CaseLocker

Updates & Changelogs

• CaseLocker v0.9.07
• Service Update: Migration to Dropbox Sign
• CaseLocker v0.9.04
• CaseLocker v0.9.03
• CaseLocker v0.9.02
• CaseLocker v0.9.09

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Form Templates

• Conditional Form Parts
• Template Creation & Settings
• Template Builder & Parts
• Fieldtypes
• Reusable Fieldtypes
• Automatic Form Reminders

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Contacts & Communication

• Contact Creation & Overview
• Email Issues | Bounces & Complaints
• Contact/Client Portal

Cases

• Using Cases
• Case Types
• Migrating to Cases

Forms

• Adding Forms to a Case
• Answer Review
• Activity Log
• PDF Download
• Statuses
• Form Signatures & Esigning

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Reporting

• Form Data Reports
• Contact File Reports

User Settings

• Notifications & Events

Organization Settings

• Security Groups
• Roles
• User Management
• Branding & Misc Settings
• Managing Reusable Fieldtypes

API & Development

• API Tokens
• Webhooks