icon. This opens the Administrator
Utilities page.The Utilities Wizard enables you to assemble your Firm step-by-step within the XCM application. The procedure to set up a firm includes creating Users for the firm, assigning roles to the Users, managing workflow Statuses, managing Deliverable details, and creating clients/entities.
To access the Utilities menu, on the top bar of the XCM
application, click the icon. This opens the Administrator
Utilities page.
Administrator Utilities
