Kaseware Help

Instructions to access the Kaseware user's guide

How to access the Kaseware Help Guide
The Kaseware online help guide provides detailed information on all features and options available in the Kaseware application, including the following: ...
Sat, Apr 29, 2017 at 9:19 AM
Two-Factor codes stopped working ("Incorrect Code" errors)
To fix "Incorrect Code" errors with Two-Factor Authentication The most common cause for "Incorrect Code" errors is that the time on you...
Sun, Jan 31, 2021 at 2:11 PM
Switching Devices for Two Factor Authentication
If you still have your old device: 1) Log in to Kaseware desktop application 2) Click on your name in the top right 3) Select Reset 2-factor Authentic...
Sat, Apr 13, 2019 at 9:45 AM
Clearing Cache on Google Chrome
If your Kaseware application seems to be stuck immediately after the log in screen, you may need to clear your cache.  First, check if you are able to l...
Wed, Jun 17, 2020 at 11:38 AM
SFTP Setup and Use
In order to provide files to Kaseware, either for a one-time migration or on an ongoing basis, the steps below highlight the process to set up access to the...
Wed, Jun 17, 2020 at 12:01 PM
Unable to close/update case or document due to pending workflow
Occasionally when cases are assigned to more than one user or user groups, when trying to close or update a case or document, one of the following messages ...
Wed, Sep 8, 2021 at 2:42 PM
How To Login Using Authenticator
If you use two-factor authentication to login to Kaseware you will need to use an authenticator app. This can be set up on either a mobile device or web bro...
Tue, Sep 14, 2021 at 3:08 PM
External User Receives Email and wants to login to see it
Hi! This item was emailed to you from someone within Kaseware. Unfortunately, because you are not one of sending organizations Kaseware users, you won&#...
Mon, Jan 9, 2023 at 10:52 AM
How to reset 2FA and generate new QR codes
Option 1 Option 2
Fri, Jan 20, 2023 at 10:12 AM