Knowledge Base

Account

• Resetting your Password
• Signing up to Sherlayer

Communications

• Create a Communication

Emails

• Daily Document Summary
• Email Statuses
• Email Tracking
• Email Types

Files

• Daily Document Summary
• Discipline-based Approval Process
• Document Alerts
• File number display length
• Folder Download Permission
• Uploading New Files

Organisations

• Switching between Organisations
• Using a Custom Logo

Projects

• Client Permission Groups
• Copy Existing Project
• Daily Document Summary
• Managing contacts
• Setting up a Project
• Two-Factor Authentication
• Upload Only Users

Revit Add-In

• Exporting to PDF

Tasks

• Create a new task
• Deleting a Task

Videos

• Client Permission Groups
• Copy Existing Project
• Create a Communication
• Create a new task
• Daily Document Summary
• Discipline-based Approval Process
• Document Alerts
• Email Tracking
• File number display length
• Folder Download Permission
• Managing contacts
• Resetting your Password
• Setting up a Project
• Signing up to Sherlayer
• Two-Factor Authentication
• Upload Only Users
• Uploading New Files
• Using a Custom Logo
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