Welcome to the Collaborate On-Demand New User Training series.
This New User Training series will teach you all of the basics of using Collaborate, so you can hit the ground running and start entering data into Collaborate.
You may use the Table of Contents below to access specific articles.
This series is most effectively used when reviewing each article in the order they are presented below.
You can also sign up to attend one of our monthly New User Trainings here: Register for New User Training
Accessing Collaborate
Getting Help / Support
Contacts and Organizations
Cases and Listviews
Creating Cases
Services
Case Notes and Service Notes
Document Management
Adding Subfolders and Organizing Documents