Administrator Guide
Want to learn more about your case management system? Look no further!
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API
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Profile
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Billing
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Users
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User groups
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Roles
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Workflows
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Jump to another block
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Manual Workflow Settings
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Delete a Folder
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Move a Folder. Move workflows to a Folder
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Create a Workflows' Folder
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Creating a Workflow
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Creating a manual workflow
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Creating a Recurring Workflow
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Creating a Workflow
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Creating a Scheduled Workflow
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Modifying, deactivating and removing the automation script
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Working with an «If» operator
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Working with the «Script» operator
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Script Library
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Jump to another block
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Dictionaries
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Creating and Deleting a Dictionary
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Viewing a list of dictionaries
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Adding an item to the dictionary
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Changing the element of the dictionary
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Deleting a dictionary item
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Adding a Calculation Formula
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Editing and deleting the calculation formula
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Adding and deleting block fields
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Working with multi-level dictionaries
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Creating and Deleting a Dictionary
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Data blocks
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Practice areas
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Register forms
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Actions in the system
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Document templates
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Additional attributes
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Numbering templates
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Applications
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Intake forms
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Tags for creating templates