Related Articles
Personal Possessions, Pets, Documents & Vehicles
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo The video contains guidance for all users on how to manage Client Personal Property, for full written user guidance please click here ...
Insurance
INTRODUCTION The insurance page enables you to have the ability to record details of client insurance policies. These can be linked to a specific asset, property, vehicle or personal insurance policy such as Life and Travel Insurance. INSURANCE ...
Legal Workflows
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo Overview of the Client Legal Workflow functionality including the following core features, the full written guidance can be found here ...
Maintaining Legal Forms & Legal Workflows
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo The video contains guidance for System Administrator on how to maintain Legal Workflow Templates and how to upload and subsequently link ...
UAT & LIVE Set Up Tasks
The following videos are to assist the Super Administrator set up their UAT & Live CasparCloud environments. The full list of setup tasks can be found below: 1. Create Users via Admin > User Maintenance (Only the Super Administrator is created when ...