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Case Management
Case Management
Learn how to manage cases, profiles, to-dos, appointments, notes, files, emails, and parties in Case IQ.
Case IQ Basics
- Log in to Case IQ
- Reset your Password
- Change your Password
- Navigate Case IQ
- Change Account Settings on Profile Page
- Change your Notification Preferences
- View your Notifications Inbox
- Sign Back in After Session Timeout
- Lists and Favorite Cases
- Case IQ Home View
- Error Messages
- Search in Case IQ
- Configure a Grid
- Auto-Populate Form Sections
Cases
- Cases Overview
- Cases Grid Page
- View a Case's Details
- Add a Case In-Application
- Add a Case via Email
- Assign a Case
- Manage Team for a Case
- Edit a Case
- Cancel a Case
- View a Case's History
- Link Related Cases
- Set a Flag to a Case
- Mark a Case as Confidential
- Retain a Case with "Do Not Purge"
- Print Case Details
- Close a Case
Profiles
- Profiles Overview
- Profiles Grid Page
- View, Edit, or Delete a Profile
- Add a Profile
- Link a Profile to a Case
- Link a Profile to Another Profile
- Create a Profile when Adding a Party
Emails
- Emails Overview
- Emails Grid Page
- Reply to an Email Thread
- Send an Email in Case IQ
- Send an Email to a Case