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Settings

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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?
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