New User Training

New User Training - Start Here
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
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 com...
Wed, 31 Jul, 2024 at 4:53 PM
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...
Wed, 31 Jul, 2024 at 4:53 PM
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...
Wed, 31 Jul, 2024 at 5:01 PM
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 wid...
Wed, 31 Jul, 2024 at 5:01 PM
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 li...
Wed, 31 Jul, 2024 at 5:02 PM
Listviews
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
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...
Wed, 31 Jul, 2024 at 5:03 PM
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 [...
Wed, 31 Jul, 2024 at 5:03 PM
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...
Wed, 31 Jul, 2024 at 5:04 PM