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SmartAdvocate Connect 2024 - Presentations
SmartAdvocate Connect 2024 - Presentations
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December 2023 Monthly Training Workshop: Managing Intake - The Call Is Coming From Inside The House
December 2023 Monthly Training Workshop: Managing Intake - The Call Is Coming From Inside The House
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Training Workshops & Webinars
Training Workshops & Webinars
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Highlights including Webinars & Workshops (v2024)
Highlights including Webinars & Workshops (v2024)
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Content
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FAQ - Frequently Asked Questions (Support)
_FAQ List
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Transferring SA disbursements and checks to QB
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How to uninstall SmartAdvocate Plugins (Windows)
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Microsoft (Outlook) is not opening links in the Default Browser
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Can't Login to the Mobile Application
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Can't Login to View Reports
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How to Sign up for the Tip of the Week Mailing List
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Replacing Users No Longer With the Firm
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How do I reassign the cases/tasks of someone who has left the firm?
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SOLs Not Adding to Case
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Spellcheck Not Working
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The Users Page Says I Have 0 Licenses - I can't add users
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Client Portal Notification Recipients
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How do I send faxes through SmartAdvocate?
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Keep Receiving a "Server Error in /SA Application" Error
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Can I Change the Format of My Case Names?
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Can I Generate Envelopes through SmartAdvocate?
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How do you create an envelope template in SmartAdvocate?
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How to stop staff being automatically added to cases when they open?
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Why is there an integration cost for SmartAdvocate clients?
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Is there an easier way to upload multiple documents to a case?
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How Can I Create a Report Subscription?
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How can I change the name of my documents when I download them/attach them to emails?
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How do I send a mass text to all clients?
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Can I delete a duplicate case?
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My Outlook Plugin Has Disappeared
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Viewing Multiple Calendars On the Office Calendar
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How to Link Related/Companion Cases Created Separately in the System
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How can I stop the barcode page from scanning in along with my document when using the Barcode Scanning method?
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Deleting a Duplicate Contact
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How Do I Add a Signature to My Emails Sent From SmartAdvocate?
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How Can I Automatically Attach Emails I Send From Outlook?
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How Can I Make a Merge Code Populate in Caps?
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Using Default Defendants
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How Can I Pull My Signature on a Letter?
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How can I build an open ended response into a document template?
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How to Merge Numeric or Currency Fields as Text
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My Dates and/or Currency are in Incorrect Format
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Why my Settlement dialog is not calculating Liens correctly?
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How to Replace a Default Defendant on Your Case
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Why am I getting MMS messages (images, photographs) multiple times?
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How do I turn off required fields in Intake Wizard?
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Remove staff
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Unmerge case
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Turning on Inactive SA Outlook Plug-in.
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Third Party Insurance Limits
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Track multiple plaintiffs in the same file or open an individual file for each plaintiff in related case
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How to Submit a Support Ticket
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Can you save new documents directly into SA?
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Can you include the trial date in the summary page?
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Self-appointment not sending
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Why can't I delete certain Note Types in Picklist Maintenance?
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Settlement Screen: How is interest on disbursements calculated?
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What are the differences between using QuickBooks Desktop and QuickBooks Online with SmartAdvocate?
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How do I delete a contact?
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What is the difference between Wanted/Accepted and Retained?
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