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Administrator Guide

Want to learn more about your case management system? Look no further!

Profile
Billing
Users
User groups
Roles
Workflows
Dictionaries
Data blocks
Practice areas
Register forms
- Creating a new register form
- Editing and deleting a register form
Actions in the system
- Monitoring system log
- Download system log
Document templates
- Creating and adding a document template
- Creating and adding an invoice template
Additional attributes
- Create or delete a new set of additional attributes
- Viewing and filtering additional object attributes
Numbering templates
- Creating and configuring a numbering templates
- Deleting numbering templates
Applications
Intake forms
Tags for creating templates

Profile
Billing
Users
User groups
Roles
Workflows
Dictionaries
Data blocks
Practice areas
Register forms
Actions in the system
Document templates
Additional attributes
Numbering templates
Applications
Intake forms
Tags for creating templates