming.md): Soon to be released features of the new investment statement import

### Imports

- [Understanding the Date of Death \(DOD\) Holdings Import](https://support.estateably.com/en/articles/12430241-understanding-the-date-of-death-dod-holdings-import.md): Additional information about the DOD holding import and what happens behind the scenes

## Français

### Commencer

- [Qu'est-ce qu'Estateably](https://support.estateably.com/fr/articles/10706773-qu-est-ce-qu-estateably.md)
- [Les produits d'Estateably](https://support.estateably.com/fr/articles/10736122-les-produits-d-estateably.md)
- [Estateably FAQ](https://support.estateably.com/fr/articles/10736102-estateably-faq.md)
- [Créer votre premier dossier](https://support.estateably.com/fr/articles/10736106-creer-votre-premier-dossier.md)
- [FAQ sur la création de dossiers](https://support.estateably.com/fr/articles/10736114-faq-sur-la-creation-de-dossiers.md)
- [Comment configurer votre compte Estateably](https://support.estateably.com/fr/articles/10736109-comment-configurer-votre-compte-estateably.md)

### Tableau de bord des dossiers \(page d'accueil\)

- [Dossiers archivés](https://support.estateably.com/fr/articles/10736124-dossiers-archives.md)
- [Actions sur les dossiers en cours](https://support.estateably.com/fr/articles/10736125-actions-sur-les-dossiers-en-cours.md)
- [FAQ des notifications](https://support.estateably.com/fr/articles/10736117-faq-des-notifications.md)
- [Utiliser la barre de recherche](https://support.estateably.com/fr/articles/10706775-utiliser-la-barre-de-recherche.md)
- [Navigation dans les menus Estateably](https://support.estateably.com/fr/articles/10736118-navigation-dans-les-menus-estateably.md)
- [FAQ sur la navigation](https://support.estateably.com/fr/articles/10736127-faq-sur-la-navigation.md)

### Vue d'ensemble du dossier

- [Le module vue d'ensemble](https://support.estateably.com/fr/articles/10736132-le-module-vue-d-ensemble.md)

### Gestion des tâches

- [Ajouter une nouvelle tâche](https://support.estateably.com/fr/articles/10736152-ajouter-une-nouvelle-tache.md)
- [Gestion des tâches individuelles](https://support.estateably.com/fr/articles/10736148-gestion-des-taches-individuelles.md)
- [Utiliser la gestion des tâches](https://support.estateably.com/fr/articles/10736141-utiliser-la-gestion-des-taches.md)
- [Rapport des tâches](https://support.estateably.com/fr/articles/10736147-rapport-des-taches.md)
- [Ajouter un modèle de tâche](https://support.estateably.com/fr/articles/10736153-ajouter-un-modele-de-tache.md)
- [Créer un modèle de tâche](https://support.estateably.com/fr/articles/10736155-creer-un-modele-de-tache.md)
- [Gestion des modèles de tâches](https://support.estateably.com/fr/articles/10736156-gestion-des-modeles-de-taches.md)
- [FAQ sur la gestion des tâches](https://support.estateably.com/fr/articles/10736157-faq-sur-la-gestion-des-taches.md)

### Renseignements

- [Utiliser le module renseignements](https://support.estateably.com/fr/articles/10706788-utiliser-le-module-renseignements.md)

### Gestion des contacts

- [Ajouter un contact](https://support.estateably.com/fr/articles/10706793-ajouter-un-contact.md)
- [Gestion des contacts](https://support.estateably.com/fr/articles/10736173-gestion-des-contacts.md)
- [Rapports des contacts](https://support.estateably.com/fr/articles/10736176-rapports-des-contacts.md)
- [FAQ sur la gestion des contacts](https://support.estateably.com/fr/articles/10736182-faq-sur-la-gestion-des-contacts.md)

