Settings
This Overview demonstrates the process of creating and updating settings on INSZoom
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- How do I define user access rights?
- How do I disable an existing user?
- How do I set default extranet access shipping/mailing info?
- How to change org terms for corporate/client/case to Client/applicant and matter?
- How to check disk space utilization?
- How to configure my ZoomBoard?
- How to Create Case Manager Team?
- How to set Advanced Case Expiration Alert?
- How to transfer cases from one case type to another?
- How to unlock users that exceeds maximum number of login attempts?
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- INSZoom - Add Useful Links
- INSZoom - Add/Change USCIS Account Details (eFiling/eTracking)
- INSZoom - Attorney Address for Forms
- INSZoom - Broadcast Messaging
- INSZoom - Change Login ID
- INSZoom - Change Password for Case Managers
- INSZoom - Change the Credit Card on File
- INSZoom - Change the Default Search
- INSZoom - Change User / Case Manager's Email Address
- INSZoom - Copy Appointments, Activities and Reminders
- INSZoom - Create a Broadcast Message Template
- INSZoom - Create Case Manager Teams
- INSZoom - Create or Edit Client Access to Questionnaires
- INSZoom - Create Security Profiles
- INSZoom - Create Your Personal Settings
- INSZoom - Creating and Modifying Organization Settings
- INSZoom - Customizing My Zoomboard
- INSZoom - Delete Items from Clipboard
- INSZoom - Disable Email Notifications for Uploaded Docs
- INSZoom - Edit a Broadcast Message
- INSZoom - Email Alert Preferences
- INSZoom - Enable the Billing Module for Users
- INSZoom - Enrolling with Multi-Factor Authentication (MFA)
- INSZoom - Firm Information on Forms
- INSZoom - How do I add a new user?
- INSZoom - How do I auto send Questionnaire and docs Checklist when Case is created
- INSZoom - How do I change login id for Others?
- INSZoom - How do I change the date format to mm/dd/yy format
- INSZoom - How do I define Password expiration days for all users?
- INSZoom - How do I define the default font size for forms?
- INSZoom - How do I enable "address on forms" feature?
- INSZoom - How do I get a notification when Digital Docs are uploaded?
- INSZoom - How do I send Bulk Messages?
- INSZoom - How do I set my homepage?
- INSZoom - How do I set the firm time zone?
- INSZoom - How do I setup a default access period for forms and questionnaires?
- INSZoom - How do I setup default access period for forms and questionnaires?
- INSZoom - How do I turn off a user account
- INSZoom - How do I update case manger contact details?
- INSZoom - How do I Update Firm name that appears on forms
- INSZoom - How do I upload a firm Logo and Banner?
- INSZoom - How to Activate Disabled User
- INSZoom - How to change user password
- INSZoom - How to check if you are the Super User/Administrator
- INSZoom - How to disable billing access rights?
- INSZoom - How to set the time zone in our system?
- INSZoom - How to setup Single Sign-On (SSO)
- INSZoom - How to Update the Successive Case Steps Reminder/Estimated Dates?
- INSZoom - Learning Management System (LMS): User Guide
- INSZoom - Linking Countries
- INSZoom - Multi-Factor Authentication (MFA)
- INSZoom - Numbers not appearing in the Bar Code Form
- INSZoom - PERM Eligibility Date Alerts
- INSZoom - Professional Edition: Before Getting Started - Super Admin Step 1
- INSZoom - Remove the Option to Reply to Email
- INSZoom - Set a Case Manager/Attorney to Sign Legal Documents/Forms
- INSZoom - Set Default Font for Forms
- INSZoom - Set Up Case Number Auto-Generation
- INSZoom - Setting up Document Expiration Email Alerts
- INSZoom - Steps - Calculate Estimated Date From Last Completion Date
- INSZoom - Subscribe to e-Consent
- INSZoom: Unlimited Disk Space
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