https://support.getwalter.com/en/articles/7188505-should-i-use-personal-or-business-email-addresses 2023-03-24T20:59:09Z https://support.getwalter.com/en/articles/7224696-do-i-need-a-docusign-account-to-use-walter 2023-08-29T15:35:12Z https://support.getwalter.com/en/articles/8578695-how-to-enable-sign-in-with-microsoft 2024-11-28T22:38:36Z https://support.getwalter.com/en/articles/8663173-how-to-add-walter-s-word-add-in-to-microsoft-word 2025-01-09T23:46:45Z https://support.getwalter.com/en/articles/9039603-allocation-types 2024-03-06T22:26:53Z https://support.getwalter.com/en/articles/9146637-guide-questionnaires 2025-04-29T22:28:08Z https://support.getwalter.com/en/articles/9200402-how-to-create-a-client-from-a-questionnaire-and-template 2025-04-29T23:53:51Z https://support.getwalter.com/en/articles/9205475-how-to-add-new-users 2025-04-22T16:54:03Z https://support.getwalter.com/en/articles/9205611-how-to-resend-or-delete-user-invitations 2024-04-16T22:55:36Z https://support.getwalter.com/en/articles/9205715-what-is-the-difference-between-an-admin-and-a-user-role-within-walter 2025-03-04T22:23:00Z https://support.getwalter.com/en/articles/9217763-can-i-assemble-a-document-outside-of-a-filing-or-resolution-within-walter 2024-05-01T01:32:05Z https://support.getwalter.com/en/articles/9221407-what-does-the-status-of-my-questionnaire-mean 2024-04-19T14:44:25Z https://support.getwalter.com/en/articles/9249829-how-to-set-the-default-docusign-account-on-a-client 2025-03-04T22:43:55Z https://support.getwalter.com/en/articles/9266721-how-does-document-assembly-work-within-walter 2024-08-01T21:03:57Z https://support.getwalter.com/en/articles/9287416-guide-walter-word-add-in 2025-06-19T18:31:15Z https://support.getwalter.com/en/articles/9293640-can-i-change-the-email-address-of-an-existing-user-or-invited-user 2024-05-07T16:32:59Z https://support.getwalter.com/en/articles/9303097-how-do-i-access-my-invoices-within-walter 2024-05-09T00:19:16Z https://support.getwalter.com/en/articles/9329257-how-to-save-field-sets-in-the-walter-word-add-in 2025-01-08T22:15:16Z https://support.getwalter.com/en/articles/9340999-guide-requesting-signatures 2024-08-01T20:50:27Z https://support.getwalter.com/en/articles/9386844-how-to-import-alf-cards-into-walter 2024-06-05T23:05:53Z https://support.getwalter.com/en/articles/9386855-how-to-create-a-client-workspace 2024-05-28T18:01:19Z https://support.getwalter.com/en/articles/9403612-how-to-request-signatures-on-a-resolution 2024-05-31T05:00:28Z https://support.getwalter.com/en/articles/9493856-unable-to-log-in-to-the-walter-word-add-in 2024-06-19T20:32:01Z https://support.getwalter.com/en/articles/9566949-how-to-preview-documents-in-word-online 2024-07-26T18:00:19Z https://support.getwalter.com/en/articles/9566950-how-to-edit-documents-in-word-online 2024-07-26T18:00:29Z https://support.getwalter.com/en/articles/9663850-guide-documents 2025-04-22T17:32:08Z https://support.getwalter.com/en/articles/9684776-how-to-upload-firm-precedents-to-a-client 2025-04-22T17:34:42Z https://support.getwalter.com/en/articles/9684876-how-to-create-a-document-folder 2024-08-01T21:26:27Z https://support.getwalter.com/en/articles/9689529-can-i-copy-and-paste-add-in-elements-when-drafting-new-precedents 2024-08-07T20:13:12Z https://support.getwalter.com/en/articles/9689565-how-to-troubleshoot-the-walter-word-add-in 2024-08-07T19:56:18Z https://support.getwalter.com/en/articles/9713878-how-to-build-a-conditional-statement 