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Learn the basics of searching cases, downloading case documents, and subscribing to alerts in CasePortal.
This video will demonstrate how to invite users to CasePortal.
The video below will demonstrate how to add or remove users from Dingers, Trackers and Reports
The following video demonstrates how to create a Dinger in CasePortal.
The following video demonstrates how to subscribe to and unsubscribe from alerts (Dingers, Trackers + Reports) in CasePortal.
The following video will demonstrate how to view the send history of a CNS or Custom Report and export to Excel or PDF.
This video will demonstrate how to update a user's permissions in CasePortal (for admins)
This article will demonstrate how to create and manage case collections.
This video will demonstrate how to download documents on CasePortal.
This video will demonstrate how to share a case on CasePortal.
This video will demonstrate how to create a Dinger Group on CasePortal.
This video will demonstrate how export Dinger hits to Excel.
This video will demonstrate how to update the docket sheet and track a case in CasePortal.
This video will demonstrate how search for invoices and how to run a billing report in CasePortal.
This video will demonstrate how to filter a list of alerts (Dingers/Trackers/Reports) to see only those a specific user is subscribed to and export that list on CasePortal.
This video will demonstrate how to resend a report in CasePortal.