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Gardiant Works Features (Voc)
Gardiant Works Features (Voc)
22 articles
Case Notes
Case Notes - overview
How to Create Case Notes
Multi-Engagement Case Notes
To-Do
To-Dos - overview
Creating To-Dos
Completing a To-Do
Creating a follow-up To-Do
Appointments
Appointments - overview
Creating Appointments
Comments
Comments - overview
Case vs Claim comments
Creating Case Level Comments
Creating Claim Level Comments
Word Add-In
Word Add-In via Microsoft 365
Minimum Requirements for Word Add-In
How to Uninstall the Old Word Add-In
[Q&A] Microsoft Word Compatibility Checker
Send to Case
Send to Case - Overview
Send to Case - Desktop Outlook
Send to Case - Web Outlook
[Q&A] Send to Case Missing on Attachments
[Troubleshooting] "Unable to get email information" error