How-To Articles
Automatically assigning Signers to signature requests will eliminate the step of entering signer information when sending documents for eSigning with our...
Thu, 30 Jun, 2022 at 8:54 AM
Connect HubSpot and Rally To integrate Rally with your HubSpot account, you will need your HubSpot login credentials. Note: this integration is current...
Thu, 25 Aug, 2022 at 11:44 AM
Rally makes it quick and simple to send documents to your Google Drive account. If you would like to set this up in your account, please email us at success...
Thu, 15 Sep, 2022 at 10:38 AM
Rally's Search allows you to quickly and easily navigate to an existing Matter, Template, or Contact. Find the Search icon in the navigation bar at the ...
Thu, 15 Sep, 2022 at 10:31 AM
You can access key functions in Rally by typing ⌘ + K (Mac)/Ctrl + K (PC) from your keyboard. From your dashboard, you can start a New Matter and from wi...
Mon, 3 Oct, 2022 at 4:59 PM
When viewing a Matter, you can see a list of all related contacts: Contacts will be displayed here automatically after generating a matter that ...
Tue, 17 May, 2022 at 10:15 AM
Does your client have more than one contact that needs to log in to Rally? You can navigate to the "Settings" tab on a particular client profile a...
Fri, 16 Sep, 2022 at 1:43 PM
Rally allows firm users to mark clients as private, preventing other firm users from having access to their matters and information. NOTE: Administrators...
Fri, 11 Mar, 2022 at 8:11 AM
Organization Team Member Permissions allow for more control over what specific users can do or see. Firm Invite When inviting an organization team m...
Thu, 7 Apr, 2022 at 2:55 PM