Setup & Configuration
- SSO Identity Provider Guide - Microsoft Azure
- SSO Identity Provider Guide - Google
- Enabling Single Sign-On (SSO)
- Tracking Case Referrals
- 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
- Configuring Inbound Case Update Email Handling
- Configuring your Payment Methods
- Setting up your Tax Rates
- Customizing your Case Services
- Setting up your Case Types
- How to setup Case Flags
- Customizing your Case Regions
- How to Customize your Case Statuses
- Configuring your General Finance Settings
- Configuring your General Case Settings
- Configuring your Email Settings
- Setting Up your Company Locations
- Configuring your General Global Settings
- How to set up and use Case Update Presets
- How to Create Custom Fields
- Customizing your Price Lists
- How to set up your Invoice and Expense Items
- How do I customize the case number?
- Customizing the Interface Colors
- Uploading your Company Logos