Knowledgebase
- Add a New EAD Type
- Add a New EAD Type
- Add Appointment/Activity Categories
- Add Appointment/Activity Categories
- Add Client Type/Category
- Add Client Type/Category
- Add Firm Customized Expiration Templates
- Add Firm Customized Expiration Templates
- Add/Create a New Case Status
- Add/Create a New Case Status
- Add/Create Petition Template
- Add/Create Petition Template
- Adding a New Checklist
- Adding Contract Templates
- Adding Keywords to Letter Templates
- Adding/Deleting Document Folders for Digital Docs
- Adding/Deleting Document Folders for Digital Docs
- Altering Forms or Questionnaires in a Petition Template
- Altering Forms or Questionnaires in a Petition Template
- Blank Forms
- Changing the Add New Client Questionnaire
- Copy Petition from Zoom-defined to Firm-defined
- Copy Petition from Zoom-defined to Firm-defined
- Creating a Custom Alert
- Creating and Utilizing Email Templates
- Custom Fields
- Custom Petition Categories
- Customizing Docs Checklist and Reminders/Steps in a Petition Template
- Customizing/Creating Events for a Petition Template
- Edit Questionnaire Templates