Rally Knowledge Base
Rally Tutorials
Everything you need to know about how to use the features and tools available in Rally
Building Templates
- Create a New Template
- Building Questionnaires
- Question Types
- Encoding Automated Documents 101
- Visibility Conditions in Questionnaires
Documented Tutorials
- Request a New Firm User
- Collaborate with Clients in Rally
- Send Documents for Signing with HelloSign
- Automatically Create Signature Fields in HelloSign
- Sorting and Archiving Clients
Video Tutorials
- Client Name & Client Address Question Types
- Address Question Type
- Multi-Field Question Type
- Dropdown Question Type
- Data Table & Entity Question Types