How to Guides

Step-by-step Guides

Each guide focuses on a specific Levelset feature or account action. Follow the steps within each guide to confidently navigate your account, or use FAQs at the bottom of each page.

Basic Account Actions

Create a Job

Edit a Job

Order a Document

Input an Invoice

Edit an Invoice

Bulk Archive Jobs

Manage a Job’s Workflow

Edit a Contact

Viewing Ordered Document Details

Configuring Automation Rules

Adding & Viewing Project Files

Basic Account Settings

Update Company Settings

Update User Settings

Configure Account

Optimize Account

Basic Account Management

Manage Research Alerts

Manage Documents Queue

Manage Account Inbox

Advanced Account Actions & Management

Manage a Texas Job’s Workflow

Streamline/ Automate Monthly Notices

Streamline/ Automate Collections Documents

Order Collection Documents

Create Custom Collection Documents

Create Custom Waivers

Canceling, Retracting, & Resending Ordered Documents

Saving & Printing Ordered Documents

Adding Additional Recipients to Ordered Documents