Tips & Tricks
- How to Itemize Your Completed eSignatures in CaseWorks
- How to support Residents who are using the Public Portal
- When and when NOT to use P2CW
- Where to view ALL Tips and Tricks Videos
- How to use the CaseWorks Set-Pending feature
- How to use Action Item Notes
- Combining ActionItem and SetPending features
- When to use NCT Digital Signature vs CaseWorks eSignature
- Emailing Multiple Documents from CaseWorks
- Introduction to the Knowledgebase
- Merge vs Merge For Mailing
- Emailing a Form from CaseWorks
- How to Check Your SMI Connection
- How to Expedite Your HC Renewals (or any other docs) Using Integrated eSignature
- How to Find a Misplaced or Missing Document in CaseWorks
- How to Update Your Personal Contact Info for Forms Auto-fill
- Quickest Way to get to the Casefile Page in CaseWorks
- Quickly Find Docs/Sort and Filter
- Using the CaseWorks Refresh Data Button
- Edit Properties or Add Shortnote Directly from the CaseWorks Homepage
- When Do I File A Doc to the EFC
- Reports Feature
- Copy/Move Feature