Settings
Settings
- How to change user password
- How do I update case manger contact details?
- How to disable billing access rights?
- How do I add a new user?
- How do I define user access rights?
- How do I change login id for Others?
- How do I disable an existing user?
- How to configure my zoom board
- How do I set my homepage?
- How do I upload firm Logo and Banner?
- How do I setup default access period for forms and questionnaires?
- How to change org terms for corporate/client/case to Client/applicant and matter
- How to Create Case Manager team
- How do I get a notification when Digital Docs are uploaded?
- How to set the time zone in our system
- How do I define Password expiration days for all users?
- How do I transfer cases from one case type to another?
- How to check disk space utilization
- How do I auto send Questionnaire and docs Checklist when Case is created
- How do I send Bulk Messages?
- How do I set default extranet access shipping/mailing info?
- How do I Update Firm name that appears on forms
- How do I change the date format to mm/dd/yy format
- How do I define the default font size for forms?
- How do I enable "address on forms" feature?
- How do I upload a firm Logo and Banner?
- How do I setup a default access period for forms and questionnaires?
- How do I enable "address on forms" feature?
- How do I set an alert when Digital Docs are uploaded?
- How do I change org terms for corporate/client/case to Client/applicant and matter?