Help Articles
FAQ
- How to Record Undertakings for a Matter / Workflow
- Copying All Correspondence to a Second Address
- Removing Staff from your Maestro account
- Frequently Asked Questions
- Accessing conveyIT Maestro
- conveyIT Maestro functions
Getting Started
- Updating Task Dates
- Closing a Workflow in conveyIT Maestro
- Statements in conveyIT Maestro
- Updating Stage Dates
- Using Global Data in conveyIT Maestro
- How Workflow Stages Work
IT Troubleshooting
Workflow Activities
- Restarting a workflow
- Adding Stages
- How to Use the Short Cut Keys in conveyIT Maestro
- Deleting a Stage
- How to copy a workflow to a new or existing matter
- How to move a workflow to another matter
Generating Documents
Email and Texting
Reporting and Dashboard
Videos & Webinars
- Video: How to login to conveyIT Maestro.
- Video: How to create a conveyIT Maestro Workflow
- Video: How to create an Individual Contact
- Video: How to set up a Couple Contact record
- Video: How to create a new Impersonal Contact for a trust, company or other impersonal contact
- Video: How to recalculate due dates