OfficeTools by CARET
OfficeTools Documentation
- OfficeTools Contract FAQs
- OfficeTools Support Description
- OfficeTools Premium Support
- OfficeTools Hosting License/Permissions
- OfficeTools Software Warranty
- OfficeTools Updates and Patches
OfficeTools Release Notes
FAQ
- 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
- How do I contact OfficeTools Support?
Installation & Updates
- Configuring OfficeTools Database Backup Utility
- OfficeTools Backup Utility not creating backup
- OfficeTools CRRuntime_x32 could not be installed error
- OfficeTools Server Installation Guide
- Updating OfficeTools Server Components
- Updating OfficeTools Workstations
Getting Started
- OfficeTools Quick Start Guide
- OfficeTools Layout Guide
- Team Dashboard Overview
- Introduction to Billing in OfficeTools
- How to Setup Letterhead Options in OfficeTools
- What is a To-do what can it do?
CRM
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
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
Documents
- 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
- How to create a Document Review in OfficeTools
Aimi
E-Signature
Multi-Office
Mobile App
- How to set up the OfficeTools Mobile Companion App
- How do I change my password for the OfficeTools Mobile Companion App
- Logging In / Out of the OfficeTools Mobile Companion App
- Sync and Login Settings for the OfficeTools Mobile Companion App
- Contact features of the OfficeTools Mobile Companion App
- Activities feature of the OfficeTools Mobile Companion App
Integrations
Video Guides
- Activity List Features
- Add Schedule Overview
- Aimi
- Assigning Billable Rates
- Auto-Apply of Payments
- AutoReminders