2024-08-09T06:53:27Z https://support.getwalter.com/en/articles/9714158-how-to-control-the-order-of-custom-fields-during-document-assembly 2024-08-07T23:05:40Z https://support.getwalter.com/en/articles/9714159-how-to-edit-the-name-of-a-custom-field 2024-08-07T22:21:51Z https://support.getwalter.com/en/articles/9714782-how-to-apply-uppercase-formatting 2024-08-07T20:31:31Z https://support.getwalter.com/en/articles/9715638-how-to-use-custom-fields-within-a-conditional-statement 2024-08-09T22:04:36Z https://support.getwalter.com/en/articles/9715647-how-to-create-a-signature-block 2024-08-09T22:37:31Z https://support.getwalter.com/en/articles/9715651-how-to-create-custom-fields 2024-08-09T06:28:14Z https://support.getwalter.com/en/articles/9723338-how-to-create-a-loop 2024-08-19T19:31:05Z https://support.getwalter.com/en/articles/9733808-how-to-pluralize-a-word 2024-08-19T20:37:33Z https://support.getwalter.com/en/articles/9797677-how-to-manage-your-user-settings-and-integrations 2025-03-04T22:44:12Z https://support.getwalter.com/en/articles/9797709-how-to-connect-walter-to-your-imanage-account 2025-11-18T00:07:01Z https://support.getwalter.com/en/articles/9869129-how-do-i-use-separate-email-addresses-for-my-various-stakeholder-relationships 2025-06-20T00:06:13Z https://support.getwalter.com/en/articles/9883323-how-to-send-documents-between-walter-and-imanage 2025-06-25T20:51:26Z https://support.getwalter.com/en/articles/9945336-does-walter-support-doc-files 2025-01-03T21:02:31Z https://support.getwalter.com/en/articles/10030301-how-to-get-a-fasken-client-set-up-with-cap-table-management 2025-08-19T22:44:33Z https://support.getwalter.com/en/articles/10094045-how-to-get-a-vela-wood-client-set-up-with-cap-table-management 2025-04-29T23:57:50Z https://support.getwalter.com/en/articles/10094121-it-setup-guide-dns-configuration-word-add-in-and-sign-on-methods 2024-11-26T19:28:29Z https://support.getwalter.com/en/articles/10262021-how-to-get-a-client-set-up-with-cap-table-management 2025-04-30T00:02:59Z https://support.getwalter.com/en/articles/10348255-how-to-format-the-docusign-date-signed-field 2025-01-06T20:30:34Z https://support.getwalter.com/en/articles/10348388-what-are-my-options-for-dating-documents 2025-01-06T21:21:10Z https://support.getwalter.com/en/articles/10509288-how-to-create-a-warrant-issuance 2025-04-11T22:08:49Z https://support.getwalter.com/en/articles/10509747-step-by-step-guide-to-walter 2025-07-23T23:06:35Z https://support.getwalter.com/en/articles/10514196-introduction-to-walter 2025-04-29T23:17:42Z https://support.getwalter.com/en/articles/10514542-how-to-add-and-manage-directors-and-officers 2025-04-01T15:58:22Z https://support.getwalter.com/en/articles/10515626-how-to-create-a-share-class 2025-04-11T22:01:02Z https://support.getwalter.com/en/articles/10517567-how-to-manage-client-locations 2025-04-01T16:02:16Z https://support.getwalter.com/en/articles/10517878-how-to-create-a-share-issuance 2025-03-25T01:46:16Z https://support.getwalter.com/en/articles/10518057-how-to-create-an-equity-plan 2025-04-11T22:04:46Z https://support.getwalter.com/en/articles/10518089-how-to-issue-an-option-grant 2025-04-30T00:23:45Z https://support.getwalter.com/en/articles/10523691-how-to-create-and-manage-key-documents 2025-04-01T16:02:41Z https://support.getwalter.com/en/articles/10523734-how-to-create-a-resolution 2025-04-11T22:21:22Z https://support.getwalter.com/en/articles/10529459-how-to-create-a-vesting-plan 