Video Guides
Video Guides for OfficeTools
- My Settings
- Note-Interface
- OfficeTools by CARET Workstation Install Video
- Outlook Sync Addin Install
- Portal Appointment Request
- Portal Billing
- Portal Document Transfer
- Portal Kiosk Options
- Portal Reminders
- Portal Schedule Options
- Portal Time Tracking
- Previous balance and current payments (Video)
- Project Interface
- Project Manage Button
- QuickBooks Setup
- Reoccuring Billing
- Reports
- Required Items for Deposit Slips
- Sales Tax Regions Overview Video
- Staff Timesheet Reports
- Time & Payroll Settings
- To-Do Interface
- To-Do's Overview
- Tracking a Client Payment
- Unhide a contact in OfficeTools by CARET Video
- Value Billing
- What is a Call (Video)
- What is a Category
- What is a Project
- What is a To-Do