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PROFESSIONAL DESKTOP: Account Registration and Management
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9
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How do I activate my account on my laptop or desktop computer?
How do I create a CaseKeepers bookmark in my browser?
How do I create a CaseKeepers icon on my desktop?
How do open the web application and log in?
How do I change my password?
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View Your Clients and Their Journals
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7
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How do I invite a client to use CaseKeepers?
How do I view the clients I have invited to use CaseKeepers?
How do I block (disable) a client's account?
How do I view a client’s journal entries?
How do I view photos attached to a journal entry?
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Messaging
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6
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How do I send messages to my clients?
How do I review and reply to messages received from my clients?
How do I delete a message?
How do I search for an existing message?
Notifications of received messages
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Surveys
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4
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What is a Survey? An introduction.
Create a new survey
Edit an existing survey
What surveys are available in CaseKeepers? How are they used?
Alerts
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5
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What is an “Alert” and how do I create one?
• New Entry Alert?
• Client Inactivity Alert
• Journal Being Reviewed Alert
How do I edit or delete an Alert?
Creating Packages of Journal Entries
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3
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Create a “package” of journal entries as evidence or to review?
How do I edit or delete an unlocked package?
What is a “locked” journal entry?
