Settings
How to Disable User/Staff?
1. Log in to CaseFox. 2. Go to "Settings" tab. 3. On the left sidebar, click on "Organization". 4. Select "Users" option. 5. Choose the user you want to deactivate. The user dashboard will open. 6. Go to the Info tab, and deselect the Active toggle ...
How to configure LEDES invoice settings?
Login -> Dashboard -> Settings -> General -> LEDES Validation 1. Login to CaseFox. 2. Select settings present on the nap bar. 3. Then select the "General" option. 4. Click on the subhead "LEDES Validation". 5. A new window will open with various ...
How to delete abbreviations?
Login -> Settings -> General -> Abbreviations 1. Login to CaseFox. 2. Select "Settings" from the navigation bar and go to "General". 3. Click on the "Abbreviations" option. 4. After clicking on it, you will be promoted to a new window. 5. Scroll ...
How to delete my account?
Login -> Settings-> Organization -> Manage Subscriptions -> Delete my account 1. Login to CaseFox. 2. Select "Settings" tab in the navigation bar. 3. From there select "Organization" present on the left side. 4. Under the organization choose "Manage ...
How to deactivate a tag?
Login -> Settings -> Manage -> Tags -> Deactivate 1. Login to CaseFox. 2. Select the "Settings" tab present on the navigation bar. 3. Then select the "Manage" option present on the left side. 4. Under Manage, you will find "Tags". 5. Go to "Tags", ...
How to create a new task group?
Login -> Settings -> General -> Task Group -> Add Task Group 1. Login to CaseFox. 2. Select "Settings" from the navigation bar. 3. Then click on the "General" option. 4. Click on the "Task Group" from the options. 5. Then click on the "Add Task ...
How to update tag details?
Login -> Settings -> Manage -> Tags -> Update 1. Login to CaseFox. 2. Go to the "Settings" tab, and select the "Manage" option from the list. 3. Under manage, you will find "Tags". 4. Go to the "Tags", you will be prompted to a new window. 5. To ...
How to add staff through settings?
Login -> Settings-> Organization -> Users -> Add Staff 1. Login to CaseFox. 2. Click on the "Settings" tab present on the navigation bar. 3. Then select "Organization" from the list. 4. Under the organization choose "Users", a new window will open. ...
How to turn on two steps login?
Login -> Profile Name -> Organization -> Security -> Turn on the toggle 1. Login to CaseFox. 2. Click on the Profile Name present in the upper right corner of the screen. 3. Again click on the Profile name, then select the "Security" option present ...
How to copy a task group?
Login -> Settings -> General -> Task Group -> Copy task 1. Login to CaseFox. 2. Click on the "Settings" tab present on the navigation bar. 3. Select the "General" option from the list and then click on "Task Group". 4. Towards the right-hand side of ...
How to add staff compensation rules?
Login -> Settings-> General -> Staff Compensation Rules 1. Login to CaseFox. 2. Click on the "Settings" tab present on the navigation bar. 3. Select General and then click on "Staff Compensation Rules". 4. Towards the top right you will see the "Add ...
How to create a client portal URL link?
Steps for creating a client portal URL link in CaseFox: Login -> Settings -> General -> Client Portals-> Create Client Portal URL Link -> Details -> Save 1. Login to CaseFox. 2. Click on the "Settings" tab present on the navigation bar. 3. Select the ...
How to check user history?
Login -> Settings-> Organisation -> Users -> Staff Name -> Client details 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “organization”. 4. Under the ...
How to copy a client portal URL link?
Login -> Dashboard -> Settings -> General -> Client Portals-> Copy 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to general. 4. Click on client portals, go to the ...
How to import a case list for another system?
Login -> Settings -> Import/Export -> Import case list 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to import/export. 4. Click on export all data and documents, ...
How to edit your PayPal email address?
Login -> Dashboard -> Settings-> Organization -> Firm Preferences -> Business Details -> Add PayPal Email 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead ...
