How to

Word Save Settings Help
When it comes to saving changes via this "edit-in-place" function, the key factor is connectivity.  The filepath is remote, on the uManag...
Mon, 2 Aug, 2021 at 3:42 PM
Sending Documents
Use this page to assist in the process of Sending Documents into uManage. Prior to this process be completed, emails addresses for the users sending documen...
Fri, 18 Apr, 2025 at 11:56 AM
How To Edit Generated Letters in Word
Use this article to assist in the process of downloading and editing uManage documents in Word.  Making Changes:  1. Locate the Account in Question to ...
Tue, 7 Sep, 2021 at 3:08 PM
How to Change a Mailing Address
Learn how to update or edit a Homeowner or Contact mailing address. Activities > Find Account Step 1. Navigate to Activities >Find Account, o...
Wed, 19 Apr, 2023 at 7:41 AM
How to use the Built in Text Editor
The built-in Text Editor is used to craft templates for eBlasts, Statements, Custom letters and more, and can be used in conjunction with merge fields to...
Thu, 16 Feb, 2023 at 11:26 AM