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Go to SingleCase
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How to get started with SingleCase?
How to get started with SingleCase?

Instructions for the early days

Roman Malkovský avatarJakub Bouchner avatarMichal Šuranský avatar
By Roman and 3 others4 authors16 articles
How to get started quickly with SingleCase

Documents


How to find a document quickly?
Uploading documents. A quick overview of the main ways
New version of the document. How to easily get it into SingleCase

How to add timesheet


How to report work
How to turn on the stopwatch
How to create a library of favourite activity descriptions

Matters - how to find the right one


How to find the Case?
How do I find an inactive Case?
How are My Cases and Other Cases different?
How to add a SingleCase user to an existing Case?

How to work with emails


Four ways to get email into SingleCase fast
How to send documents directly from SingleCase
How do I insert a SingleCase document into an existing email conversation?

Connecting to a Microsoft account


Logging in with a Microsoft account (user settings)
Connecting SingleCase to a Microsoft 365 account (initial administrator setup)
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