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cb Admin
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Casebook Person Profiles
cb Intake
cb Engage
cb Track
cb Access
cb Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
cb Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Program Area Specific
VOCA Reporting
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2023
2022
2021
2020
Frequently Asked Questions
cb Admin
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
cb Engage
cb Track
cb Reporting
cb Access
Program Specific
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Knowledge Base
cb Admin
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Casebook Person Profiles
cb Intake
cb Engage
cb Track
cb Access
cb Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
cb Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Program Area Specific
VOCA Reporting
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2023
2022
2021
2020
Frequently Asked Questions
cb Admin
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
cb Engage
cb Track
cb Reporting
cb Access
Program Specific
cb Admin
Everything you need to know to effectively configure Casebook.
cb Admin Overview
Casebook Security
SSO Configuration: Okta
SSO Configuration: LastPass
SSO Configuration: Google
Is Casebook Secure?
IP Allow-listing (IP Whitelisting)
cb Admin: How to Configure Single Sign On
SSO Configuration: Microsoft Azure Active Directory
See more
Roles and Permissions
Editing a Role's Permissions
Casebook User Types and Roles
Permissions by Role in Casebook
Adding a Supervisor
Creating a Custom Role in cb Admin
Roles and Permissions: Volunteers
User Roles and Permissions in Casebook
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User Management
Edit Users Information in cb Admin
Checking in on the Last Login
Add New Users
Reset User Password
Disable Users
See more
Notifications
User Notifications
Turn Notifications On and Off
Data
Filling Out Data Import Templates
People Data Import
Cases Data Import
Providers Data Import
Merge Records in Casebook
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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
Dynamic Pages in cb Engage
Dynamic Pages on the Person Profile
How to Create and Edit Dynamic Fields
Forms
PDF Forms: Radio Form Components
Casebook Forms: Data Grids
Casebook Forms: PDF vs Web Based
Create a New Form
Create a New Form from a PDF
Publish Forms across the Casebook Platform
Delete and Archive Forms
Form Versions
Form Components
Form Component Customizations
Prepopulation of Forms Data
Form Tagging
Forms: Conditional Logic Customizations
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Workflows
Workflows Overview
Create a New Workflow
Editing an Active Workflow
Integrations (External Applications)
Casebook API Documentation
What do you want to build?
Casebook API Access Token / Register 3rd Party Applications
Integrate Casebook with Zapier
