General Case Management Support Documentation

• User Management Cheat Sheet
• Form Template Types Cheat Sheet
• Uploading User Signatures
• Creating a New User Cheat Sheet

• How to send text message appointment reminders
• How do I add my appointments and due tasks to my calendar?
• Is there a mobile app for extendedReach?
• Email Alert Security
• Add an Email Disclaimer
• How to delete a scheduled appointment
• Why can't I edit or add an activity or report?
• What does the red exclamation point mean?
• How can I recover changes to a document that did not save or a file that I accidentally deleted?
• How to add and edit working hours

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• Adding a Staff Signature
• Content Controls
• Adding a Staff Profile
• Deleting a User/ De-Activating Staff Profile: Employee Leaves Agency
• Zoho Reports Overview
• Custom Form Builder
• Using The Scanner Inbox
• Program Activity Types
• Creating and Editing Web Documents
• Online Referral Form

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