Cases
Helpful information related to general case related functions.
Here is a recording of the webinar conducted on Creating Templates and Generating Reports Click Here to View or Download
Fri, 22 Jul, 2022 at 1:26 PM
1. Click on the blue box in the top right of your entry to edit your report. 2. Click on the drop down box next to schedule date to either select a d...
Thu, 13 Mar, 2025 at 9:11 AM
To add additional subjects (witness, plaintiff, defendant, relative, etc.) to your file when entering a new case you must first make them available to use i...
Thu, 13 Mar, 2025 at 9:14 AM
1. Select Video from the drop-down box in the files tab. 2. Click on the upload video button on the right side of the screen. 3. Select the scheduled dat...
Tue, 30 Jun, 2020 at 10:54 AM
1. Go to "Service Status Triggers" under Case Customization in the Settings Section. 2. Click on "Add Trigger" to create a new Servic...
Fri, 1 Nov, 2024 at 7:18 AM
1. In the top right hand section of the Case Details click the "plus" icon in the Tasks header. 2. In the pop-up window enter the description ...
Sat, 15 Aug, 2020 at 2:57 PM
1. To receive an email notification when a note is submitted into a case file first click on Settings in the left hand navigation bar and then click on &quo...
Sat, 15 Aug, 2020 at 3:22 PM