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Client Portal in Bright Return
How to configure Email setting in Bright Return?
Automated Document Processing
How to classify documents over tags?
How to manage client Document in BrightReturn?
What are the formats supported for document file upload?
What is Client Readable and Client Writable permission regarding documents?
Can I remove tag if I find it is inappropriate for that document?
Automation in Bright Return
How to add states in Bright Return?
How to automate the project in Bright Return?
How to Schedule an Unschedule project?
What is the purpose of the Unschedule Projects tab?
Client Contract in Bright Return
How to ask for client signature on contract?
How to send contract to client using Template?
How to send contract to client without using Template?
Client request forms in Bright Return
How to send Forms to client using Template?
How to send Forms to client without using Template?
Billing and Invoice in Bright Return
How can clients make payments for their invoices?
How to create Billing profile?
How to create invoice for Client?
How to send invoice to Client?
Contacts in Bright Return
What is mean by Contacts or Client users?
How to add Client user and who is Authorize client user?
Client Communication in Bright Return
How to schedule the Client Bulk Email?
How to schedule the Bulk Email to Team?
Project Management in Bright Return
How to add Tags to Task in Bright Return?
How to add Tags to Project in Bright Return?
How to create project with the help of AI?
How to create adhoc project in Bright Return?
Time Tracking in Bright Return
E Signature Software
How to request for E- signature the document?
How to request for E-signature to client?
Email Inbox Management
How to setup BrightDesk's Inbox?
How to attach task to the Brightdesk Inbox's mail?
How to assign agent to a Ticket in Bright Return?
What is the use of Focused, Others, Archived tabs in BrightDesk E-Mails?
HRMS Management for Firm
How to mark attendance (CheckIn & Check Out) in BrightReturn?
How to Approve/Reject the leaves in BrightReturn HRMS?
How can I apply for leaves in the Bright Return HRMS?
How to update leave balance for employee in Bright Return?
How to upload Holidays in Bright Return?
Integration
How to Integrate Calendly with Bright Return?
How to Integrate Calendly with Bright Return?
What is the use of Calendly in Bright Return?
How to integrate BrightReturn with Quickbook?
Project Calendar
What is Bright Return calendar and how it is helpful?
Project Team in Bright Return
What is mean by project team in Bright Return?
What is mean by working team in Bright Return?
Task management software
What is use of MyTask, Assignments, All Tasks in work Tab?
Manage Project Team in Bright Return
How can we edit basic information of a Team Member in the Bright Return?
How can I add a Team Member to Bright Return?
What is a Level 1 Role in Brigh Return?
What is a Level 2 Role in BrighReturn?
What is a Level 3 & Level 4 Role in BrighReturn?