How to customize calendaring rules?
Login -> Settings -> General -> Calendaring Rules Custom 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to general. 4. Click on the subhead “Calendaring Rules ...
How to delete field groups?
1. Log in to CaseFox. 2. Navigate to the "Settings" tab on the navigation bar. 3. Select "General" from the right sidebar. 4. Click on "Manage Field Groups." 5. A list of field groups will appear. 6. Click the delete icon next to the field group you ...
How to connect QuickBooks?
Login -> Settings-> Billing Syncing 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “organization”. 4. Under the organization choose billing syncing, ...
How to change the global hourly rate?
Login -> Settings-> Organisation -> Users -> Staff Name -> Update -> Global Hourly Rate 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead ...
How to add a line under the address on invoices?
Login -> Settings-> Organization -> Firm Preferences -> Business Details -> A Line Under Your Address Block On Invoices 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and ...
How to check for payment history?
Login -> Settings-> Organization -> Manage Subscriptions -> Payment History 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “organization”. 4. Under ...
How to edit localization?
Login -> Settings-> Organization -> Firm Preferences -> Business Details 1. Login to CaseFox 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “organization”. 4. Under the ...
How to set up a recurring billing cycle?
Login -> Settings-> Invoice -> Automated Email -> Add Billing -> Add client -> Details -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead ...
How to add a new task (in Task Group)?
Login -> Settings -> General -> Task Group -> Add Task 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to general. 4. Click on the subhead “Task Group”. 5. ...
How to delete a recurring billing cycle?
Login -> Settings-> Invoice -> Automated Email -> Delete Billing 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “Invoice”. 4. Choose automated ...
How to import contacts?
Login -> Dashboard -> Settings -> Import/Export -> Clients/Contacts -> 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to import/export. 4. Click on ...
How to edit a case category?
Login -> Dashboard -> Settings -> Manage -> Case Category -> Edit 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to manage. 4. Under manage, you will find the case ...
How to add a currency conversion rate?
Login -> Dashboard -> Settings-> Invoice -> Currency Conversion Rates -> Customise -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “Invoice”. ...
How to add UTBMS codes to task groups?
Login -> Dashboard -> Settings -> Manage -> UTBMS Codes -> Add Group 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to manage. 4. Under manage, you will find UTBMS ...
How to generate a staff compensation rules report?
Login -> Dashboard -> Settings-> General -> Staff Compensation Rules -> Export 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “General”. 4. Go to ...
How to set up check-up printing?
Login -> Dashboard -> Settings-> Organisation -> Check Printing -> Fill in the details 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “organization”. ...
How to revoke access from all cases for a particular staff/user?
Login -> Dashboard -> Settings-> Organisation -> Users -> Staff Name -> Three Dots -> Revoke access from all cases 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the ...
How to upgrade my plan?
Login -> Dashboard -> Settings-> Organisation -> Manage Subscriptions -> Upgrade plan 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. From there select settings and choose sub head “organisation”. 4. ...
How to grant access from all cases for a particular staff/user?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Organization". 4. Under Organization, click on the "Users" option. 5. Click on the user you want to grant access to. 6. Towards the top ...
How to configure calendaring rules?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "General". 4. Under General, click on the "Calendaring Rules (Preconfigured)" option. 5. Go to the rules you want to change, and update ...
How to change role type?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Organization". 4. Under Organization, click on the "Users" option. 5. Click on the user whose role you want to update; under the staff ...
How to customize and configure email servers?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Organization". 4. Under Organization, click on the "Email Server" option. 5. Add the details according to the instructions given on the ...
How to delete a task group?
Login -> Dashboard -> Settings -> General -> Task Group -> Delete task 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to general. 4. Click on the subhead “Task ...
How to edit business addresses?
Login -> Dashboard -> Settings-> Organization -> Firm Preferences -> Business Details 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose sub head “organization”. 4. ...
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