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Back to CaseConnect
Back to CaseConnect
Getting Started
User Profile
Getting Started with CaseConnect
The Dashboard
Navigating CaseConnect
Matters
Viewing Your Matters
Creating a Matter
Matter Statuses
Draft Matters
The Matter Detail Page
Matter Parties
Conflict of Interest and AML Checks
Fee Share
Custom Fields
Editing a Matter
Closing a Matter
Archiving a Matter
Tips
Contacts
Contact Types
Viewing Contacts
Creating a Contact
Branches (Multiple Offices)
Sensitive Fields (Encrypted)
Addresses
Contact Notes
Tags
Next of Kin
Merging Duplicate Contacts
Financial Flags
Tips
Organisations and Employees
Tasks
The Task Dashboard
Matter Tasks
Creating a Task
Task Statuses
Due Date Types
Task Comments and Attachments
Task Dependencies
Task Templates
Reminders
Exporting Tasks
Tips
Critical Dates
Viewing Critical Dates
Adding a Critical Date
Critical Date Types
Completing a Critical Date
Alerts
Critical Date Templates
Tasks Linked to Critical Dates
Tips
Documents
Accessing Documents
Folder Structure
Creating a folder
Generated Documents
Uploading a Document
Document Details
Bulk Operations
Version History
Tagging Documents
Searching for Documents
Sharing Documents
PDF Bundles
Tips
Document Generation
How It Works
Generating a Document from a Matter
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Overview
Template Builder Guide
Template Builder Guide
