Practice Management FAQs

Top Article - How to set up a client and offer services through capium practice management platform
Capium Practice Management is a comprehensive workflow and performance management solution for your practice. Platform can give you great results if you co...
Wed, 21 Oct, 2020 at 5:22 PM
Electronic signing - How to E-Sign using Capisign
Location: Practice Management module > Practice > CapiSign You can create and send documents for E-Signing through CapiSign. Using the feature, accou...
Tue, 16 Feb, 2021 at 1:03 PM
How do deadline reminders work?
Location: Practice Management module > Settings > Services > Select Service > Configure Reminders You can add/view the reminders to the tasks. ...
Tue, 28 Apr, 2020 at 12:59 PM
Practice Management Client Details Screen
Location: Practice Management module > Workspace > Clients  You can view/edit/add/remove Client Details. Help/Guide:   You can view/edit/add/cop...
Thu, 8 Aug, 2019 at 3:00 PM
Configure email templates
Location: Practice Management module > Settings > Email Templates You can view/ add/edit the Email Templates. Note: The email templates in this s...
Thu, 22 Oct, 2020 at 5:15 PM
Agent Authorisation 64-8 Request
Location: Practice Management module > Workspace > Clients > Client Account > Agent Authorisation Refer to the link You can create and view ne...
Tue, 3 Sep, 2019 at 4:01 PM
How does task reminders work?
Location: Practice Management module > Workspace > Tasks > Select Task > Reminders You can add/view the reminders to the tasks. Help/Guide: Y...
Wed, 27 Mar, 2019 at 12:05 PM
How to add Team members
Location: Practice Management module > Practice > Team You can add/view/update users such as Accountant and Staff in your firm. Help/Guide: ...
Tue, 3 Sep, 2019 at 4:08 PM
How to send Bulk Emails in Practice Management
Click here to watch How to send Bulk Emails in Practice Management
Fri, 20 Nov, 2020 at 4:00 PM
How to send Document Requests to clients on Practice Management
Click here to watch How to send Document Requests to clients
Thu, 11 Apr, 2019 at 11:34 AM