Personal Calendar
⚠️ THIS ARTICLE IS CURRENTLY BEING UPDATED
The Personal Calendar provides the same functionality as the Firm Calendar but displays only the Events for the viewing user.
Casefriend provides convenient access to all Events assigned to you that require an appearance:
- Hearings
- Depos
- Medicals
Jump to a Section
Access the Personal Calendar
Default View: Table of Events
Optional View: Calendar of Events
Substitute the Appearing Attorney
Export
Access the Personal Calendar
The Personal calendar is accessible from the Casefriend header by clicking the Firm Calendar icon
Default View: Table of Events
By Default the Personal Calendar displays all of your upcoming and future Events in a table.
- Use the Calendar filters to narrow the list of Events
- Click to view the Personal Calendar in the Optional View: Calendar of Events
- Click an Appearing Attorney name to change the appearing attorney
Optional View: Calendar of Events
The Optional view display all upcoming and future Events in a familiar calendar presentation.
Substitute the Appearing Attorney
When an attorney needs to appear for another attorney, you can easily re-assign the Hearing, Depo or Medical from the Firm Calendar.
- Click the name of the Appearing Attorney
- Select the replacement attorney from the list
Export
You can Export the current Firm Calendar view by clicking the Export button and selecting Excel or a connect Office 365 account.
Export to Excel if you want to share upcoming appearances with your Client.
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