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Admin
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Services in Casebook
Notes
Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Implementation & Adoption
People
Intake
Engage
Text Messages
Configuration
Notes
Track
Access
Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
Program Area Specific
VOCA Reporting
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2023
2022
2021
2020
2024
Frequently Asked Questions
Global
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
Casebook Notes
cb Admin
cb Track
cb Reporting
cb Access
Program Specific
Audit Logs
SSO
Permissions
Services
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Knowledge Base
Admin
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Services in Casebook
Notes
Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Implementation & Adoption
People
Intake
Engage
Text Messages
Configuration
Notes
Track
Access
Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
Program Area Specific
VOCA Reporting
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2023
2022
2021
2020
2024
Frequently Asked Questions
Global
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
Casebook Notes
cb Admin
cb Track
cb Reporting
cb Access
Program Specific
Audit Logs
SSO
Permissions
Services
Admin
Everything you need to know to effectively configure Casebook.
cb Admin Overview
Casebook Security
Casebook Security
Casebook Security FAQs
IP Allow-listing (IP Whitelisting)
cb Admin: How to Configure Single Sign On
SSO Configuration: Okta
SSO Configuration: LastPass
SSO Configuration: Google
SSO Configuration: Microsoft Azure Active Directory
Single Sign-On (SSO) Renewal
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Roles and Permissions
Subscriptions: How your subscription usage works
Privacy: How to set up User Roles and Permissions to protect your Client data
Permissions by Role in Casebook
Editing a Role's Permissions
Creating a Custom Role in cb Admin
Roles and Permissions: Volunteers
Adding a Supervisor
Granular Permissions for People
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User Management
Add New Users
Edit Users Information in cb Admin
Reset User Password
Disabling and Deleting Users
Staff Usage of Casebook
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Notifications
User Notifications
Turn Notifications On and Off
Data
Using Data Import Templates for Bulk Edits
People Data Import
Cases Data Import
Providers Data Import
Merge Records in Casebook
Webhooks
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Field Configuration
List of Required Fields
Configurable Fields
List of Configurable Fields
Mapping Fields to Parent Values
Editing Casebook Fields
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Dynamic Fields
How to Create, Edit, and Rearrange Dynamic Fields
Dynamic Pages in Engage
Dynamic Pages on the Person Profile
Forms
Casebook Forms: PDF vs Web Based
Create a New Form
Create a New Form from a PDF
Publish Forms across the Casebook Platform
Form Versions
Delete and Archive Forms
Form Components
Form Component Customizations
PDF Forms: Radio Form Components
Casebook Forms: Data Grids
Prepopulation of Forms Data
Forms: Conditional Logic Customizations
Creating and Using Unified Forms
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Workflows
Workflows Overview
Create a New Workflow
Editing an Active Workflow
Integrations (External Applications)
Casebook API Access Token / Register 3rd Party Applications
Casebook API Documentation
Integrate Casebook with Zapier
Using Zapier to Create an Intake Report
Integrate Zapier with Casebook: Fields
Webhooks for Services
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Implementation & Adoption
Lightspeed Guide to Change Management
