To enable Audit Logs, log in to your portal and navigate to Manage Users. Give yourself "View Audit Logs" permissions. Then navigate to the Admin Panel. From there click on "Audit Logs". You'll have a live stream of all your…
MORE TO COME "Now" refers to physical clock. If created when defining a case type, "now" means "from the time the case is created". So, the very first step would usually have a time of "now" if it needed…
Case Types allow you to give structure to your cases and do a lot of the setup for redundant tasks that every case requires. Defining a Case Type is basically creating a list of steps that can be checked off…
[vc_row][vc_column][mvc_button btn_icon="fa fa-pencil-square-o" btn_text="What is a Questionnaire" btn_size="18px" btn_url="https://www.harmonylegal.com/knowledge-base/what-are-questionnaires/"][/vc_column][/vc_row] Questionnaires are a great way to collect data from a client that requires branched logic — if this, then that. If you don't need any logic and just…
Forms are a great way to collect linear data, organized data from clients. Unlike questionnaires which collects data that requires branched logic — if this, then that — forms simply collect data with no logic. A great…
Questionnaires are a way to collect data from a client that is question and answer based (Q & A or decision-tree). Let's take a contrived example. Let's say you need to know if clients have a middle name. If they…
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