extendedReach General Case Management (GCM) Help
  • FAQ
  • General Case Management
  • Contact
  • Contact

Documents and Files

  • Attaching and Deleting Files
  • Creating and Editing Web Documents
  • Creating, Approving, and Completing Activities and Reports (Workflow)
  • Editing PDF Documents
  • Editing Word Documents on a Mac
  • Editing Word Documents on iPad
  • Editing Word Documents with the extendedReach Plug-In
  • Installing the extendedReach Plug-In
  • Recovering MS Word Documents and File Attachments
  • Restore Deleted Activities, Reports, and Appointments

Categories

  • Getting Started
  • Using the Side Menu (Views)
  • Workspace (Home Page) Layout
  • Documents and Files
  • Working with Cases
  • Tools and Resources
  • Agency Administration: Activity Types, Report Types, Print Templates
  • Agency Administration: User IDs and Staff
  • Agency Administration: Misc.
  • Enterprise Financials
  • Enterprise Reporting with Zoho
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