Steps for searching vendor documents in CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Vendors" tab. 3. Select the desired vendor where you want to search for a document. 4. Go to the "Vendor Documents" sub-tab. 5. On the ...
Login CaseFox -> Cases -> Documents -> Upload File 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select a desired case in which you want to attach a document. 4. Go to the "Document" tab, towards the right you will find ...
Steps for attaching/uploading documents under a ledger: Login -> Hover on the Accounts tab -> Ledger -> Documents -> Upload 1. Login to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. ...
Login CaseFox -> Clients -> Select a client -> Messages -> Add Documents 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for whom you want to add a document in the message. 4. Navigate to the "Messages" ...
You can easily delete a vendor with CaseFox; by following the few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on "Vendors" tab. 3. Click on the "Delete icon" at the far right of the vendor you want to delete. 4. ...