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How to Master MyCase

Get comfortable with the MyCase Layout

Interactive getting started bar

Settings:

Update your account settings

How do I update my email address?

How do I change my password?

Help! I forgot my password

Edit your notification settings

How do I set up default calendar event or task reminders?

Changing my automatic logout time

Updating your firm's payment information

How to change firm contact information & logo

Add item menu

Global search bar

How do I cancel my MyCase subscription?

Firm Users:

How do I add firm users to MyCase?

What are firm users?

What is the difference between an Admin User and a Regular User?

Editing User Access Permissions [w// VIDEO]

Setting default billing rates for firm employees

How do I link a firm user to a case?

How do I link a firm user to all active cases?

How do I deactivate a user?

How do I reactivate a deactivated firm user?

MyCase on your mobile device

Importing & Exporting Data:

Importing Contacts [w/ VIDEO]

Importing Cases [w/ VIDEO]

Importing Contacts from Google/ Gmail

Importing Contacts from Outlook

How do I undo a data import

Custom Fields:

Custom Fields Overview [w/ VIDEO]

Case Custom Fields by Practice Area

Security:

Two Factor Authentication

Two Factor Authentication (Remember Computer for 30 days)