Using eCourtDate

Step-by-step guide to using eCourtDate

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26 articles in this collection
Written by eCourtDate Help

How to Add a Location in eCourtDate

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Written by eCourtDate Help
Updated over a week ago

How to Delete a Scheduled Message for a Client

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Updated over a week ago

How to Disable Messages for Weekend Events

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Updated over a week ago

How to Schedule Color Codes

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Written by eCourtDate Help
Updated over a week ago

Switching Agencies if Your User is Assigned to More Than One Agency

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Updated over a week ago

How to preview Flows without sending messages

flows
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Updated over a week ago

How to Activate a Custom Agency Email Address

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Updated over a week ago

How to Create a One-off Payment

Notify a client about an owed payment obligation
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Updated over a week ago

Searching Existing Clients

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Written by eCourtDate Help
Updated over a week ago

Archiving and Trashing Clients

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Updated over a week ago

How to Create an Event for a Client

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Updated over a week ago

How to Configure Video Rooms

Host remote video meetings with clients and users
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Written by eCourtDate Help
Updated over a week ago

How to Opt-in / Opt-out a Contact

Manually change the opt-in status for a contact
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Written by eCourtDate Help
Updated over a week ago

How to Send a Mass One-off Message Using Bulk Actions

Send a mass one-off message to all of your clients at once.
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Written by eCourtDate Help
Updated over a week ago

Test Credit Card Numbers

Use Test Cards to Simulate Card Payment Transactions
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Written by eCourtDate Help
Updated this week

How to Send a One-off Message

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Written by eCourtDate Help
Updated over a week ago

How to Add Contact Information for a Client

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Updated over a week ago

How to Create New Agencies

Create multiple agencies to use eCourtDate for different use cases
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Written by eCourtDate Help
Updated over a week ago

How to Manage Internal Users

How to add new users and update existing ones
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Written by eCourtDate Help
Updated over a week ago

How to Use Azure Active Directory with eCourtDate

Enable your Azure AD users to sign into eCourtDate seamlessly
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Written by eCourtDate Help
Updated over a week ago

Schedule a Video Room Event

Schedule a video event with any client
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Updated over a week ago

How to Replay an Upload

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Updated over a week ago

How to Upload a File via Uploads

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Updated over a week ago

How to Reset Data

data reset
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Updated over a week ago

How to Manually Add a New Client

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Updated over a week ago

How to Use Merge Tags

Dynamically personalize multilingual templates using Merge Tags
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Written by eCourtDate Help
Updated over a week ago