Account Set-Up

How to Review Your Account's Credit Balance History
If your firm's account is configured to manage payments through our credit system, you can use the following instructions to review your account's b...
Tue, Oct 22, 2019 at 11:28 AM
How to Disable Urgent Requests for Your Firm's Account
If your firm has determined it wants to limit users from marking requests as urgent, you can now turn off this feature on a firm-wide basis.  1. Click t...
Thu, May 14, 2020 at 12:40 PM