SingleCase

How you can refine your search in SingleCase

Searching for documents using logical operators

How are document versions created? How can I compare them? How do I add a Client revision to a document?

How to work with document versions

Choose from many ways to upload files and folders, including subfolders, to SingleCase

How to add documents to the Project/Case?

Simply upload documents or entire folders under your Project/Case

How to use SingleCase Uploader to upload documents (files)

How to search for a document?

How to send the document?

How to recover an unsaved document?

Roman Malkovský

How to work with Documents?

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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