Is Word Perfect Compatible with 8am CasePeer?

Why Does a Document Preview Show Todays Date?

Activate Document Review for the Records on Time (previously Rob Levine Legal Solutions ) Integration

Create Document Folders

What Happens When OneDrive is Deactivated and Reactivated?

Edit Custom Document Categories

Delete Custom Document Categories

Unhide Document Categories

Hide Document Categories

Add Custom Document Categories

Does 8am CasePeer Import Documents to Dropbox or OneDrive?

What File Types Can I Upload to CASEpeer?

What if I Linked the Wrong Dropbox Folder to a Client in 8am CasePeer?

Where do Email Attachments Save If OneDrive is Integrated?

Which File Types Can Be Edited With the OneDrive Integration?

Does 8am CasePeer Integrate with a Sharepoint?

PDF Troubleshooting

Document FAQs

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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.

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

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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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