2025-03-26T18:49:58Z https://support.getwalter.com/en/articles/10529765-how-to-update-authorized-share-quantity 2025-03-17T22:19:41Z https://support.getwalter.com/en/articles/10530584-how-to-create-a-share-legend-template 2025-03-13T04:22:08Z https://support.getwalter.com/en/articles/10530625-overview-clients 2025-04-11T22:09:10Z https://support.getwalter.com/en/articles/10530637-how-to-create-a-custom-field 2025-04-22T16:58:31Z https://support.getwalter.com/en/articles/10536068-introduction-to-transactions 2025-04-11T22:19:34Z https://support.getwalter.com/en/articles/10542485-how-to-amalgamate-clients-start-to-finish 2025-04-11T22:09:40Z https://support.getwalter.com/en/articles/10543087-how-to-split-shares 2025-04-11T22:05:07Z https://support.getwalter.com/en/articles/10543503-how-to-cancel-shares 2025-03-25T15:43:05Z https://support.getwalter.com/en/articles/10547558-how-to-transfer-shares 2025-07-07T19:16:17Z https://support.getwalter.com/en/articles/10548921-how-to-declare-dividends 2025-04-11T21:57:46Z https://support.getwalter.com/en/articles/10549108-how-to-adjust-stated-capital 2025-04-01T15:56:10Z https://support.getwalter.com/en/articles/10549287-how-to-redesignate-an-entire-share-class 2025-03-13T20:24:13Z https://support.getwalter.com/en/articles/10549762-how-to-inactivate-a-share-class 2025-03-19T22:40:34Z https://support.getwalter.com/en/articles/10549834-how-to-issue-a-replacement-certificate 2025-04-11T21:58:17Z https://support.getwalter.com/en/articles/10549860-how-to-track-compliance-and-filing-deadlines 2025-04-01T16:00:02Z https://support.getwalter.com/en/articles/10549893-how-to-prepare-and-manage-annual-reports 2025-04-01T16:02:07Z https://support.getwalter.com/en/articles/10549909-how-to-make-an-admin-edit-on-a-transaction 2025-03-13T22:01:35Z https://support.getwalter.com/en/articles/10549941-where-to-view-audit-trails 2025-04-11T22:02:16Z https://support.getwalter.com/en/articles/10549961-how-to-manage-isc-data 2025-03-19T23:25:04Z https://support.getwalter.com/en/articles/10549970-how-to-build-a-report-for-a-specific-office-with-missing-responsible-lawyer-data 2025-03-26T00:41:48Z https://support.getwalter.com/en/articles/10549979-how-to-manage-language-preferences 2025-03-19T23:11:14Z https://support.getwalter.com/en/articles/10549989-searching-with-special-characters-and-accents 2025-03-19T23:08:23Z https://support.getwalter.com/en/articles/10550013-how-to-bulk-update-an-address 2025-03-12T04:36:32Z https://support.getwalter.com/en/articles/10550029-how-to-create-a-registration 2025-04-01T16:02:29Z https://support.getwalter.com/en/articles/10550038-how-to-update-a-registration-status 2025-04-01T16:00:36Z https://support.getwalter.com/en/articles/10582412-introduction-to-clients-profiles 2025-04-01T16:01:33Z https://support.getwalter.com/en/articles/10582609-how-to-create-a-stakeholder 2025-04-04T22:41:50Z https://support.getwalter.com/en/articles/10593480-how-to-exchange-shares 2025-04-11T21:56:55Z https://support.getwalter.com/en/articles/10671646-how-to-create-a-client-template 2025-04-01T16:01:23Z https://support.getwalter.com/en/articles/10671784-how-to-set-and-manage-an-address-for-service-records-office-or-registered-office 2025-04-01T15:57:02Z https://support.getwalter.com/en/articles/10672085-how-to-create-a-client 2025-04-30T18:12:51Z https://support.getwalter.com/en/articles/10707862-walter-onboarding-guide 2025-07-23T21:41:54Z https://support.getwalter.com/en/articles/10707879-how-to-set-up-firm-locations 