Gardiant [TEST]

Admin Center

Action Plans

[Notes] Managing Account Tags

[Video] Creating and Assigning Custom Tags

Case & Account Tags

[Admin] [Notes] Template tags

[Admin] [Video] Working with Document Templates in Gardiant Works

[Admin] [Notes] Working with Document Templates

[Admin] [Notes] Range Case Note Synopsis tags

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Document Templates

[Admin] Checklist for Adding and Assigning a Fax Number

[Admin] Add a New Fax Number

[Admin] Assign Fax Number

[Admin] Enable Permission to Send Faxes

[Admin] Reassign a Fax Number

[Admin] Delete a Fax Number

Gardiant Fax for Admins

How to Update Logos

JA/LMS Logo

Fax Cover Sheet Logo

Invoice Logo

Loss Run Report Logo

Logos

[Notes] Services - Billable

[Notes] Services - Non-Billable

[Video] Managing Services in Gardiant Works

[Admin] Custom Case Notes

Services

[Admin] How to Create a New User

[Video] Managing users in Gardiant Works

[Admin] [Notes] How to deactivate a user in Gardiant Works

Change of Staff Checklist

Users

Force Sign-out of All Devices in Microsoft 365 Portal

Microsoft 365

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