General

Learn more about general site features, troubleshooting information, and more our subscription and cancellation information

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25 articles in this collection
Written by Jack Donahue, Travis, Amanda Rae and 2 others
General Feature Information

How to Utilize Multiple Brands/Accounts?

Getting Started with multi-brand/accounts through linked brands
Hunter avatar
Written by Hunter
Updated over a week ago

How do I delete or remove a linked brand/account?

Learn now to delete/remove a linked brand/account here.
Travis avatar
Written by Travis
Updated over a week ago

Client Portal Overview

Learn more about sharing documents in bulk with the Client Portal
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Written by Teresa Webb
Updated over a week ago

Client Portal - Customizing Your Global Settings

Learn how to update the Client Portal for ALL contacts
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

Client Portal - Customizing per Contact

Learn how to customize a specific contacts Client Portal
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

Client Portal - Giving Contacts Access

Learn the various ways to give your contacts access to their very own client portal!
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

All About "To-Do" Tasks

Learn how to add To-Do's and where due & past due To-Do tasks live
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

Quick Look Sidebar

Quick and easy access to Calendar events, To Dos and the 17hats Setup Guide
Travis avatar
Written by Travis
Updated over a week ago

Recent Client Activity

Review and filter all of your client's document activity in one spot
Travis avatar
Written by Travis
Updated over a week ago

Custom Fields

Learn how to add custom fields into 17hats, and get answers to common questions about this new feature
Travis avatar
Written by Travis
Updated over a week ago

Complete List of Tokens

Jack Donahue avatar
Written by Jack Donahue
Updated over a week ago

Time Tracking

How do I use time tracking within 17hats?
Travis avatar
Written by Travis
Updated over a week ago

Tag Feature Overview

Learn the types of tags you can create and where to find them
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago