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Smarter Drafter Pro Learning Centre
Admin
Admin
Help articles for admins managing the Smarter Drafter Pro application
System Management
Reports
Manage Field Aliases
Styles and Settings
Template Styles and Custom Fonts
Branding and Logos
Create and Manage Intake Forms
Embed Forms
Email Settings
Integrations
Manage e-Signatures Integration
Activate Hubspot Integration
Activate Smokeball Integration
Activate Clio Integration
Activate LEAP Integration
Activate Actionstep Integration
Activate iManage Integration
How to Enable the Actionstep Integration
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Users and Groups
Create, Edit and Delete Groups
User Permissions
Add and Manage Users
Onboarding a New Account Checklist
Edit Account Details
