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Users and groups

• How to: Share project link
• How do I set up Okta as a SAML identity provider?
• Adding users
• Deleting users
• Creating user groups
• Deleting user groups

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Custom fields

• Integration tokens
• Creating mandatory fields
• Setting up custom fields on invoices
• Apply data field additions to existing matters
• Setting default fields
• Creating custom fields

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Workflows

• How do I connect Microsoft Forms to Dazychain?
• Linked attachments
• Automatic links
• Creating an automatic deliverable
• Customising a workflow
• Editing workflow

Classifications

• Adding classifications to your profile
• Removing a classification

Panels and suppliers

• Setting up a panel of preferred suppliers
• Adding suppliers to a panel
• Managing my panels
• Removing a preferred supplier
• Adding a preferred supplier to Dazychain

Organisation invite

• Accepting an invitation to join an organisation - New User
• Rejecting a request to join your organisation

Troubleshooting

• Providing Admin Consent for Office add-ins
• Microsoft Online / WOPI IT information
• My Portal/Intake Form login troubleshooting
• Drag and drop Outlook to Dazychain troubleshooting
• How to: Troubleshoot the Outlook add-in

Release notifications

• Release date: 13 December 2022
• Dazychain release: 25 August 2022
• Release date: 27 October 2022
• Dazychain release - 23 December 2020
• Dazychain release - 17 September 2020
• Release - 17 June 2019

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