ACCOUNT ADMINISTRATION
157 articles
- Which Case Fields Come over with the Captorra Integration?
- How Can a Worker from Captorra Show Up on the Case Assignments in 8am CasePeer?
- When do Cases go from Captorra to 8am 8am CasePeer?
- View the Captorra Tab of a Case
- Activate the Captorra Integration
- Which Captorra Accounts are Compatible with CASEpeer?
- Update Firm Address
- Defendant Client Conflict Check
- Why am I Receiving a CasePeer 403 Error?
- Hide Case Statuses
- Why am I Receiving a Select a Valid Choice Error?
- Mass Assign or Remove Permissions
- 8am CasePeer Advanced: Growth & Integration
- Upgrade to 8am CasePeer Advanced
- Downgrade to 8am CasePeer Pro
- Implement Office Suite Reporting
- Activate Offices
- Set Document Sharing Duration
- Create a Default Folder Structure by Case Type
- Activate Text Templates
- Create a Text Template
- Connect a Case to Hona (Previously Milestones)
- Activate the Hona Integration
- Activate the Records on Time (previously Rob Levine Legal Solutions) Integration
- Activate Two-Factor Authentication
- Price Adjustment FAQs & Resources
- 8am CasePeer New Features
- Why am I Receiving a 8am CasePeer Not Secure Message
- What Data is Pushed from 8am CasePeer to Case Status?
- Activate the Alert Communications Integration
- Activate the Blazeo (formerly ApexChat) Integration
- Activate Client Intake Forms
- Activate the Client Chat Live Integration
- Activate Fee Change Requests
- Activate the Lead Docket Integration
- Activate Ngage Live Chat Integration
- Add Office or Team Permissions to a User
- Create File Locations
- Add an Office
- Turn on File Location
- Turn on Litigation Event Plans
- Team Dashboard
- Restore a Deleted Case
- Remember Filters on Reports, Management and Overview Screens
- 8am CasePeer Integrations and Additional Features Costs
- Set Who Should Receive Firm-Wide Cost Request Notifications
- Choose Who Should Receive Firm-Wide Conflict Notifications
- Choose Who Should Receive Firm-Wide Statute Notifications
- Edit Default COPP Charges Added to New Cases
- Edit Default Property Damage Fees Added to New Cases
- Edit Default Settlement Fee for New Cases
- Edit Law Firm Details
- Restrict Access to CasePeer by IP Address
- Set Your Law Firm's Default Case Worker Assignments for New Cases
- Set Your Law Firm's Default Litigation Court Counties
- Set Your Law Firm's Time Zone
- Activate Cost Codes
- Activate Leads Management
- Why Aren't My Integrations Showing Up Under Account Settings?
- Select Default Document Storage Option
- Reset Two-Factor Authentication for a User
- Log in with Two-Factor Authentication
- Mass Re-Assign Events
- Mass Delete Messages for a User
- Activate a User that Has Been Deactivated
- Add a New User
- Choose a Strong Password for 8am CasePeer
- Update a User's Dashboard
- Deactivate a User
- Edit a User
- List of Permission Groups Built Into 8am CasePeer
- Locate a User's Username
- Login Troubleshooting
- Manage a User's Permissions
- Mass Delete Tasks for a User
- Mass Assign a Worker by Role
- Mass Re-Assign Tasks
- Replace or Reassign Case Workers
- Reset a User's Password
- Select Which Case Assignment Drop Downs a User Will Appear In
- Set a User's Time Zone
- Why is my username already taken?
- Making Your First Template
- Assign Templates to Specific Offices and Teams
- Send a Letter of Representation
- How Do Template Contexts Work?
- What are Template Keywords?
- Differences Between {{ net_client_issued }} and {{ net_client_projected }}
- Beginning and Advanced Template Webinars
- Generate Template Letters with OneDrive
- Generate Template Documents or Letters in a Case
- Update a Template
- Upload a Template
- What is a Template?
- Where Do I Find All of My Firm's Templates?
- Where to Find Template Keywords?
- Generate a Template from the Documents Tab
- Sample 8am CasePeer Templates