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02-15T12:13:24+00:00monthly0.6https://help.ecourtdate.com/how-to-create-recurring-actions2026-02-15T12:13:24+00:00monthly0.6https://help.ecourtdate.com/how-to-create-redirect-links2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-create-reports2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-create-schedules2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-create-trackable-redirect-links2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-create-upload-templates2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-create-web-portals2026-02-15T12:15:13+00:00monthly0.6https://assets.ecourtdate.com/images/articles/c82c8e33-6450-4519-b8c1-05ab821825e4/how-to-create-Web-Portals.pngHow to Create Web PortalsLearn how to create and customize web portals for your clients on the eCourtDate platform.https://assets.ecourtdate.com/images/articles/c82c8e33-6450-4519-b8c1-05ab821825e4/how_to_create_web_portals.mp4https://assets.ecourtdate.com/images/articles/c82c8e33-6450-4519-b8c1-05ab821825e4/how_to_create_web_portals.mp4602026-02-15T12:15:13+00:00yesnohttps://help.ecourtdate.com/how-to-create-workflows2026-02-15T13:52:10+00:00monthly0.6https://help.ecourtdate.com/how-to-deactivate-agencies2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-define-custom-data-points2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-define-custom-statuses2026-02-15T13:49:14+00:00monthly0.6https://help.ecourtdate.com/how-to-define-supervision-levels2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-delete-a-scheduled-message-for-a-client2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-duplicate-a-message2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-earn-credits-through-referrals2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-edit-your-user-profile2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-explore-data-source-options2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-filter-assigned-clients-by-users2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-follow-up-with-unreachable-clients2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-generate-content-with-ai2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-generate-documents-automatically2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-generate-qr-codes2026-02-15T13:53:36+00:00monthly0.6https://help.ecourtdate.com/how-to-get-instant-help-through-live-chat2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-import-sample-message-templates2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-import-sample-templates2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-issue-and-manage-citations2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-issue-and-track-warrants2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-join-the-research-program2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-addresses2026-02-15T13:53:20+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-agency-emails2026-02-15T12:23:17+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-agency-phone-numbers2026-02-15T12:14:35+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-attorneys2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-automations2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-billing2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-bond-records2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-bonds2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-booking-appointments2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-cases2026-02-15T13:52:52+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-client-addresses2026-02-15T12:13:31+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-client-photos2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-clients2026-02-15T12:15:03+00:00monthly0.6https://assets.ecourtdate.com/images/articles/89f60b5c-e9fb-427c-8283-e1e4841586db/how-to-manage-clients---thumbnail.pngHow to Manage ClientsClients are the people or organizations who are your agency's primary recipients. This guide walks you through creating, updating, searching, archiving, trashing, and restoring client records in eCour...https://assets.ecourtdate.com/images/articles/89f60b5c-e9fb-427c-8283-e1e4841586db/how_to_manage_clients.mp4https://assets.ecourtdate.com/images/articles/89f60b5c-e9fb-427c-8283-e1e4841586db/how_to_manage_clients.mp4602026-02-15T12:15:03+00:00yesnohttps://help.ecourtdate.com/how-to-manage-comments2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-contacts2026-02-15T12:23:01+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-documents2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-events2026-02-15T13:52:46+00:00monthly0.6https://assets.ecourtdate.com/images/articles/63905ada-72ea-4c63-87fd-fde33ca5aec6/How-to-manage-events---Thumbnail.pngHow to Manage EventsEvents represent any in-person or virtual appointment, such as a court hearing or office visit, and are the core record type for client notifications in eCourtDate.https://assets.ecourtdate.com/images/articles/63905ada-72ea-4c63-87fd-fde33ca5aec6/how_to_manage_events.mp4https://assets.ecourtdate.com/images/articles/63905ada-72ea-4c63-87fd-fde33ca5aec6/how_to_manage_events.mp4602026-02-15T13:52:46+00:00yesnohttps://help.ecourtdate.com/how-to-manage-files2026-02-15T13:53:01+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-form-submissions2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-identities2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-ip-address-access-rules2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-judges2026-02-14T21:04:02+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-organizations2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-payments2026-02-15T13:49:14+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-portal-check-ins2026-02-15T12:16:05+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-roles-assigned-to-a-user2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-statuses2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-supervision-checkins2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-supervisions2026-02-15T13:53:28+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-unreachable-clients2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-users2026-02-15T12:15:39+00:00monthly0.6https://assets.ecourtdate.com/images/articles/075d45f7-3703-4bbb-b05a-2c7245a8555f/How-to-manage-users---thumbnail.pngHow