Recent updates
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Emails and Links Liquid Examples
Updated onArticleApproval Button:
{{ 'Approve' | button_link : approve_url }}
Reject Button:
{{ 'Reject' | button_link : reject_url }}
Reference Materials Liquid Variables, Filters, Calculations, Tags, and Examples Resources
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Liquid Reference
Updated onArticleWorking With Participants Liquid References
Date Calculations Liquid References
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials
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Catalyst Review Overview Video
Updated onArticleHere you have the User Support Training Video a quick rundown of Catalyst for Contracts - Review, Checklist, and its features.
Catalyst for Contracts End User Guides Catalyst Review Catalyst Review
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CCR Activity and Quiz Training
Updated onArticleCatalyst Contract Review Overview Video
Catalyst for Contracts End User Guides CCR: Training
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Catalyst for Contracts - Review Overview Guide
Updated onArticleOr view the guide with Chapter headings here.
Catalyst for Contracts End User Guides Catalyst Review Catalyst Review
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Locked Matter Timekeeper Rates
Updated onArticleSome clients require billing rates remain in effect for the duration of an engagement without increase.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Configuring a SMTP OAuth Connection
Updated onArticleThis step must be done by someone with access to the client’s Azure configuration.
Developer Tutorials and Materials App Builder Developer Tutorials Integrations
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Onit Outlook Add-In Centralized Deployment
Updated onArticlehttps://admin.microsoft.com/Adminportal/Home?source=applauncher#/Settings/AddIns
Developer Tutorials and Materials App Builder Developer Tutorials Integrations
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Wrapping up a Review
Updated onArticleThe purple and orange highlights will persist in the document. Turn these highlights off before saving the document and sending it to a 3rd party.
Catalyst for Contracts End User Guides Catalyst Review Catalyst Review
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Risk
Updated onArticleCatalyst for Contracts End User Guides Catalyst Review Catalyst Review