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
- Using the Paylocity Payroll Integration
- Viewing and Granting User Permissions
- · Working with the Platform and Your Lawyer
- Why Is My Workflow Locked?
How to Guides
- Changing Your Company Address
- How to Set Preferences for Counsel Involvement
- Closing Your Platform Account
- How to Export the Shoobx User List from the User Directory or the Shoobx Shareholder List from the Stock Ledger
- Editing Documents in the Platform
- How to Upload Documents in a Workflow