Workbooks drop-in clinic: Case Portal 

Join us in our next drop-in webinar to improve your Workbooks knowledge and get your questions answered by our support team.

Each session focuses on a specific area of Workbooks. In this session, we’ll be looking at the Case Portal, including:

• Looking into how it can be used
• Installing the Case Portal
• Configuring the portal to work for you
• Going through some frequently asked questions

Our next session will show you the how to integrate Workbooks with DocuSign and Adobe Sign, where we’ll explore how you can set this up and send PDFs from Workbooks to them.