Getting started with cases
- Customize Intake Field Settings
- Cases – Main Page
- Case Grid column filtering and column reordering
- Cases - Active
- Cases - Archived
- Cases - Applicants
Case Board
- Case Board Overview
- Activities Overview
- How to Assign a Worker to an Activity
- How to add a Case Note to a Case File
- How to Attach Documents to a Case File
- @Mention for Activity Comments
Documents
Other Additional Items
- Password – Process & Email Notification
- Email Notifications for Miscellaneous and Public Forms
- Filter Activities by Date (My Activities)
- How to Add the “Workers Public” Field to a Public Form in PlanStreet
- Custom Text Messaging
- How to Rename and Delete Documents