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
OfficeTools by CARET Release Notes
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
Installation & Updates
- Workstation Installation
- OfficeTools by CARET Server Installation Guide
- Configuring OfficeTools by CARET Database Backup Utility
- Updating OfficeTools by CARET Server Components
- Updating OfficeTools by CARET Workstations
- OfficeTools by CARET Backup Utility not creating backup
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?
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
- 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
Aimi
E-Signature
Multi-Office
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
Integrations
Video Guides
- Activity List Features
- Add Schedule Overview
- Aimi
- Assigning Billable Rates
- Auto-Apply of Payments
- AutoReminders