• Logging into ShareDo

  Single Sign-on via AAD If your organisation uses Azure Active Directory (AAD), you can log into your system seamlessly using your usual AAD username...

  First posted: April 23rd, 2022 1389 views 1 likes
• General Navigation - Understanding Portals and Blades

  Out-of-the-box, the ShareDo application is designed with a standard interface, depending on your persona. Personas are categorisations of users. For example, you could be...

  First posted: April 23rd, 2022 2928 views 1 likes
• Your Workbench

  Workbench The workbench is a collection of views on work items, where those work items/matters can be reviewed, managed and actioned. Workbench video  ...

  First posted: April 23rd, 2022 2038 views 1 likes
• Managing Case Participants

  In ShareDo, master data records are created for different types of entities, e.g. organisations, persons or teams. An example of a master data record...

  First posted: April 23rd, 2022 2470 views 1 likes
• Bookmarking work

  Use bookmarks in ShareDo to 'save your place' in the system. You can bookmark a particular case with a click. Once you've bookmarked a...

  First posted: April 23rd, 2022 777 views 0 likes
• Managing Notifications

  ShareDo can be configured to notify the user when certain actions have occurred. For example, a notification could be sent under these conditions: When...

  First posted: August 30th, 2022 1655 views 0 likes
• Working with Key Dates

  The Case Plan generates case Key Dates automatically when required. Case Key Dates are designed to track important dates within the system and inform...

  First posted: August 30th, 2022 1523 views 0 likes
• Understanding the Case Chronology

  Introduction The chronology records all the actions undertaken on a case. Including scheduled tasks completed in the worklist and ad-hoc activities such as adding...

  First posted: August 30th, 2022 1163 views 0 likes
• Working with Tasks

  Introduction Tasks represent the pieces of work that need to be completed by the users of the ShareDo system. They provide helpful checklists and...

  First posted: August 30th, 2022 2269 views 0 likes
• Glossary

  This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the...

  First posted: March 31st, 2022 955 views 1 likes

Subcategories

Working with Documents

Understand how you manage documents with Sharedo and your Document Management system

10 Articles by 2 Authors

Working with Different Task Types

Understand how you can use different task types such as telephone calls or document expectations

4 Articles by 1 Author

Working with Emails

Understand how you can manage emails within Sharedo

4 Articles by 2 Authors

Working with Time Recording

Learn how you can time record within Sharedo

1 Article by 1 Author

Frequently Asked Questions

2 Articles by 1 Author