Administration | Managing Your Users Credit Accounts

Managing Your Users Credit Accounts
Adding & Managing Credits: Multiple User Accounts
CaseMail enables accounts with multiple users the ability to manage and track transactions for all users, departments, branches and offices. Depending how you’ve setup your user’s permissions, you can either let users add credit to their accounts or ...

Popular Articles
Certificates of Mailing
CERTIFICATES OF MAILING: Certificates of Mailing with signed confirmation of service are auto-merged with copies of your mailed documents then archived in your account. Certificates of Mailing are generated for all postage types. To Access Your ...
Certificates of Service
Chose Certificates of Service when using CaseMail to send Process Service as Mail. Copies of Certificate of Service with signed confirmation of service are auto-merged with copies of your mailed documents then archived in your account. ...
Selecting the Best Plan for you
The plan you choose is based upon the amount of mailings that you would be sending out per month. For example, if you plan to send out more than 10 mailings a month, then our Por plan would be the best cost option as our Certificates are included ...
Adding Users
The option to add a user is available for accounts with the "additional user" feature. You must be the primary account holder or Admin to add or remove a user. The individual that creates the original company account is considered the Admin. Please ...
Creating Clients (Optional)
CREATING CLIENTS Clients created in CaseMail are your customers. Creating clients lets you associate matters, contacts, documents, and mailing expenses specific to each customer. To create a client, click the "Clients" icon on the left vertical menu. ...

Administration | Managing Your Users Credit Accounts | Knowledge Base