OfficeTools by CARET

OfficeTools by CARET Documentation

• OfficeTools by CARET Contract FAQs
• OfficeTools by CARET Support Description
• OfficeTools by CARET Premium Support
• OfficeTools by CARET Hosting License/Permissions
• OfficeTools by CARET Software Warranty
• OfficeTools by CARET Updates and Patches

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OfficeTools by CARET Release Notes

• Whats new with 3.10
• What's New with 3.9
• What's New With 3.8
• Whats New with OfficeTools by CARET Update 3.4
• Update Requirements 2019
• OfficeTools by CARET System Requirements

FAQ

• Error: Login Authentication Failed. Please try again.
• Error: Please select a valid Database
• Error: Cannot create ActiveX component
• Contact list not showing all contacts
• Assignments not showing on activity list
• How many licenses do I have in OfficeTools by CARET

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Installation & Updates

• Configuring OfficeTools by CARET Database Backup Utility
• OfficeTools by CARET Backup Utility not creating backup
• OfficeTools by CARET CRRuntime_x32 could not be installed error
• OfficeTools by CARET Server Installation Guide
• Updating OfficeTools by CARET Server Components
• Updating OfficeTools by CARET Workstations

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Getting Started

• OfficeTools by CARET Quick Start Guide
• OfficeTools by CARET Layout Guide
• Team Dashboard Overview
• Introduction to Billing in OfficeTools by CARET
• How to Setup Letterhead Options in OfficeTools by CARET
• What is a To-do what can it do?

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CRM

• Contacts
• Notes
• To-do's
• Calls
• Schedule
• Reports
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Projects

• Project work list not opening on screen
• Project Interface Overview
• Moving a Project through it's Workflow
• How to Create a Project
• What is an Assignment
• How to Create a Project Definition

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Billing

• Deposit error: GnuMICR font install
• Global Invoice Options - Options Tab
• Global Invoice Options - Format Tab
• Global Invoice Options - Aging Tab
• Global Invoice Options - Late Fees Tab
• How to enter Beginning Balances

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Documents

• Why do my documents show (Missing) for specific contacts
• How the Document Management System works
• File Names verses Name for Documents
• Global Document Settings - Folder Options
• Global Document Settings - Copying Tab
• How to Create a New Document

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Aimi

• Aimi Interface Overview Guide
• Why are Aimi users showing as Offline (Username is Gray)
• Aimi crashes when selecting items on the Task List
• Aimi is Slow or Freezes when Sending/Receiving Messages
• Aimi Fails to Launch

E-Signature

• How to setup E-Signature
• How to create and send an E-Signature document
• E-Signature signing process
• ESignature is Grayed Out
• Why are my ESigned documents not downloading into OfficeTools by CARET?

Multi-Office

• Add an office to multi-office
• Assigning staff to offices
• Assigning contacts to offices

Mobile App

• How to set up the OfficeTools by CARET Mobile Companion App
• How do I change my password for the OfficeTools by CARET Mobile Companion App
• Logging In / Out of the OfficeTools by CARET Mobile Companion App
• Sync and Login Settings for the OfficeTools by CARET Mobile Companion App
• Contact features of the OfficeTools by CARET Mobile Companion App
• Activities feature of the OfficeTools by CARET Mobile Companion App

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Integrations

• Crexendo
• Excel
• Lacerte
• Microsoft Exchange
• OfficeTools by CARET Portal
• Outlook
• QuickBooks
• Single Sign-On
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Video Guides

• Activity List Features
• Add Schedule Overview
• Aimi
• Assigning Billable Rates
• Auto-Apply of Payments
• AutoReminders

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