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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)
General Navigation Menus and Buttons
Understanding Settings Hierarchy
Creating a New Client (Part 2 of 2)
Importing New Files

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

Hold Codes

Adding Hold Codes

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Gainesville, FL 32627
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