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How to export all notes at once?
Login -> Reports -> Clients -> Export All Notes at Once 1. Log in to CaseFox. 2. Go to the "Reports" tab, then select "Client" from the list. 3. Click on "Export all Notes". 4. Select the Client and file format (excel or PDF) in which you want to ...
How to export only unbilled notes (case)?
1. Log in to CaseFox. 2. In the navigation bar, click on the Reports tab. 3. From the list, select the Cases option, then click on Export Only Unbilled Notes. 4. Choose the relevant case from the drop-down menu, and click the Download button. 5. A ...
How to export all notes for staff?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Note (Time/Expense)". 4. Click on "Export All Notes by Staff". 5. Select the desired staff and choose the preferred file format. 6. ...
How to export only unbilled notes by case?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Note (Time/Expense)." 4. Click on "Export only unbilled notes by case." 5. Select the desired case and click on the "Download" ...
How to export all notes by staff and download case wise notes?
Login -> Dashboard -> Reports -> Note(Time/Expense) -> “Export all notes by staff: 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. Select Reports from the side bar. 4. Go to the sub tab ...