How to Guides

Step-by-step Guides

Each guide focuses on a specific Levelset feature or account action. Follow the steps within each guide to confidently navigate your account, or use FAQs at the bottom of each page.

Basic Account Actions

Create a Job

Edit a Job

Order a Document

Input an Invoice

Edit an Invoice

Basic Account Management

Manage Research Alerts

Manage Documents Queue

Manage Account Inbox

Advanced Account Actions & Management

Manage Texas Lien Rights

Streamline/ Automate Monthly Notices

Streamline/ Automate Collections Documents

Order Collection Documents

Create Custom Collection Documents