How to get started with SingleCase?
Instructions for the early days
By Roman and 2 others3 authors27 articles
- How to find a document quickly?Tips and tricks: recent documents, fulltext and logical operators
- Uploading documents. A quick overview of the main waysHow to choose the ideal uploading method for what you need
- New version of the document. How to easily get it into SingleCase5 ways to get a new version of a document into SingleCase
- Creating an automated document from a case
- Create an automated document from the main page
- Using co-authoring for collaboration with more peopleHow to get it started, how to invite others and what to look out for
- How to work with documentsJust how easy it is to upload a document. Or open it your MS Word application. Bonus - all the previous versions are stored for you.
- How do I insert a SingleCase document into an existing email conversation?
- SingleDraft integration
- How to activate integration with SingleDraft
- How to find the Case?Search the sidebar by name, client or counterparty
- How do I find an inactive Case?You won't see it at first glance, you have to go through the Client
- How My Cases differ from the Other Cases?In the first place, in the sidebar, you have the files that your team is working on
- How to add your colleague as a user to an existing Case?