Milyli Support

Milyli Support

  • User Guides
  • Resources
  • Videos
  • Certifications

›Home

Home

  • New in Delegate 3.3
  • User guide changes

Installation & Setup

  • Installing Delegate
  • Upgrading Delegate

Configuring Delegate

  • Creating Delegate Profiles
  • Configuring Client Tab

Client Administrations

  • Client Administration Tab
  • Switching Active Client
  • User Tab
  • Group Tab
  • Matter Tab
  • Workspace Tab

Automated Workflows

  • Global Settings and Permissions
  • Creating a Workflow
  • Running The Workflow
  • Exporting and Importing Templates
  • FAQs and Troubleshooting

Advanced Functions

  • API Calls
  • Audits
  • Plugins

What's changed in the user guide

The following updates have been made to the user guide as of November 21, 2023. Each header will link to the page that has changed.

Creating a Workflow

  • Added new trigger for documents loaded
  • Added new steps
    • Run Relativity Integration Point
    • Pause Workflow
    • Update Field
    • Set Long Text Field Size

Manually Pause Workflow

  • Added section for manually pausing a workflow

API Calls

  • Added new API call to resume paused workflows
← New in Delegate 3.3Installing Delegate →
Milyli Support
Learn
User guidesResourcesVideos
Explore
About MilyliCase Studies
Connect
TwitterLinkedInCareers
Copyright © 2025 Milyli, Inc