CALENDAR

Delete Future Events for Closed Cases

Calendar Event Types

View Federal Holidays on the Calendar

Filter by Year on the Calendar

Add a Calendar Event

Add Firm Wide Event to Calendar

Edit A Calendar Event

Mass Reassign Calendar Events

Set An All Day Event

View Calendar Events for a Specific Case

Calendar Management

Add an Additional Description to Calendar Rules Events

Add CalendarRules Events to a Case

Activate the CalendarRules Integration

Manage Default CalendarRules Events

CalendarRules Integration

Activate Two-Way Calendar Sync

Sync the 8am CasePeer Calendar to Your Outlook Calendar

Grant Read/Write Access to the 8am CasePeer Calendar

Manage Which Event Types Sync to Your External Calendar

Sync the 8am CasePeer Calendar to Your Calendar

Reset Calendar Link

Unlink a Calendar from 8am CasePeer

Why Does My Calendar have an Exclamation Mark?

Some or all events are not syncing to the external calendar for a single or multiple people

Calendar Syncing Troubleshooting

Calendar Sync

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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.

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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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