Hi there, check out our exciting new updates!

What's New @ Casebook 

Check out Casebook's

latest developments 

02.21.2024

casebook-logo

Features ⭐

NEW: Dynamic Pages on Intake. We've heard your feedback loud and clear—customization of fields in Casebook is essential for many organizations; we're delighted to announce the expansion of Dynamic Pages to Intake! Administrators have the ability to edit, hide, or remove unused fields within Intake, offering richer customization. With this update, Administrators can rename sections, fields, field groups, and sections for intake reports, providing greater control and flexibility in tailoring Casebook to your specific needs. Simply navigate to Admin → Intake → Dynamic Pages to access this enhanced functionality. Check out the video below for a demonstration of how it works, and check out our knowledge base article for more information. 

Intake Dynamic Pages

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! ⬇️

2024 Training Calendar

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

Unsubscribe Manage preferences