2025-03-04T22:15:42Z https://support.getwalter.com/en/articles/10707892-how-to-add-or-create-a-location 2025-04-01T15:57:12Z https://support.getwalter.com/en/articles/10722898-how-to-create-a-filing 2025-04-01T16:00:50Z https://support.getwalter.com/en/articles/10723988-how-to-manage-workspace-filing-types 2025-06-03T23:46:24Z https://support.getwalter.com/en/articles/10724077-how-to-bulk-edit-clients 2025-03-11T22:40:09Z https://support.getwalter.com/en/articles/10724096-how-to-bulk-edit-relationships 2025-03-26T18:54:10Z https://support.getwalter.com/en/articles/10724766-how-to-draft-documents-or-forms-from-template 2025-04-01T16:03:47Z https://support.getwalter.com/en/articles/10730901-how-to-update-profile-and-stakeholder-names 2025-04-01T20:25:54Z https://support.getwalter.com/en/articles/10732398-how-to-execute-a-legal-name-change-for-a-client 2025-03-11T19:48:08Z https://support.getwalter.com/en/articles/10732585-how-to-make-an-admin-edit-or-typo-correction-to-a-client-name 2025-03-11T19:08:09Z https://support.getwalter.com/en/articles/10732720-how-to-redesignate-a-portion-of-a-class 2025-04-11T22:03:48Z https://support.getwalter.com/en/articles/10736673-how-to-change-a-trustee-of-a-trust-that-holds-shares 2025-04-11T22:06:01Z https://support.getwalter.com/en/articles/10736753-how-to-generate-registers-at-the-current-date-or-as-of-date 2025-03-13T04:28:27Z https://support.getwalter.com/en/articles/10736783-overview-entity-profiles 2025-03-13T23:03:47Z https://support.getwalter.com/en/articles/10736843-overview-individual-profiles 2025-04-04T22:42:30Z https://support.getwalter.com/en/articles/10737745-how-to-view-and-export-the-directors-officers-register 2025-03-11T19:03:58Z https://support.getwalter.com/en/articles/10737839-how-to-add-a-relationship 2025-04-01T16:01:07Z https://support.getwalter.com/en/articles/10744304-how-to-merge-addresses 2025-03-12T21:58:49Z https://support.getwalter.com/en/articles/10744448-how-to-create-and-manage-notes 2025-03-12T23:05:54Z https://support.getwalter.com/en/articles/10745345-understanding-tables-in-walter 2025-03-19T21:41:53Z https://support.getwalter.com/en/articles/10875339-how-to-issue-a-note 2025-03-25T16:09:32Z https://support.getwalter.com/en/articles/10875380-how-to-reissue-shares 2025-04-11T22:04:21Z https://support.getwalter.com/en/articles/10910704-how-to-create-a-trust-and-add-trustees 2025-04-04T22:41:00Z https://support.getwalter.com/en/articles/10911811-how-to-create-a-safe 2025-03-25T16:03:38Z https://support.getwalter.com/en/articles/10931654-what-do-employees-and-other-stakeholders-see-when-they-access-walter 2025-06-26T18:31:44Z https://support.getwalter.com/en/articles/10985394-how-to-delete-a-registration 2025-03-28T19:27:16Z https://support.getwalter.com/en/articles/11024730-overview-cap-table-views 2025-04-11T22:20:18Z https://support.getwalter.com/en/articles/11025698-how-to-invite-a-stakeholder 2025-04-03T16:58:58Z https://support.getwalter.com/en/articles/11071930-overview-branches 2025-06-21T00:02:14Z https://support.getwalter.com/en/articles/11165272-how-to-use-blacklines-in-walter 2025-06-09T18:58:44Z https://support.getwalter.com/en/articles/11166564-how-to-exercise-options 2025-09-10T19:46:54Z https://support.getwalter.com/en/articles/11173544-how-to-terminate-options 2025-04-30T19:28:38Z https://support.getwalter.com/en/articles/11174010-how-to-cancel-options 2025-04-30T19:36:17Z https://support.getwalter.com/en/articles/11334994-how-to-use-the-ai-coding-assistant 