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Get to grips with eCasework using the guides below.
Getting started
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Explore the app
Dashboard
Casework
Email
People
Calendar
Files
Your first case
Add a case
How to complete casework
Your account
Support
Browser requirements
Mobile device support
Compatible devices
Notifications
Receive reminders for cases due today
Receive reminders for events happening today
Receive alerts when a case is updated
Payment & billing
Add your card details
Security
How do you protect my account from hackers?
What about the Data Protection Act?
Protect your account with 2-factor authentication
Do you have PCI DSS certification?
Tips
Launch eCasework like an app
Set due dates for tasks, not deadlines for cases
Tagging cases builds a picture of local problems
Quickly find cases, people, email, events and files by searching
Collect casework on your website or blog
Casework
Adding cases
Associate a constituent with a case
Add a case by email
Add a case
Set a default due date and time for your cases
How to complete casework
Updating cases
The 'Update case' button
How to use due dates
Emailing council officers and departments
Tags
Categorise your cases with standard tags
Group cases with custom tags
Casework settings
View the most recent case updates
People
Tags & notes
Group people using custom tags
Add notes to your address book
Adding contacts
Add profile pictures to your contacts
Import your address book
Segment your address book by contact type
Calendar
Sync & share
Sync your calendar with your mobile device
Email
Your eCasework email
Your eCasework email address
Managing casework via email
Managing casework from your email address
Dashboard
About the dashboard
What is the dashboard?
What widgets are available?