How to get started with SingleCase?

Instructions for the early days

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15 articles in this collection
Written by Pavel Krkoška, Roman Malkovský, Michal Šuranský and 1 other

How to get started quickly with SingleCase

Everything you should know before you start working in SingleCase

Written by Roman Malkovský
Updated over a week ago

Documents

How to find a document quickly?

Tips and tricks: recent documents, fulltext and logical operators

Written by Michal Šuranský
Updated over a week ago

Uploading documents. A quick overview of the main ways

How to choose the ideal uploading method for what you need

Written by Jakub Bouchner
Updated over a week ago

New version of the document. How to easily get it into SingleCase

5 ways to get a new version of a document into SingleCase

Written by Jakub Bouchner
Updated over a week ago

How to add timesheet

How to turn on the stopwatch

How to turn on time tracking

Written by Roman Malkovský
Updated over a week ago

How to create a library of favourite activity descriptions

Speed up your reporting with automatic labels

Written by Roman Malkovský
Updated over a week ago

How to report work

5 main recording methods

Written by Jakub Bouchner
Updated over a week ago

Matters - how to find the right one

How to find the Case?

Search the sidebar by name, client or counterparty

Written by Jakub Bouchner
Updated over a week ago

How do I find an inactive Case?

You won't see it at first glance, you have to go through the Client

Written by Jakub Bouchner
Updated over a week ago

How are My Cases and Other Cases different?

In the first place, in the sidebar, you have the files that your team is working on

Written by Michal Šuranský
Updated over a week ago

How to work with emails

Four ways to get email into SingleCase fast

How to keep client emails under control

Written by Roman Malkovský
Updated over a week ago

How to send documents directly from SingleCase

We explain how to send selected documents in one click

Written by Roman Malkovský
Updated over a week ago

How do I insert a SingleCase document into an existing email conversation?

Written by Roman Malkovský
Updated over a week ago

Connecting to a Microsoft account

Logging in with a Microsoft account (user settings)

Written by Pavel Krkoška
Updated over a week ago

Connecting SingleCase to a Microsoft 365 account (initial administrator setup)

Written by Pavel Krkoška
Updated over a week ago