The Estate Path

Documentation

Choose a guide

The two guides cover different ways of using an estate. Open the one that matches you, then pick a topic from that menu.

Collaborator

You were invited to look through a Premium estate. The access on your contact decides what you can change. A collaborator can mark their own assignments complete. A read-only person can look through the records.

Estate administrator

You look after the workspace and can change it. The person who creates an estate is an administrator, and an estate can have more than one. The name describes the workspace. It is separate from a title in a will or a court order.