Making a QuickLink
Certain functionalities and screens can only have a QuickLink rather than be added as a Favorite. We have submitted a ticket because occasionally the information will not appear immediately so […]
How to Associate Two or More Documents
Sometimes it’s necessary to associate two documents together. Examples: A client has signed a paper version of a consent in Spanish. This paper version has been scanned in. You complete […]
How to Manually Add a Tracking Protocol to a Client
1. With the client open, click on the search icon. 2. Type in “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
How to Manually Remove a Tracking Protocol from a Client’s Record
1. With the client open, click on the search icon. 2. Type in “Client Tracking” in the search bar. 3. Select “Client Tracking (Client)” from the search results. 4. […]
Create Favorites and Save Filters to Efficiently Navigate Commonly Used Screens
To create a favorite, select a screen. Some screens cannot be saved as a “Favorite” but can be saved in the left hand navigation bar, “Quick Links.” 3. Customize your […]
How to Send a Message
Click the Search icon. Type Messages in the search bar. Click to select Messages (My Office). Click the New icon to create a new message Click the Magnifying glass icon […]
How to Send a Document in a Message
Open the document you want to send. Click on the three dots icon in the upper right side. Click Send from the menu. Click in the To box and begin […]
How to Add, Edit & Use Key Phrases: w/ Permission Only
The Key Phrase functionality allows you to create pre-set templated text/phrases. This functionality allows for editable pre-set text/phrases to be placed in a textbox without losing existing text. It will […]