13 results for “application”
- How do I delete a case management record in the Intake CRM?Data Management· Data Management· Intake CRM· Record Deletion
- How do I get new or updated fields on my Dynamic File applications to auto-populate with caregiver data?Configuration & Workflows· Configuration· eDoc Suite/Dynamic Files· Field Mapping and Population on Dynamic Files
- Why are certain fields on my caregiver application Dynamic File not auto-populating with caregiver information?Dynamic Files & Documents· Dynamic Files· eDoc Suite/Dynamic Files· Field Auto-Population Configuration
- I forgot my Caregiver Portal password or username, or I'm having trouble logging in — how do I regain access? (¿Olvidé mi contraseña o nombre de usuario del Portal de Cuidadores, o tengo problemas para iniciar sesión — cómo puedo recuperar el acceso?)Platform Support & Operations· Caregiver Support· Caregiver Portal· Login/Password and Application Assistance
- How can I convert a text field on a Dynamic File into a dropdown with dollar amount increments (e.g., $0 to $20,000 in $500 steps)?Dynamic Files & Documents· Dynamic File Modifications· eDoc Suite/Dynamic Files· Input Field Type Conversion to Dropdown
- How do I get my agency's employer information (name, address, EIN) auto-populated on tax and employment forms like the W-4, I-9, or IT-2104?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Auto-Populate Employer Fields
- Why are employee signatures missing on multiple pages of a Dynamic File application, and what can be done about it?Issues & Troubleshooting· Bug· eDoc Suite/Dynamic Files· Signature Population Failure
- How do I add I-9 document type dropdown options to my Dynamic Files for counter-sign fields?Dynamic Files & Documents· Document Configuration· eDoc Suite/Dynamic Files· Dropdown and Counter-Sign Field Setup
- How do I convert a free-text input field on the caregiver application into a dropdown menu with predefined options?Configuration & Workflows· Configuration· HR/ATS· Dropdown Field Conversion
- The font size on my Dynamic File is too large or the text is not aligned properly on the lines. How can I get this fixed?Dynamic Files & Documents· Document Formatting· eDoc Suite/Dynamic Files· Font Size and Field Alignment Fixes
- What should I do if text is overflowing, cut off, or missing on my Dynamic Files (e.g., a caregiver's last name doesn't fit on the line, or pages appear incomplete with missing information)?Dynamic Files & Documents· Document Formatting & Data Population· eDoc Suite/Dynamic Files· Dynamic File field mapping and layout issues
- How do I set specific fields on a Dynamic File as counter-sign fields?Configuration & Workflows· Configuration Request· eDoc Suite/Dynamic Files· Counter-Sign Field Assignment
- I'm unable to log in to the Caregiver Portal. It says my email or password is invalid. What should I do?Account Access· Authentication· Caregiver Portal· Login Failure / Invalid Credentials