Using CaseWorks


Using Filters in CaseWorks

CaseWorks has a built in search tool with very powerful filters at your finger tips.  We know when you have multiple cases or investigations open at the same time it can be difficult to find what you need when you need to find it.   With Caseworks and our filters you can find any thing you need.

Filters

You will find there are several different filters to work with : Case Name, Case Number, Client Name, Client Status, Who Assigned the Case,  Case Type, Date Range

Once you are ready to run your first search just fill any box to narrow your results and hit the refresh button.

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CaseWorks has a built in search tool with very powerful filters at your finger tips.  We know when you have multiple cases or investigations open at the same time it can be difficult to find what you need when you need to find it.   With Caseworks and our filters you can find any thing you need.

Filters

 

You will find there are several different filters to work with : Case Name, Case Number, Client Name, Client Status, Who Assigned the Case,  Case Type, Date Range

Once you are ready to run your first search just fill any box to narrow your results and hit the refresh button.

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We are happy to say we can integrate your Google Drive information into CaseWorks!

To help aid you with this process we have a few steps to follow.

~1 Log into your Google Drive account & create a folder labeled CaseWorks

~2 Once your CaseWorks folder is created open/click on it. When in your CaseWorks Folder copy your URL listing…. Yes copy all of it.

~3 When you have your URL listing please email it to us and we can get everything integrated for you.

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We are happy to say we Can integrate your Google Calendar into CaseWorks to help aid you with this process we have broken it down into three easy steps.

Step #1 ~ Open your Google calendar you are wanting to share with CaseWorks.

Step #2 ~ Float your mouse over your calendar which will make a down arrow appear.  Click on Calendar Settings

Step #3 ~ Copy your Google calendar info as show in the box below

Step #4 ~ Email us your inf and we can get everything set up for you:)

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