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Administrator Guide

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

Profile
Billing
Users
User groups
Roles
Automation Script
- Creating a Workflow
- Modifying, deactivating and removing the automation script
Directories
Data Blocks
Case types
- Creating a case type
- Editing and deleting types of cases
Document templates
- Creating and adding a document template
- Creating and adding an invoice template
Additional attributes
Numbering templates
- Creating and configuring a numbering templates
- Deleting numbering templates
Applications
Tags for creating templates

Profile
Billing
Users
User groups
Roles
Automation Script
Directories
Data Blocks
Case types
Document templates
Additional attributes
Numbering templates
Applications
Tags for creating templates