Skip to main content

Posts

Showing posts with the label advocates

How to configure WhatApp bot in casesync

Feeling difficult to answer all your clients about the next hearing dates of a case. Follow the below steps to enable Whatsapp Bot which will send all the latest hearings to clients when they want. Steps 1)Go to the  menu  2)Click on the settings icon Again click on settings icon 3)Enable (Click on) "Whatsapp Alert" feature 4)Once the "Whatapp Alert" feature is enabled your mobile will ask for notification access permission. 5)Give access to Casesync application 6)In order to send the case related details first, the client Whatsapp number should be saved in the client details as shown below 7)By default, if the client is sending "1" all the cases which are saved against his mobile number will be sent as a reply.The sample alert will be as shown as the below image. 8)If the client want's to know what is the command to get the case details he can just type as "help...

Configuring automated SMS alerts to clients

Follow the below steps to configure automated SMS alert to your client. (SMS Charges) are applicable. Steps 1)Go to the settings menu in the application 2)Click on settings icon again 3)Download Casesync Alert s application if it is not already installed.  Enable  "Send SMS Alerts" feature. Enable "Case Hearing Reminders"  Casesync will send next hearing reminders to all the clients which are having mobile numbers in the more details section of Active Cases Tab. 4)Once the Send SMS Alerts feature is enabled SMS format will become editable 5)Click on Case Hearing Reminder SMS Format. 6)If you are ok with the above format you can click on the "Cancel" button. Otherwise, you can edit the format as you want.values which are inside "@@" are dynamic it will be replaced by particular case related details. For example, you don't want court details to be available please remove the @court@ from the format. ———————...

How to delete a case in casesync application

Steps to follow to delete a case 1)Go to "Menu" 2)Go to the case details tab 3)Click on options (3 dots on right side top) 4)Select delete case 5)Re-confirm to delete case 6)Case will be deleted from your device.

how to share a case using casesync application

Please follow the below steps to share the case details with your friends or colleagues. Steps 1)Open the application and open My cases or disposed cases 2)Click on any case 3)Click on 3 costs symbol on left side top corner 4)Select Share case option 5)Select the application which you want to use to share the case details. Sample link will look like the link mentioned in the below URL 6)Your friend or colleague can click on the shared link user can select either "Just Once" or "Set to always open" 7)If casesync application is installed in your friend or colleagues device then the case will be added automatically