to Manage UsersManaging users in eCourtDate allows you to control who has access to your agency, assign roles and permissions, and ensure your team can collaborate effectively.https://assets.ecourtdate.com/images/articles/075d45f7-3703-4bbb-b05a-2c7245a8555f/how_to_manage_users.mp4https://assets.ecourtdate.com/images/articles/075d45f7-3703-4bbb-b05a-2c7245a8555f/how_to_manage_users.mp4602026-02-15T12:15:39+00:00yesnohttps://help.ecourtdate.com/how-to-manage-violations2026-02-15T13:52:24+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-waitlists2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-walk-in-waitlists2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-warrants2026-02-15T13:52:40+00:00monthly0.6https://help.ecourtdate.com/how-to-monitor-supervised-clients2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-preview-message-templates2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-preview-messages2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-register-with-telecom-carriers2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-request-interpreter-services2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-reset-your-password2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-restore-clients-via-bulk-actions2026-02-14T20:39:54+00:00monthly0.6https://help.ecourtdate.com/how-to-restore-events2026-02-14T21:04:03+00:00monthly0.6https://help.ecourtdate.com/how-to-review-form-submissions2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-review-your-agency-performance-score2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-run-assessments2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-run-console-tools2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-run-reverse-lookups2026-02-15T12:23:34+00:00monthly0.6https://help.ecourtdate.com/how-to-save-and-reuse-bulk-action-templates2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-schedule-recurring-bulk-actions2026-02-14T20:41:34+00:00monthly0.6https://help.ecourtdate.com/how-to-search-for-outbound-messages-using-filters2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-send-a-message-from-the-dashboard2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-send-a-one-off-message2026-02-14T20:45:59+00:00monthly0.6https://assets.ecourtdate.com/images/articles/05f5d581-eafe-4541-89a1-849f42b024e9/How-to-send-one-off-messages.pngHow to Send a One-off MessageOne-off messages in eCourtDate let you send a single email, text, or voice message to a specific client, contact, or any phone number or email address directly from the platform.https://assets.ecourtdate.com/images/articles/05f5d581-eafe-4541-89a1-849f42b024e9/how_to_send_one-off_messages.mp4https://assets.ecourtdate.com/images/articles/05f5d581-eafe-4541-89a1-849f42b024e9/how_to_send_one-off_messages.mp4602026-02-14T20:45:59+00:00yesnohttps://help.ecourtdate.com/how-to-send-files-to-clients2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-set-up-a-new-agency2026-02-15T13:52:34+00:00monthly0.6https://assets.ecourtdate.com/images/articles/how-to-set-up-new-agency.pngHow to Set Up a New AgencySetting up a new eCourtDate agency configures your isolated tenant with the essential settings, users, and workflows needed to begin operations in staging or production.https://assets.ecourtdate.com/images/articles/13fc97a6-36d6-40ae-a1a0-b8ecca88bccb/setting_up_a_new_agency.mp4https://assets.ecourtdate.com/images/articles/13fc97a6-36d6-40ae-a1a0-b8ecca88bccb/setting_up_a_new_agency.mp4602026-02-15T13:52:34+00:00yesnohttps://help.ecourtdate.com/how-to-set-up-ai-chatbots2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-set-up-message-templates2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-share-event-calendars2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-submit-and-track-support-tickets2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-track-and-manage-payments2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-track-portal-link-opens2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-track-portal-opens2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-track-supervision-check-ins2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-track-violations-and-case-compliance2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-transfer-clients-via-bulk-actions2026-02-14T20:40:28+00:00monthly0.6https://help.ecourtdate.com/how-to-trash-clients-via-bulk-actions2026-02-14T20:38:59+00:00monthly0.6https://help.ecourtdate.com/how-to-update-clients-via-bulk-actions2026-02-14T20:39:06+00:00monthly0.6https://help.ecourtdate.com/how-to-upload-a-flat-file2026-02-14T20:45:59+00:00monthly0.6https://assets.ecourtdate.com/images/articles/how-to-upload-a-flat-file-ecourtdate.pngHow to Upload a Flat FileFlat file uploads let you bulk create and update clients, events, cases, and payments in your agency using a CSV, TXT, or XLSX file. Whether you upload files manually or automate transfers via