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›Installation & Setup

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  • 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

Upgrading Delegate

To upgrade Delegate it is recommended to follow Relativity’s official documentation on upgrading applications. You can read these instructions on the official Relativity help website located here.

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