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Chris Davis

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Activity overview

Latest activity by Chris Davis
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    Chris Davis created an article,

    Does WeCounsel supply a 1099?

    WeCounsel does not employ or contract providers in any way. Because of this, WeCounsel does not issue 1099 forms.

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    Chris Davis created an article,

    Batch Client Import

    Click Org Management Click Users Click Batch Upload Users on the right hand corner. Click Browse to locate your file. (Please note only CSV files are compatible) Click Upload.   When uploading th...

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    Chris Davis created an article,

    Transcribing into Wecounsel

    We do not offer dictation services within our platform, but I've heard Dragon is a popular one: https://www.nuance.com/dragon.htmlThey appear to have a free trial too that can be found here: htt...

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    Chris Davis created an article,

    E-sign toolbar known issue

    With in the e-sign app if you are zoomed in or using a lower resolution you may notice that the toolbar does not extend out. This is a known issue and it being looked int.

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    Chris Davis created an article,

    Setting up Internet Explorer for Video Sessions

    Please use these instructions to set up Wecounsel for Internet explorer: Log into your wecounsel account. Check into any upcoming session Once in the session you will be prompted with the followin...

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    Chris Davis created an article,

    Note Taking

    You can access the note taking feature in a client file or while in a video session. To add a note to a client file: Go to Manage Clients > Client File > Notes To access the note taking feat...

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    Chris Davis created an article,

    Notifications

    Once on the platform, you will receive two notifications when a prospective client is attempting to contact you, one by email and one within the platform. The platform notification will include the...

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    Chris Davis created an article,

    Want to boost your listing to increase your chances of being found?

    If you are on a paid plan, your listing will appear ahead of freely listed providers, all else equal. After attending Wecounsel University, you will receive a badge that boost your directory listi...

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    Chris Davis created an article,

    Being listed on the directory means:

    You have your own custom URL extension to integrate into your website Your listing is indexed and searchable in google General blog and social media promotion

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    Chris Davis created an article,

    Completing Setup

    At the bottom of the Public Profile page, you will see the option labeled “Make your public profile searchable in the Wecounsel Directory.” Ensure that this option is selected. You will be listed a...