New User Training

New User Training - Start Here
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 y...
Fri, 8 Dec, 2023 at 10:08 AM
Logging In
This article will discuss how to log into Collaborate, and what you can expect to see when accidentally entering an incorrect username and password combinat...
Fri, 8 Dec, 2023 at 10:08 AM
Requesting a Password Reset
This article will discuss the process of Requesting a Password Reset. In instances where you have forgotten your password, there is a method in place fo...
Fri, 8 Dec, 2023 at 10:11 AM
Submitting a Support Request
This article will discuss the process of submitting a Support Request. In the rare circumstance where something in Collaborate is not working how you wo...
Fri, 8 Dec, 2023 at 10:13 AM
Using the Help Widget
This article will discuss how to best use the Help Widget in Collaborate. The Help Widget is a highly valuable self-help tool in Collaborate. The widget...
Fri, 8 Dec, 2023 at 10:18 AM
Cases Page
This article will discuss the Cases page. To access the Cases page, click the Cases tab. The Cases page contains the Cases Listview, which is a list ...
Fri, 8 Dec, 2023 at 10:19 AM
Listviews
This article will discuss what a Listview is, and how to utilize listview filtering to narrow down listview results. Listviews are found all throughout ...
Fri, 8 Dec, 2023 at 10:28 AM
Conflict Check
This article will discuss the Conflict Check feature. Whenever you are entering a new case into Collaborate, a Conflict Check must first be performed. ...
Fri, 8 Dec, 2023 at 10:30 AM
Entering Intakes
This article will discuss how to perform an Intake and create a case in Collaborate. To begin the intake process, click the appropriate “Create New [Cas...
Wed, 12 Jun, 2024 at 10:49 AM
Case Profile Page
This article will discuss the contents of the Case Profile Page. The Case Profile page is where all of the information regarding a particular case is ho...
Wed, 12 Jun, 2024 at 10:54 AM