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Trackops Help Center
Setup & Configuration
Configuring your Assignment Types
Building Document Templates with Google Docs
Configuring your Access Groups
How to Setup Document Templates
Configuring your User Security Settings
Configuring Case Status Triggers
See all 26 articles
What is the Dashboard?
How can I Disable the Dashboard for my User(s)?
How to Configure "Default Dashboards" for Clients and Staff
Cases & Case Updates
How can I confirm investigators receive their assignments?
Managing the Case Budget
How to Reopen a Case
Downloading a Zip of Case Files
Creating Document Templates
Assigning & Scheduling Investigators via the Map
See all 20 articles
What are "Subjects"?
How to Create a New Subject Type
Changing the Primary Subject on a Case
Changing the Default Subject Type
Adding a Subject to a Case
Searching Subject Date Fields
Expenses & Invoices
Can I hide subject names from invoices?
Managing Profitability on your Cases
Can I hide expense rates from other employees?
Customizing Tracking Categories
Exporting Invoices to LEDES Format
Adding a Retainer to a Client
See all 12 articles
Clients & Users
How do I remove an employee from my system?
I Lost my Multi-Factor Authentication (MFA) Device
Configuring/Resetting Your MFA Token
How to Enable Multi-Factor Authentication
How to re-enable a locked account
I forgot my Username and/or Password
See all 17 articles
Calendar & Events
Configuring Task Templates
Using Mobile Event Check-Ins
How to Subscribe to a Calendar
Creating and Managing Tasks
How to Create a New Calendar
Scheduling your Staff via the Calendar
See all 7 articles
Email and Notifications
A User is Not Receiving Email from the System
How to Customize your Email Templates
Can I stop certain notifications from being emailed to me?
Account & Billing
How do I update my billing information?
How can I make changes to my subscription?
How do I convert my trial into a paid account?
Can we change our Trackops URL?
How do I cancel my account?
How do I Submit a Support Ticket?
Does Trackops offer training and/or setup assistance?
Does Trackops have support videos?
Does Trackops have a Mobile App?
How do Email Notifications Work?
Exporting Data to CSV
See all 15 articles
Introduction to the Developer API
How to Enable/Disable API Access
Connecting Trackops to other apps with Zapier
API Reference - Client Contact Notes
API Reference - Staff Notes
API Reference - Client Notes
See all 26 articles