Our tool offers three essential features in the top fixed section: Calendly, App Switch Grid, and Profile Settings. These are designed to improve the user experience and streamline daily workflows.
Here’s a closer look at each feature and how to make the most of them:
Calendly
Calendly makes it easy to schedule appointments with a Legistify product expert for guidance or assistance with the tool.
How to Book an Appointment:
Click the Calendly icon (calendar symbol) at the top of the tool.
A new Calendly link will open. Select the 30-minute meeting option.
Choose a convenient date and time from the available slots.
Fill in your details, including Name, Email, guests, and any additional remarks.
Click Schedule Event to confirm your booking.
App Switch Grid
The App Switch Grid provides seamless navigation across all the apps available under Legistify. Users can quickly switch between their subscribed apps to simplify their workflow.
How to Switch Between Apps:
Click the Grid icon at the top of the tool.
A dropdown will appear, displaying all Legistify apps.
Select the desired app to switch instantly.
To set a default app, click the pin icon beside it. The pinned app will then open automatically on login.
Note: Apps not subscribed to by your organization will remain locked and inaccessible.
Profile Settings
The Profile section, visible at the far right with your organization’s logo and your user picture, allows you to personalize and manage key account settings.
Profile Options:
My Profile: Update details such as Name, Email, Phone, and Address, or upload a profile picture.
Dark Mode / Light Mode: Instantly switch between interface themes for a comfortable viewing experience.
Sign Out: Log out of the tool securely.
How to Access Profile Settings:
Click your profile icon at the far right of the tool.
Select the desired option from the dropdown.
By making use of Calendly, App Switch Grid, and Profile Settings, users can organize appointments, quickly move between apps, and tailor their setup to suit individual needs—resulting in improved efficiency and a smoother user experience.