Case Management
- How to Remove a Default Fee on Case Card
- How to Perform a Conflict of Interest Check on an Existing Case Request
- How to Create a Bankruptcy Case
- How to Search for Cases or Clients Using Tags
- How to Delete a File or a Folder in Document Library
- How to Download a File or a Folder in Document Library
- How to Send a File via E-mail in Document Library
- How to Rename a File or a Folder in Document Library
- How to Create a New Document Folder on Document Library
- How to Upload a File to Document Library
- How to Add a Field Group
- How to Remove an Acquirer on Case Card
- How to Add an Acquirer on Case Card
- How to Update an Appointment Participant on Case Card
- How to Update a Responsible Person on a Task on Case Card
- How to Change an Activity Type on a Task on Case Card
- How to Delete a Task on Case Card
- How to Mark a Task as Completed on Case Card
- How to Add an Appointment on Case Card
- How to Add a Task on Case Card
- How to Change Activities View From Agenda to Calendar
- How to Remove a Case Participant
- How to Update a Case Participants Hourly Fee
- How to Update a Case Participants Role
- How to Update a Case Managers Hourly Fee
- How to Update a Case Managers Role
- How to Remove a Case Manager
- How to Add a Case Manager
- How to Change a Percentage for Shared Payers on Case Card
- How to Add a Payer on Case Card