Firm Administration
Explore platform configurations and administrative functions managed exclusively by a Firm Administrator.
User Roles & Permissions
Learn how to manage user accounts and assign roles.
Reminders Assigned to Retired User
Learn how reminders are reassigned after a former Firm user is offboarded from ICM.
Customization
Manage customization of various ICM templates, configurations, and settings.
Customizing the List of File Locations
Learn to customize your list of File Locations in ICM.
Hiding Questions on a Questionnaire and Bundling to a Process
Learn to modify questionnaires in ICM.
Creating a Custom Questionnaire and Attaching a Questionnaire to a Process
Learn to create a custom questionnaire and attach it to a process in ICM.
Modifying Required Documents
Learn to adjust the default required documents for process types in ICM.
Streamlining Communications with Custom Email Templates
Learn to create and use email templates in ICM.
Creating Custom Foreign National or HR "Welcome" Email Templates
Learn to create custom email templates in ICM.
Using the Enhanced Activities Feature
Learn how the Enhanced Activities feature can help improve reporting capabilities in ICM.
Using the Firm Email Sending and Reply Feature
Learn about implementing a standardized organization-wide Firm Sender email address, which can be used to send emails from ICM.
Adding or Removing Activities from a Process
Learn to add or remove activities from a process in ICM.
Troubleshooting Firm Name and Addresses Not Auto-Populating Forms
Learn what to do if forms are not pulling in the Firm address when the form is initially added to the Forms list in ICM.
Security and Compliance
Explore resources detailing security compliance standards and multi-factor authentication (MFA).
Multi-factor Authentication for Firm and HR Users
This step-by-step guide walks Firm and HR users through the required Multi-Factor Authentication (MFA) setup process in ICM.
Multi-factor Authentication for Foreign National (FN) Users
Learn about optional approaches for enabling MFA for Foreign Nationals in ICM.
Integrations
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Related Applications
Best Practices and Feature Overviews
Unlock expert best practices and stay up to date with deep dives into our newest features—all tailored to help you maximize efficiency and optimize your use of ICM.
Reporting, Billing, and Analytics
Review documentation on operational reporting, client billing capabilities, and Equifax billing.
Case Management and Form Preparation
Explore this comprehensive library to master everything from forms and questionnaires to secure storage, relationship management, and external integrations, providing you with end-to-end case management support.