New User Training
Check out our On-Demand New User Training Video Series. Welcome to the Collaborate On-Demand New User Training series. This New User Training series...
Wed, 31 Jul, 2024 at 5:12 PM
This article will discuss how to log into Collaborate, and what you can expect to see when accidentally entering an incorrect username and password com...
Wed, 31 Jul, 2024 at 4:53 PM
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...
Wed, 31 Jul, 2024 at 4:53 PM
This article will discuss the process of submitting a Support Request. In the rare circumstance where something in Collaborate is not working how you...
Wed, 31 Jul, 2024 at 5:01 PM
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 wid...
Wed, 31 Jul, 2024 at 5:01 PM
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 li...
Wed, 31 Jul, 2024 at 5:02 PM
This article will discuss what a Listview is, and how to utilize listview filtering to narrow down listview results. Listviews are found all througho...
Wed, 31 Jul, 2024 at 5:02 PM
This article will discuss the Conflict Check feature. Whenever you are entering a new case into Collaborate, a Conflict Check must first be performed...
Wed, 31 Jul, 2024 at 5:03 PM
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 [...
Wed, 31 Jul, 2024 at 5:03 PM
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...
Wed, 31 Jul, 2024 at 5:04 PM