How to work with SingleCase: a guide
Client Cases Documents Timesheets Tasks Deadlines Mail Calendar Invoicing Management Reporting
By Roman and 2 others3 authors43 articles
- How to add a Client, Case?
- How to edit Client, Case?
- How to set up access to Cases for SingleCase users?
- How to delete a Client or Case?
- How to delete a Client? (GDPR)How to comply with a legitimate client claim (GDPR)
- How do I work with the "Third Party Overview"?Vedení informací o dodavatelích nebo externích spolupracovnících
- List for state authorities and courts
- Adding a new caseHow to create a first case to work on.
- Searching for documents using logical operatorsHow you can refine your search in SingleCase
- How to work with document versionsHow are document versions created? How can I compare them? How do I add a Client revision to a document?
- How to add documents to the Project/Case?Choose from many ways to upload files and folders, including subfolders, to SingleCase
- How to use SingleCase Uploader to upload documents (files)Simply upload documents or entire folders under your Project/Case
- How to search for a document?
- How to send the document?
- How to recover an unsaved document?
- SingleCase work record optionsRozcestník k vykazování.
- Automatic timesheet suggestionSingleCase can offer timesheets based on what you're currently doing.
- Timesheet overview, manual adding and editing
- Editing a timesheet with commentsAdding a comment to a timeshett and sending it back
- How do I submit my finished expenses?Where to enter costs for individual project/case
- Stopwatch - how to turn it on and how it works
- How do I submit Tasks?How do I submit my assignment? Which things can I enter?
- How to create Proceeding?How to create a Proceedings? What are the other options?
- How to create Periods?Would you like to add Deadline? What are the other options?
- How does the system notify me of Tasks/Periods/Proceedings?
- How to work with the task overview for a manager?
- Tasks, Deadlines, and Proceedings
- Synchronising emails from Outlookby connecting to your Microsoft account
- How to add email messages to the CaseHow to add incoming mail to SingleCase in different ways, choose you way
- How to send an email to the project/case email address?
- How to get rid of unwanted email attachmentsCreate a blacklist of file types that SingleCase should ignore.
- New invoicing
- How to bill a client?
- How to invoice clients from the quick overview?
- Billing options on the project/case
- How to create and credit a retainer invoice?Issuing a retainer invoice and other follow-up activities
- Invoice Attachment: Template GalleryWhat does a timesheet/work summary look like for a client?
- How can you invite editors to prepare invoices?Share the task of creating invoices among multiple people
- The timesheet value changes to different amount when proceeding to For invoicing