2025-05-09T18:32:05Z https://support.getwalter.com/en/articles/11506442-changelog 2025-12-11T21:44:45Z https://support.getwalter.com/en/articles/11511335-when-to-use-the-transaction-object-vs-the-record-object-when-coding-security-documents 2025-06-04T21:07:49Z https://support.getwalter.com/en/articles/11629636-how-to-filter-loops-in-the-word-add-in 2025-06-20T00:33:33Z https://support.getwalter.com/en/articles/11629681-how-to-assemble-documents-from-a-spreadsheet 2025-07-01T19:04:16Z https://support.getwalter.com/en/articles/11649335-where-do-i-enter-the-ein 2025-06-24T21:50:26Z https://support.getwalter.com/en/articles/11656489-how-to-request-an-option-exercise 2025-06-25T19:24:14Z https://support.getwalter.com/en/articles/11656956-how-to-manage-exercise-requests 2025-09-10T19:41:42Z https://support.getwalter.com/en/articles/11779108-security-and-deployment-faqs-for-walter-ai-agent-in-outlook 2025-08-28T19:10:47Z https://support.getwalter.com/en/articles/11788461-understanding-octc-ocf-and-ocx-in-walter 2025-07-16T23:39:29Z https://support.getwalter.com/en/articles/11819308-how-to-set-a-parent-share-class 2025-07-22T00:17:24Z https://support.getwalter.com/en/articles/12110551-getting-started-with-the-walter-ai-agent 2025-09-03T20:58:01Z https://support.getwalter.com/en/articles/12110923-how-to-use-the-walter-ai-agent-in-the-web-app 2025-09-25T22:42:02Z https://support.getwalter.com/en/articles/12111199-how-to-use-playbooks-in-the-walter-ai-agent 2026-02-09T21:30:27Z https://support.getwalter.com/en/articles/12143854-how-to-add-walter-s-ai-agent-to-outlook 2025-09-03T00:54:03Z https://support.getwalter.com/en/articles/12143868-how-to-use-the-walter-ai-agent-in-outlook 2025-12-17T23:20:18Z https://support.getwalter.com/en/articles/12308722-how-to-use-blackline-summary-in-the-walter-ai-agent 2025-09-25T22:40:59Z https://support.getwalter.com/en/articles/12407891-how-to-use-memories-in-the-walter-ai-agent 2025-09-25T00:19:37Z https://support.getwalter.com/en/articles/12494317-walter-ai-agent-use-cases 2025-12-18T17:48:56Z https://support.getwalter.com/en/articles/12592172-how-to-search-imanage-with-the-walter-ai-agent 2025-11-17T23:47:10Z https://support.getwalter.com/en/articles/12593158-how-to-use-imanage-in-the-walter-ai-agent 2025-12-17T22:52:18Z https://support.getwalter.com/en/articles/12618391-how-to-work-with-large-document-sets 2025-10-19T22:45:12Z https://support.getwalter.com/en/articles/12713144-how-to-create-and-manage-projects 2025-10-31T20:06:53Z https://support.getwalter.com/en/articles/12713989-how-to-prompt-effectively-in-walter 2025-10-31T21:47:18Z https://support.getwalter.com/en/articles/12739067-how-to-set-up-the-imanage-integration 2025-11-03T23:43:22Z https://support.getwalter.com/en/articles/12746933-how-to-use-find-and-replace-in-pdfs 2025-11-04T20:52:21Z https://support.getwalter.com/en/articles/12755155-how-to-convert-shares 2025-11-05T19:43:50Z https://support.getwalter.com/en/articles/12758129-security-and-permissions-for-the-imanage-integration 2025-11-18T00:12:20Z https://support.getwalter.com/en/articles/12873046-how-search-works-in-walter-ai 2025-11-18T21:07:33Z https://support.getwalter.com/en/articles/12874344-how-walter-ocrs-scanned-pdfs 2025-11-18T20:58:45Z https://support.getwalter.com/en/collections/13978160-walter-ai-agent 2025-12-05T19:26:39Z https://support.getwalter.com/en/collections/17120266-equity-entity-management 2025-12-05T19:26:39Z