User Manual
Using CaseScribe
25 articles
- CaseScribe Overview: How to Navigate and Use the Platform
- Setting Up User ID and One Time Password
- Navigating Clients and Cases in CaseScribe
- Uploading Documents and AI Processing
- Understanding Document Categories in the Documents Tab
- Reviewing and Editing Document Types and Subtypes
- Creating and Managing Case Facts
- Document View, Fact Timeline, and Tag View
- Exporting Case Facts
- List of all Classifications and Types
- CaseScribe Document Viewer Guide
- How to Use Global Search in CaseScribe
- Uploading Combined Files to CaseScribe
- Add, Edit, and Delete Users in Your Organization
- Using ASK AI in CaseScribe
- Using Filters and Sorting in CaseScribe
- What Are Case Summary and Tag Summaries
- Using Bulk Edit Mode for Facts
- Understanding Multi-Org Users and Guest Access
- How Guest Sharing Works in CaseScribe
- How Existing Users Accept an Invitation to Join Another Organization
- Fact Grouping in CaseScribe
- How to Create and Use Client Tags
- How to Set Up Teams and Workflow Statuses
- Setting Up a New CaseScribe Organization