How-Tos | CASE UI

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Getting Started

How to navigate Case UI?

How-Tos

How to use the Reading Pane?
How to onboard an employee?
How to navigate Case UI?
How to manage billing?
How to create a case?
How to add a client to a case?

Admin Guide

On-premise Case UI Deployment Guide
How to onboard an employee?

FAQ

What are the upload file limitations?
Users vs. Employees
What are the user roles?
Cloud vs. On-premise

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How-Tos

How to use the Reading Pane?
How to onboard an employee?
How to navigate Case UI?
How to manage billing?
How to create a case?
How to add a client to a case?

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