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What's New @ Casebook 

Check out Casebook's

latest developments 

November 28, 2023 

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Features ⭐ 

Our latest update introduces a game-changer: Form Archival! 🎉 This new feature is all about keeping your workspace tidy and organized. Here's what's new:

NEW: Archiving Live Forms

  • Ever wanted to freeze a form in time? Now you can! Archive live forms to preserve their information. Remember, it can't be un-archived once it's live and archived. But hey, create a new version and watch it shine in drafts!

 NEW:  Un-archiving Forms Versions

  • Looking for a fresh start? Not happy with a specific version? No worries! You can unarchive form versions that were never live, giving you the flexibility to restore them when needed.

NEW: Managing Archived Form Data in Reporting

  • Tired of seeing too much? Hide archived forms from reporting! Now, you can hide archived form versions from reporting. This temporary action allows you to keep your workspace tidy. And guess what? It's reversible—you can un-hide them anytime you want!

These new features gives you more control over your forms, making your workflow smoother and more organized than ever before. Embrace the freedom to archive, restore, hide, and unhide forms seamlessly!

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Announcements 📣

Have you been keeping up with our latest webinar series? Catch up here! 

Resources 📚

New videos or articles added this week. 🎥  

  • How to Configure Single Sign On

  • SSO Configuration: Google
  • SSO Configuration: LastPass
  • SSO Configuration: Microsoft Azure Active Directory

Sign up for a free Casebook Training. 💻 We offer different Casebook trainings every month. Send your new hires and anyone who wants a refresher course. Check out our calendar and register below! ⬇️

2023 Training Calendar
Register Here

Casebook PBC, 244 5th Avenue, Suite T248, New York, NY 10001, Main: (212) 796-6108

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