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I have a new version of a document. How do I make sure that I update it throughout the system?

by arazygroup | Jul 6, 2021 | Documents

By replacing a document using the Document Information Sheet and selecting Upload “New Version”, the document is automatically replaced in System Populated Sections. Documents already in the review are not automatically updated, however as the lead client/client,...

I have my own document management system outside of Licensale 2.0, how do I reference that document management system to the documents on Licensale 2.0?

by arazygroup | Jul 6, 2021 | Documents

You can add the internal document management number of your company in the Internal Document Version Number field.   This distinguishes the document version number provided by Licensale 2.0 from the document version number in your document management...

I would like to receive email notifications when there are changes on applications. How do I enable email notifications?

by arazygroup | Jul 6, 2021 | Application

To enable email notifications on applications, this can be done by going to the application table (clicking Applications in the navigation on the left). On the right, click on the vertical ellipsis menu next to the application and toggle “Email Alert” Emails with...

I would like to change the email that I receive notifications on or stop all email notifications. How do I do that?

by arazygroup | Jul 6, 2021 | Application

The email address that the email would be sent to is by default the email address of the account. This can be changed to redirect to a different email by going to the Settings Cog/Profile. In the email alert notification field, change the email address to the desired...

As a Regislate Lead Client, how do I add Lead Expert Users to applications?

by arazygroup | Jul 6, 2021 | Application

The Lead Client in Regislate applications can add Lead Expert Users from their company to review applications in a similar method as adding Client Users. This is done by opening the application and selecting the blue dashed circle icon next to the user icons on the...
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