A quick tour (begin here)
Access the
Admin
section using the dropdown menu. Your Last Login
, Firm ID
, Units Remaining
, and name appear at the top of the page. Select the Help Center
to access help.
Use the tabs to search within the
Admin
section. Each section has sub-navigation tabs that appear under the main tab.
Information and Settings related to the section you're viewing appear on the page.
Page view and navigation options appear at the bottom of the page.
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