This Release @ Casebook 

Check out new features, updates and enhancements to help you get the most out of Casebook. 

September 15, 2021 

Today's Highlights:

• Files can be uploaded by clients or other external parties
• Adding multiple attachments to a note
• Zapier Integration Update
• New Dynamic Field Type: Date Range

We want to hear from you! Got a Casebook feature on your wishlist? We're interested. Reply and tell us about it. 

Features ⭐

cb Intake

NEW: Invite your clients and other parties to upload files directly into intake records through our secure system.

Assign a file upload task to the user, and they'll receive an email on how to upload files. Once it is has been completed and approved, the files will automatically be added to the Attachments section. 

Click to watch the video above on how external users can upload files directly into an Intake Report through assigned tasks.

Notes

NEW: You can add multiple attachments to a note. 
If you have files that are related to a note, you can now upload attachments to the note. Attachments can be uploaded to new and existing notes. Find out more details here. 

Zapier

NEW: Get more out of your Zaps. You can now create or update person records for intake applications and records through Zapier.  
Are you interested in setting up the Zapier integration? Find out more details here. Need help setting up your first zap? Check out this video here. 

What new fields are available?

• First & Last Name
• Birth Date
• Address
• Email Address
• Phone Number

cb Engage

NEW: You can keep track of dates with the Dynamic Date Range Field. 
If an event takes place over a period of time, you can keep track of the dates with the new Date Range fields. Need help setting up Dynamic Fields? You can find more details here. 

Feedback👂

💬Survey Question

Does your organization use any chat apps to communicate internally? Let us know what apps you use through our survey! 

Announcements 📢

Learn more about how to use Casebook with our new Video Library. 🎥 We are committed to helping all users, learn and use Casebook with less effort. Check out our new videos for how-to's for our most common features!

Sign up for a free Casebook Training. 💻 Every first Monday of the month (except on holidays), we offer a Casebook 101 training. Send your new hires and anyone who wants a refresher course. 

Upcoming dates:

October 4th, 2021 11-12pm ET

November 1st, 2021 11-12pm ET

December 6th, 2021 11-12pm ET

Visit registration link for full list of dates.

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