Support Center

TABLE OF CONTENTS Linking to Another Case Unlinking a Case Clarification: Linked Cases v. Associated Cases  Case Linking is the process of connecting...

NOTE: This feature is not turned on in all applications. If you are interested in this feature, reach out to your Admin or the Collaborate Support Team for ...

TABLE OF CONTENTS Case Notes & Documents Video Guide Case Notes Add a Case Note Edit Case Note Delete Case Note Manage Documents Upload a Docu...

Document Templates allows you to use pre-built forms to quickly generate a document and have the system automatically populate fields in the document with c...

Roles & Permissions are rules, applied to a user, that dictate what that user does and does not have access to in Collaborate and also what that user c...

TABLE OF CONTENTS Working With Assignments Add an Assignment Edit an Existing Assignment Delete an Existing Assignment Assignment Queue Adding an A...

TABLE OF CONTENTS View Existing Tasks From Home Page From Case Profile Page Create a New Task Related to a Case Standalone Task (not related to a C...

TABLE OF CONTENTS Create a New Alert Edit an Existing Alert Delete an Existing Alert Alerts are “banners” that appear at the top of every page within...