Help Articles for Agency Settings | eCourtDate Help Center

Agency Settings

How to configure the agency settings as an administrator user.

How to Complete Carrier Registration

Carrier registration ensures your agency's SMS messages are delivered reliably by registering your brand and messaging campaigns with mobile carriers through eCourtDate.

6 min read Updated Feb 14

Agency Settings

How to complete your agency setup checklist

Follow the agency setup checklist in eCourtDate to make sure your agency is fully configured and ready to operate. The checklist guides you through every essential setup step so nothing gets missed.

7 min read Updated Feb 14

Agency Settings

How to Configure Agency Email Settings

Configure your agency email settings in eCourtDate to control inbound email handling, auto-replies, forwarding, and email formatting.

6 min read Updated Feb 14

Agency Settings

How to Configure Inbound Voice and Text Settings

Configure how your agency handles inbound calls and texts by setting up auto-responses, forwarding rules, and business hours settings in eCourtDate.

6 min read Updated Feb 14

Agency Settings

How to define custom statuses

Create custom status values that match your agency's unique workflows, then use those statuses to filter records, trigger notifications, and drive automated processes across events, cases, and clients...

8 min read Updated Feb 15

Agency Settings

How to Manage Agency Emails

Agency Emails are the email addresses your agency uses to send and receive multilingual email messages in eCourtDate. At least one configured Agency Email is required for your agency to send and recei...

9 min read Updated Feb 15

Agency Settings

How to Manage Agency Phone Numbers

Agency phone numbers in eCourtDate are used to send and receive texts (SMS/MMS) and calls, serving as the caller ID your clients see when they receive communications from your agency.

9 min read Updated Feb 15

Agency Settings

How to manage ip address access rules

Control who can access your agency's portals and application by configuring IP address allowlists and blocklists, strengthening your network-level security posture.

8 min read Updated Feb 14

Agency Settings

How to Set Up a New Agency

Setting up a new eCourtDate agency configures your isolated tenant with the essential settings, users, and workflows needed to begin operations in staging or production.

6 min read Updated Feb 15

Agency Settings

How to Port In a Local Area Code Phone Number

Porting your local area code phone number into eCourtDate lets your agency keep its existing number while gaining access to the platform's full messaging capabilities.

7 min read Updated Feb 14

Agency Settings

How to Create Locations

Locations in eCourtDate represent the physical and virtual places where your agency operates, allowing you to assign unique settings like business hours and default judges to each one.

9 min read Updated Feb 15

Agency Settings

How to Disable Messages based on Status

Statuses in eCourtDate let you automatically disable outbound messages for specific records, giving your agency precise control over which clients receive automated communications.

5 min read Updated Feb 14

Agency Settings

How to Port In a Short Code

Porting a short code from your current provider allows you to migrate messaging to eCourtDate while keeping your existing short code, ensuring continuity for your agency's communications.

8 min read Updated Feb 14

Agency Settings

How to Configure Opt-in and Opt-out Compliance

Configure opt-in and opt-out settings in eCourtDate to comply with carrier requirements and the Campaign Registry, ensuring your messaging campaigns meet industry standards.

7 min read Updated Feb 14