Forcura Overview - PDF used along with 1/30/24 presentation

• Related Articles

• Adding and managing users in Forcura

  Branch Administrators, DPSs, BOMs, and Superusers have "site manager" access in Forcura, which allows them to create new users.  See this Forcura-made guide for details: Adding and managing users in Forcura

• Attach doc to an existing case and combine feature in Forcura

  Here is a Forcura-made guide that covers 2 features:  attaching to an existing case, and combining:  Attach to existing case and combine

• Direct Connect not working? Troubleshooting and configuration steps

  FIRST: MAKE SURE DIRECT CONNECT IS OPEN If you've already configured Direct Connect, but it's not working, it could be that the app just isn't open. To make sure it is open, follow this path in the file explorer and double click it to open it: This ...

• Intro to Forcura training video

  Here's a video (about an hour and 20 minutes) from June 2021 that Forcura provided for a new branch as an intro to Forcura: Intro to Forcura training video

• Adding a custom search card and creating custom searches in Forcura

  Link here:  Adding a custom search card and creating custom searches in Forcura