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Documents
Can I map Firm360 Documents as a virtual drive in Windows Explorer?
What file types are supported in Firm360?
Why does my document look distorted or illegible after using “Convert to PDF”?
What is the File Size Limit to upload in Firm360?
Can Clients Delete Documents from Their Portal?
Can clients fill out editable PDF documents in their client portal?
How can I bulk export my client's documents?
Can I request a local backup of my documents?
How can documents automatically open PDF/Word/Excel documents in Adobe/word/Excel when downloading from Firm360?
Should I use folders to organize documents in Firm360?
Should I download my client documents as a backup to my local server?
Print PDF is not working. What are some trouble shooting steps?
How can I get PDF documents on a Mac to always open rather than download?
Can I rename or delete folders in Documents?
How To - Unzip Files (7-zip)
Can you scan documents directly into Firm360?
Why am I seeing a “content is blocked” message when previewing a PDF?
How do I move documents to a different client ?
How can I search for documents in Firm360?
How can clients with multiple entities upload to the portal under the different entity names?
How do I upload data to my office #1000 client?
Document Editing Timeout Limits for Adobe, Excel, and Word in Firm360
Can the 48-hour document access limit be extended?
How can I tell if a document was sent to a client?
My client is out of the country and can't access the client portal. How can I send them a document they are requesting?
Does Firm360 have an option to migrate documents into the platform for us?
How can I automatically open PDF files after downloading them in Google Chrome?
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