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General Case Management
14
Adding Hold Codes
Adding a Legal Status
Editing Bad Phone Numbers and Addresses
Workflows
Imaging
Image Sharing
Adding Payment Arrangements
Creating a New Case File
Adding New Activity Codes
Creating a New Client (Part 1 of 2)
Security
1
Two-Factor Authentication
Add-Ons
1
Microsoft Outlook Add-On
Document Management
3
Basic Document Generation
Advanced Document Generation
Building Document Expressions
Accounting
3
Searching for Checks
Generating a Client Remittance Report
Transactions Check Register
Preferences
2
Enabling Pop-Ups
Adding Top Buttons to Grids
Administration
4
Batch Internal Status Updates
Image Restore
Reassigning Reviews, System Users, and Default Users
Adding New Activity Codes
Tools
1
Importing New Files
