Entering a New Case

Entering a New Users and Collectors

Managing User Permissions and Access

Entering a New Client

Searching for Cases

Using the Case File Importer Tool

Creating Custom Fields in Simplicity

Managing Collection Statuses

Using the DocFolder Tab

Using the Case and Debtor File Updater Tools

Using DocGen and Mail-Merge to Automatically Create Documents

Using the Client Portal

Using the Case File Exporter Tool

Using the Bulk Case Management Tool