Master the essentials

AI funtionalities

• How to: Generate an IntuityAI document summary
• How to: Use IntuityAI document Q&A
• How to: Generate an IntuityAI matter summary

Projects

• How to: Link projects
• How to: Customise your intake form
• How to: Download a project
• How to: Create a project
• How to: Close a project
• How to: Duplicate a project

See all 15 articles

Folders

• How to: View project documents
• How to: Move a folder
• How to: Create a folder
• How to: Rename a folder
• How to: Delete a folder

Deliverables

• How to: Track overdue deliverables
• How to: Move a deliverable
• How to: Copy a deliverable
• How to: Create a deliverable
• How to: Update the status of a deliverable
• How to: Duplicate a deliverable

See all 8 articles

Documents

• How to: Download a specific document version 
• How to: View previous document version
• How to: Create automated contracts
• How to preview documents (Word, PDFs, Excel, and more)
• How to preview emails in Dazychain
• How to: Edit/collaborate on a document

See all 13 articles

Sharing (off-platform users)

• How to: Use My Projects portal
• How to: Share with non-Dazychain users
• How to: Add off-platform users
• How to: Add off-platform sharing group
• How to: Share a document
• How to: Share a comment

See all 8 articles

Assigning work

• How to: Change project manager
• How to: Assign a deliverable
• How to: Add a collaborator
• How to: Remove collaborators
• How to: Add collaborators or groups to a folder
• How to: Engage an external law firm

Grid views and filters

• How to: Create and save a filtered view
• How to: Edit fields in project or worklist grid view
• How to: Add a column to your Project or Worklist view
• How to: Filter by date
• How to: Download data to Excel

Search

• How to: Use search bar
• How to: Use global search

Links

• How to: Create a link
• How to: Edit or delete a link
• How to: Link a project

Dashboards

• How to: Compare dates on dashboards
• How to: Create a dashboard report
• How to: Use dashboards

Add-ons

• How to: Install the Dazychain Outlook add-in
• How to: Use the Dazychain Outlook add-in

Invoicing

• How to: Create an invoice
• How to: Approve an invoice
• How to: Reject an invoice
• How to: Change invoice currency
• How to: Change tax amounts

Audit logs

• How to: View Audit trails

Notifications

• How to: Update notification settings
• How to: Set a reminder
• How to: Mark notifications as unread
• How to: View and action Dazychain notifications

Company details

• How to: Upload my company logo
• How to: Set up your organisation
• How to: Set up an organisational administrator profile
• How to: Find my Organisation Administrator
• How to: Remove yourself from an organisation