Creating a Case: Creating and Starting a Case Within Quantum Cloud
Автор: Quantum Cloud
Загружено: 2025-11-25
Просмотров: 3
Creating a case is the very first step for any Quantum Cloud user, and we want to make sure you’re getting the most out of the software. In this session, we walk you through best practices for creating and starting a case with confidence.
Here’s what you’ll learn:
✅ How to create your case - and make it private
✅ How to work through your Case Information (including exchange rates and proceedings)
✅ How to set up collaborators and send your first form
We also wrapped up with a live Q&A, so you’ll hear answers to real user questions you might be wondering about too.
📌 Timestamps & Key Sections
00:00 - 00:48 — Welcome & Introduction
00:49 - 03:53 — Logging in & 2 factor authentication
03:54 - 05:11 — Setting the default Fee Earner details
05:12 - 11:59 — Creating a case
12:00 - 17:26 — Inputting the case information
17:27 - 21:06 — Setting up a collaborator
21:07 - 26:24 — Live Q&A
26:25 - 26:52 — Outro
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