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  1. Toolbx
  2. Running Shoobx

Running Shoobx

In-depth articles and video tutorials to guide you through account management and Shoobx workflows.

General Information & Settings

  • Manage Your Profile
  • How to Set Up Duo Two-Factor Authentication
  • Shoobx and Paylocity Payroll Integration
  • Viewing and Granting User Permissions
  • · Working with Shoobx and Your Lawyer
  • Why Is My Workflow Locked?
See all 11 articles

How to Guides

  • Changing Your Company Address
  • How to Set Preferences for Counsel Involvement
  • Closing Your Shoobx Account
  • How to Export the Shoobx User List from the User Directory or the Shoobx Shareholder List from the Stock Ledger
  • Editing Shoobx Documents
  • How to Upload Documents in a Workflow
See all 9 articles

Release Notes

  • Shoobx Release Notes - 2022
  • Shoobx Release Notes - 2021
  • Shoobx Release Notes - 2020
  • Shoobx Release Notes - 2019
  • Shoobx Release Notes - 2018
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