Reference Guides

28a. How to apply redactions – stage 2
Redacting requires a methodical approach, following three stages.   This guide covers Stage 2 - please access the related guide How to apply redactions ...
Thu, 10 Jun, 2021 at 8:52 PM
28b. How to apply redactions – stage 3
Redacting requires a methodical approach, following three stages. This guide covers Stage 3.   To view the guide for this topic, please click the link b...
Thu, 10 Jun, 2021 at 8:53 PM
28c. Redactions checklist
Redacting requires a methodical approach, following three stages as described in the related guides about how to apply redactions.  Before you start redacti...
Thu, 10 Jun, 2021 at 9:02 PM
29. How to create and use case templates
Designated Organization Admin users have the option to set a case as a template case. Template cases allow users to create new cases quickly and easily, fol...
Sun, 6 Jun, 2021 at 4:18 PM
30. How to download notes
You can download an offline version of your case & page notes by clicking on the Download tab from the review workspace. To view the guide for this t...
Sun, 6 Jun, 2021 at 4:52 PM
31. How to check Internet connection status
CaseLines is a cloud-based platform and requires Internet connection. For this reason, it’s helpful to be able to check your Internet connection. You can do...
Thu, 10 Jun, 2021 at 9:04 PM
32. How to make pen notes
Pen Notes give you greater freedom and flexibility when using touch screen devices to access CaseLines. You can navigate and scroll through pages and make n...
Sun, 6 Jun, 2021 at 4:53 PM
33. How to manage financial administrator permissions
Each organization that uses the system can designate certain users as Financial Administrators. Financial Administrator access can be given to key members o...
Fri, 11 Jun, 2021 at 6:44 PM
34. How to stamp documents
You can stamp documents within your case file with a “virtual stamp.” This Stamp will be visible on the review workspace page and on downloaded documents. D...
Thu, 10 Jun, 2021 at 9:07 PM
37. How to log on using two factor authentication (2FA)
A guide to using Two Factor Authentication (2FA) to log on to CaseLines. To view the guide for this topic, please click the link below:  https:/...
Sun, 6 Jun, 2021 at 4:54 PM