SFTP, t...https://assets.ecourtdate.com/images/articles/ea2b2160-3817-4344-ae7d-e3a70c3b1f82/how_to_upload_flat_file.mp4https://assets.ecourtdate.com/images/articles/ea2b2160-3817-4344-ae7d-e3a70c3b1f82/how_to_upload_flat_file.mp4602026-02-14T20:45:59+00:00yesnohttps://help.ecourtdate.com/how-to-upload-and-manage-client-documents2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-use-ai-generator2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-use-contexte-for-arkansas-courts2026-02-14T21:04:04+00:00monthly0.6https://help.ecourtdate.com/how-to-use-merge-tags2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-use-supervision-dashboard2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-verify-client-identity-documents2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/roles-and-permissions2026-02-15T12:23:22+00:00monthly0.6https://help.ecourtdate.com/troubleshooting-automated-messages2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/troubleshooting-guide-for-logging-in-issues2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-send-a-mass-message-using-bulk-actions2026-02-15T13:53:15+00:00monthly0.6https://assets.ecourtdate.com/images/articles/3ecb4a48-eebf-453e-8bbc-aa366f334b2c/Sending-a-Mass-Message-with-Bulk-Action.pngHow to Send a Mass Message using Bulk ActionsBulk Actions let you send a message to multiple clients at once, saving time when you need to reach all or a subset of your agency's contacts.https://assets.ecourtdate.com/images/articles/3ecb4a48-eebf-453e-8bbc-aa366f334b2c/how_to_send_mass_message_using_bulk_action.mp4https://assets.ecourtdate.com/images/articles/3ecb4a48-eebf-453e-8bbc-aa366f334b2c/how_to_send_mass_message_using_bulk_action.mp4602026-02-15T13:53:15+00:00yesnohttps://help.ecourtdate.com/how-to-assign-organizations-via-uploads2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-create-an-auto-message2026-02-14T20:45:59+00:00monthly0.6https://assets.ecourtdate.com/images/articles/how-to-create-auto-messages.webpHow to Create an Auto MessageAuto messages allow you to send one-off or recurring messages to clients automatically based on triggers, or to pre-populate message content when sending manually or in bulk.https://assets.ecourtdate.com/images/articles/5dd606ea-8674-4e4f-a6f7-8b748b1f8563/how_to_create_auto_messages.mp4https://assets.ecourtdate.com/images/articles/5dd606ea-8674-4e4f-a6f7-8b748b1f8563/how_to_create_auto_messages.mp4602026-02-14T20:45:59+00:00yesnohttps://help.ecourtdate.com/how-to-create-informational-posts2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-switch-agencies2026-02-14T20:45:59+00:00monthly0.6https://assets.ecourtdate.com/images/articles/16781dca-3b02-4540-afff-e59aca1cba6d/How-to-Swtich-Agency---Thumbnail.pngHow to Switch AgenciesSwitching agencies in eCourtDate allows you to move between different tenants to manage clients, contacts, and settings for separate jurisdictions or departments without logging out.https://assets.ecourtdate.com/images/articles/16781dca-3b02-4540-afff-e59aca1cba6d/how_to_switch_agency.mp4https://assets.ecourtdate.com/images/articles/16781dca-3b02-4540-afff-e59aca1cba6d/how_to_switch_agency.mp4602026-02-14T20:45:59+00:00yesnohttps://help.ecourtdate.com/how-to-create-a-new-agency2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-create-events-via-bulk-actions2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-create-forms2026-02-15T12:22:55+00:00monthly0.6https://assets.ecourtdate.com/images/articles/427410ac-4c4e-41d2-bcf9-ec9989f9a84b/How-to-create-Forms.pngHow to Create FormsCustom web forms in eCourtDate let your agency collect information from clients through your portal, reducing paperwork and ensuring accurate, secure data submission.https://assets.ecourtdate.com/images/articles/427410ac-4c4e-41d2-bcf9-ec9989f9a84b/how_to_create_forms.mp4https://assets.ecourtdate.com/images/articles/427410ac-4c4e-41d2-bcf9-ec9989f9a84b/how_to_create_forms.mp4602026-02-15T12:22:55+00:00yesnohttps://help.ecourtdate.com/how-to-port-in-a-local-area-code-phone-number2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-allow-clients-to-login-to-a-portal2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-create-a-custom-domain2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-create-a-flow2026-02-14T20:45:59+00:00monthly0.6https://assets.ecourtdate.com/images/articles/how-to-create-a-flow.pngHow to Create a FlowFlows let you automate a sequence of messages to clients, ensuring timely reminders and updates about events, payments, cases, and more without manual effort.https://assets.ecourtdate.com/images/articles/5f0d5452-de45-424b-95e8-fde776b85019/how_to_create_flow.mp4https://assets.ecourtdate.com/images/articles/5f0d5452-de45-424b-95e8-fde776b85019/how_to_create_flow.mp4602026-02-14T20:45:59+00:00yesnohttps://help.ecourtdate.com/how-to-create-locations2026-02-15T12:22:36+00:00monthly0.6https://assets.ecourtdate.com/images/articles/42b8621a-9315-4927-8699-63a0ca57b696/Thumbnail_Feature-Image.pngHow to Create LocationsLocations 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.https://assets.ecourtdate.com/images/articles/42b8621a-9315-4927-8699-63a0ca57b696/how_to_create_locations.mp4https://assets.ecourtdate.com/images/articles/42b8621a-9315-4927-8699-63a0ca57b696/how_to_create_locations.mp4602026-02-15T12:22:36+00:00yesnohttps://help.ecourtdate.com/how-to-disable-messages-based-on-status2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-notify-attorneys-on-a-recurring-schedule2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-port-in-a-short-code2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/message-troubleshooting-for-clients2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-manage-client-groups2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-check-the-audit-logs2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-configure-opt-in-and-opt-out-compliance2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-setup-a-self-enroll-form2026-02-14T20:45:59+00:00monthly0.6https://help.ecourtdate.com/how-to-track-geolocation-on-portal-visits2026-02-15T13:53:07+00:00monthly0.6https://help.ecourtdate.com/platform-architecture2026-02-14T20:45:59+00:00monthly0.6