Explaining the Hamburger Menu

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• Deactivating System Users

  Deactivating System Users Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "System" and then click "Manage Users". Manage System Users Step 2 Select the system user you would like to remove ...

• Uploading Documents to a Client's Record

  Uploading Documents to a Client's Record Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients.       Manage Clients View Step 2 Click on the Files tab and then click the "Upload ...

• Creating Caseloads

  Creating Caseloads Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "Settings" and then click "Client Caseloads". Client Caseloads Sidebar Menu Item Step 2 Click on the green + button at the ...