### Inventaire

- [Ajouter un actif](https://support.estateably.com/fr/articles/10706796-ajouter-un-actif.md)
- [Ajouter un placement](https://support.estateably.com/fr/articles/10750832-ajouter-un-placement.md)
- [Ajouter un passif](https://support.estateably.com/fr/articles/10736193-ajouter-un-passif.md)
- [Exporter l'inventaire](https://support.estateably.com/fr/articles/10736208-exporter-l-inventaire.md)
- [Inventaire Actuel](https://support.estateably.com/fr/articles/10736210-inventaire-actuel.md)
- [Inventaire au décès](https://support.estateably.com/fr/articles/10736211-inventaire-au-deces.md)
- [Passifs restants](https://support.estateably.com/fr/articles/10736212-passifs-restants.md)
- [FAQ sur la gestion de l'inventaire](https://support.estateably.com/fr/articles/10736204-faq-sur-la-gestion-de-l-inventaire.md)
- [Gestion d'un compte bancaire](https://support.estateably.com/fr/articles/10736201-gestion-d-un-compte-bancaire.md)
- [Gestion d'un compte de placement](https://support.estateably.com/fr/articles/10736202-gestion-d-un-compte-de-placement.md)

### Formulaires

- [Générer des formulaires judiciaires et des lettres](https://support.estateably.com/fr/articles/10706799-generer-des-formulaires-judiciaires-et-des-lettres.md)
- [Exportation en masse des formulaires](https://support.estateably.com/fr/articles/10736248-exportation-en-masse-des-formulaires.md)
- [Envoyer des formulaires par email](https://support.estateably.com/fr/articles/10736251-envoyer-des-formulaires-par-email.md)

### Avis aux créanciers

- [La publication d'un avis aux créanciers](https://support.estateably.com/fr/articles/10706801-la-publication-d-un-avis-aux-creanciers.md)
- [FAQ sur l'avis aux créanciers](https://support.estateably.com/fr/articles/10714962-faq-sur-l-avis-aux-creanciers.md)

### Distributions

- [Gestion des distributions](https://support.estateably.com/fr/articles/10706805-gestion-des-distributions.md)
- [Distributions proposés \(successions\)](https://support.estateably.com/fr/articles/10736364-distributions-proposes-successions.md)
- [Demande de distributions \(fiducies\)](https://support.estateably.com/fr/articles/10736365-demande-de-distributions-fiducies.md)
- [Distributions faites à ce jour \(successions\)](https://support.estateably.com/fr/articles/10736366-distributions-faites-a-ce-jour-successions.md)
- [Distributions faites à ce jour \(fiducies\)](https://support.estateably.com/fr/articles/10736373-distributions-faites-a-ce-jour-fiducies.md)

### Voûte

- [Autogénérer le numéro de coffre](https://support.estateably.com/fr/articles/10706811-autogenerer-le-numero-de-coffre.md)

### Integrations

- [Intégration de CLIO avec Estateably](https://support.estateably.com/fr/articles/10706143-integration-de-clio-avec-estateably.md): Comment configurer et paramétrer votre intégration Clio avec Estateably
- [Créer un dossier à partir d'un dossier Clio](https://support.estateably.com/fr/articles/10715432-creer-un-dossier-a-partir-d-un-dossier-clio.md): Comment créer un dossier dans Estateably à partir des informations de dossier dans Clio
- [FAQ sur l'intégration avec Clio](https://support.estateably.com/fr/articles/10715447-faq-sur-l-integration-avec-clio.md)

### Politiques d'Esateably

- [Conditions d’utilisation d’Estateably](https://support.estateably.com/fr/articles/11012694-conditions-d-utilisation-d-estateably.md)
- [POLITIQUE DE CONFIDENTIALITÉ](https://support.estateably.com/fr/articles/11012701-politique-de-confidentialite.md)
- [FAQ sur la nouvelle tarification](https://support.estateably.com/fr/articles/13853619-faq-sur-la-nouvelle-tarification.md): Cette page est fournie à titre d’information seulement et ne fait pas partie des Conditions de service d’Estateably. Les renseignements présentés sont susceptibles d’être modifiés.