Video Guides
Video Guides for OfficeTools
- Global Settings Contacts
- Global Settings Schedule
- Hiding and Unhiding Contacts
- Holidays and Event Types
- HotKeys
- How Does OfficeTools by CARET DMS Work
- How to Add a Contact
- How to Add a Staff Member
- How to Associate Rates to Work Codes
- How to Create a Project Definition
- How to Create a Work Code (Video)
- How to Create a Work Code 2
- How to Create an Assignment Group (Video)
- How to enter beginning balances (Video)
- How to Track Time
- How to undock your calendar in OfficeTools by CARET
- Initial Portal Setup
- Introduction to Billing
- Introduction to Calls
- Introduction to Contacts
- Introduction to Notes
- Introduction to Practice Management
- Introduction to Schedule
- Introduction to Time
- Lacerte Setup Import
- Late Fees
- Letterhead Setup
- Missing Info Setup
- More Contacts Button
- My Company Information Overview