by lezdotechmedknowledgebase | Aug 28, 2024 | Billing
Managing Invoices Navigating to the Invoices Section To access invoices, click on “Billing” from the left sidebar menu, and then select “Invoices”. Invoices section provides a comprehensive overview of all invoices, including their status and actions to be taken, such...
by lezdotechmedknowledgebase | Aug 28, 2024 | Contracts
How to Sign Contracts Offline? When you choose to sign the contract forms offline, here’s what you need to do: Receive the Contract: The document will be sent to your registered email address. Download the Contract: Open the email and download the contract form to...
by lezdotechmedknowledgebase | Aug 28, 2024 | Contracts
How to Sign Contracts Online? Access the Contracts Section From the CaseDrive dashboard, click on the Contracts tab located on the left sidebar. This will open the Contracts management page where all your contracts are listed. Select and Review Contracts Each contract...
by lezdotechmedknowledgebase | Aug 28, 2024 | Contracts
Manage contracts Accessing the Contracts Section Navigate to the Contracts section on the left sidebar of your CaseDrive dashboard. Contract Timeline Contract timeline feature displays the date on which each contract document was shared to the user. Communicating with...
by lezdotechmedknowledgebase | Aug 26, 2024 | Teams
Add New Members Adding New Members To add a new member in the team, click the ‘Add New Member’ button in the top right corner. Follow the steps in the ‘Invite Member’ screen: Choose Admin: Select the administrator overseeing the new...
