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TSM Cases - Technical Support/Consultations

General Processes

Use the TSM Cases Dashboard to monitor and update cases A situation requires assistance from...

Updated 1 year ago by Michael Edlefsen

How to configure Gmail to use your Revver email alias

Software Google

Please do NOT use your alias before the official launch day Everyone has already been setup with...

Updated 1 year ago by McKay Christensen

Tracking Business Reviews

General Processes

Why As a team, we have a goal of three business reviews each week. In order to track the number ...

Updated 1 year ago by Michael Edlefsen

NYL Postman API Testing Setup & Tests

QA Testing

AgentTermination Request Test *  These tests require an authorization token.  Please refer to th...

Updated 1 year ago by Craig Butler

Onboarding Process Flow Map

Onboarding Process

Updated 1 year ago by Michael Edlefsen

Gmail - Grant access to your account (Delegate and collaborate on email)

Software Google

Gmail gives you the option to allow other people to manage your email account and send and receiv...

Updated 1 year ago by McKay Christensen

How To Create an Account Record

Salesforce All - General Salesforce Materials

If you try to manually create an Account, you will receive an error stating that Accounts cannot ...

Updated 1 year ago by Anna Maruji

Shared Dev Mac for Remote Access

Hardware Computers

There is a Mac Mini setup in the IT area that can be accessed remotely.  If you are not in the o...

Updated 1 year ago by McKay Christensen

ChatBot (Integration for LiveChat)

Software Online Services

ChatBot is an integration for LiveChat that allows automating of LiveChat chats.  Making Changes...

Updated 1 year ago by McKay Christensen

New Logo Assignments

Territory Assignments

Strategic Team (link to official territory map) Northeast: Jordan Alfieri Southeast: Jordan A...

Updated 1 year ago by Michael Edlefsen

Revver Internal Documentation

General Info

Some things you should know By default all accounts are created with view permissions. Viewers...

Updated 1 year ago by Russ Ingenbrandt

Email Signature Template

Helpful Links

Below, you will find the link to our email signature template for your company email. Please cont...

Updated 1 year ago by Russ Ingenbrandt

Forms

Helpful Links

Fun Facts About You: This form is for new and current employees to complete so that we can all le...

Updated 1 year ago by Russ Ingenbrandt

Hardware policy for new and current employees

General Info IT Policies

eFileCabinet's IT department has collaborated with our executive team to determine the standard e...

Updated 1 year ago by McKay Christensen

Welcome!

General Info

Welcome to our internal documentation platform. We use the service BookStack. You probably found ...

Updated 1 year ago by McKay Christensen

Hardware Policy for exiting employees

General Info IT Policies

Current policy is that when an employee leaves they are required to return all Company property. ...

Updated 1 year ago by McKay Christensen

Accessing Email from a former employee

General Info Exiting Employees

Important Note: Generally, when an employee leaves the company, their Google account is deleted ...

Updated 1 year ago by McKay Christensen

How to setup and use an email alias

General Info Email

A note about email aliases and email addresses When you are assigned an email address, that will...

Updated 1 year ago by McKay Christensen

Our Current Phone System / Dial Plan

Hardware Phone System

Main Dial Plan Phone Hours Working Hours:Support: Monday - ??Sales: Monday - ?? Listed Hou...

Updated 1 year ago by McKay Christensen

AV Setup for Company Meetings

Hardware AV (Audio / Video)

Items Needed Item / Location Black IT cart with power outlets / Server closet White table ...

Updated 1 year ago by Taylor Davis