Knowledgebase - Eternal Pro
To add a new administrator user within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click the [Firm Name] Clients button in the top Nav bar Click Users, then Add...
How to add clients in the Eternal Pro DashboardTo add a new secure client account within your Eternal Pro Dashboard: Login to your Eternal Dashboard Hover over the + New button in the top Nav bar, then click Add Client Enter a unique...
How to delete a client from the Eternal Pro DashboardTo remove a client account from within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click the Your Firm Name Clients button in the top Nav bar Click Clients Find the client...
How to delete a user from the Eternal Pro Dashboard?To remove any user or administrator within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click the Your Firm Name Clients button in the top Nav bar Click Users Find the user...
How to import clients from Lawmatics?
To import clients from your Lawmatics dashboard: Login to your Eternal Dashboard as a Super Admin user Hover on Integrations in the left nav menu, then click Lawmatics Click the Connect to...
How to import clients from MyCase?
To import clients from your MyCase dashboard: Login to your Eternal Dashboard as a Super Admin user Hover on Integrations in the left nav menu, then click MyCase Click the Connect to MyCase...
How to import clients from a Zapier webhook?
To create a Zapier webhook to import clients into Eternal Pro: Login to your Eternal Dashboard as a Super Admin user Hover on Integrations in the left nav menu, then click Zapier Copy your...
How to remove a firm administrator in the Eternal Pro Dashboard?To remove an administrator from your Eternal Pro Dashboard: Login to your Eternal Dashboard as a Super Admin Click the Admins link in the left nav bar Hover over the username, a submenu will...
How to set frequency of client reminders in the Eternal Pro Dashboard?You can set or change the boilerplate language for the estate documents in the Eternal Wizard: Login to your Eternal Dashboard Click Eternal Pro, then Eternal Wizard Follow the steps until you...
How to set or change the boilerplate language for the estate documents in the Eternal Pro dashboard?You can set or change the boilerplate language for the estate documents in the Eternal Wizard: Login to your Eternal Dashboard Click Eternal Pro, then Eternal Wizard Follow the steps until you...
How to set or change the primary Eternal Pro logo?You can set or change the primary logo in the Eternal Wizard: Login to your Eternal Dashboard Click Eternal Pro, then Eternal Wizard The first page is the "Upload your practice logo" option...
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