Multi-Factor Authentication (MFA)

Bulk Importing Clients

Multiple Court Dates

Invoice Adjustments: Issuing Credit Memos, Write-Offs, and Credits

Inviting Client Users to the Client Portal

Confirming your New Account

Claims Rules

Submitting a New Eviction (Attorney Portal)

Registering as an Attorney

Deleting Property Managers Permanently

Reopening a Closed Eviction

User Permissions

Permissions Groups

How to Customize a Workflow

Eviction Inbox Management

Workflow Builder

Managing Tasks in EasyEviction

Download Multiple Case Documents

Managing Evictions

Case List Page

Create and Send an Invoice

Integrating with LawPay

Messaging with your Client [Attorney Portal]

Recording Invoice Payments

Creating an Invoice with LawPay Payment Options

How to Add/Remove Seats in Your EasyEviction Subscription

Setting Up Step Deadlines in Your EasyEviction Workflow

Document Templates Management

Scheduling Emails in the Workflow

Document Center Guide

How to Upgrade/Downgrade your EasyEviction Subscription Plan

EasyEviction Pricing Plans

Understanding Credit Memos

Understanding User Role Permissions

Billing FAQ

Navigate through your EasyEviction’s Subscription Plan

EasyEviction Subscription & Billing Guide

Getting Started with the Client Portal

Reports Overview

Daily Docket Overview

Daily Docket Management

Notification Settings

Reports Management

Bulk Importing Evictions

Processing Intake Evictions (Attorney Portal)

Contacts Overview

Open Evictions Overview

Invoice Guide

Contacts Management

Task Overview

Eviction Inbox Overview

Workflow Overview

 Creating Automatic Case Tasks Within Your Workflow

Handling Case Tasks in Cases

Working with Workflow Step Deadlines

Document Template Overview

Document Center Overview

Setting Client-Specific Attorney Fees

Disconnecting from LawPay

How to Connect with QuickBooks

Quickbooks Integration Overview

Adding a New Client

Announcements

Articles and videos about starting with EasyEviction

Getting Started

Articles related to creating, managing, and recording invoices, as well as integrating payment platforms like LawPay.

Invoicing & Payments

Covers topics on creating and managing invoices.

Invoice Creation & Management

 Discusses how to handle payments, credit notes, and write-offs.

Payments & Adjustments

QuickBooks Integration (Beta)

Document Center

Articles focused on managing client accounts, communication, and settings.

Contacts

Articles that guide the bulk importing of clients and general client management.

Client Import & Management

Discusses messaging with clients via portals.

Client Communication

 Articles that cover the end-to-end process of handling evictions, from case management to document handling and workflows.

Evictions Management

Eviction Case Management

Involves step-by-step procedures on submitting and processing evictions.

Eviction Processing

Articles that address managing properties and associated tasks.

Property Management

Articles that help users navigate tasks and workflows within the system.

Task & Workflow Management

Reporting

Addresses court-related matters and docket management for evictions.

Eviction Reporting & Court

Articles detailing user account management, permission settings, and administrative controls.

Admin Settings

Explains how to manage users, permissions, and groups.

Permissions

Focuses on higher-level administrative settings and workflows.

Admin & Workflow Settings

Manage company settings and subscription details

Subscription

Document Templates

Plugins

Configure and personalize user preferences and account settings."

User Settings

Profile

Getting started with MFA and other user security questions.

Security

Accounts

Notifications

Referral Program

<figure class="media"><div data-oembed-url="https://www.youtube.com/watch?v=gaXvYRAtwiw"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/gaXvYRAtwiw" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><p style="text-align:justify;">Bulk Importing Clients is a valuable asset to any organization seeking to optimize its client management processes. With this feature, you can quickly and accurately add a large volume of clients to your database, saving you time and increasing efficiency.</p><p style="text-align:justify;">Say goodbye to repetitive, manual entry and embrace a streamlined approach to client management with our EasyEviction's Bulk Importing Solution!</p><p style="text-align:justify;">Follow the simple steps below to start importing your clients.</p><h2><strong>1. Click the "Clients" widget on the leftmost part of your EasyEviction Dashboard</strong></h2><p><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/yA482J-9ol.png"></p><h2><strong>2. Click the "Import Clients" button</strong></h2><figure class="image"><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/_TCmw0xXI6.png"></figure><h2><strong>3. Click the "Download Template (CSV)"</strong></h2><figure class="image"><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/01igypF4gs.png"></figure><h2><strong>4. Fill out the "Client Import Template"</strong></h2><figure class="image"><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/WfPl8iOR4j.png"></figure><h2><strong>5. Upload the filled-out Client Import Template</strong></h2><p><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);">You may drag and drop the file or Browse the file on your computer.</span></p><figure class="image"><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/3Lt0QkWmp4.png"></figure><h2><strong>6. Click the "Next" button</strong></h2><p><i><strong>Note: </strong>You cannot proceed if the file is not in CSV, XSL, and XSLX spreadsheets.</i></p><p><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/uEyKkTcjUI.png"></p><h2><strong>7. Review and/or Modify uploaded details on the "Map Fields" page</strong></h2><h2><strong><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/eFVLhoYNcj.png"></strong></h2><h2><strong>8. Choose "Next" to continue or select "Start Over" to repeat the file upload process</strong></h2><h2><br><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/0A_GDZzQzn.png"></h2><h2>&nbsp;</h2><h2><strong>9. Process and Save Evictions</strong></h2><h2><strong><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/RVOMS9A47l.png"></strong></h2><p style="text-align:justify;">If a required field is not properly filled out, a display error message will appear, and the corresponding client will be indicated with a red highlight.</p><p style="text-align:justify;">To view the specific error that needs correction, click on the <strong>"question mark icon"</strong>. Then, click the "Start Over" button on the upper right corner of your screen to re-upload the edited file.</p><figure class="image"><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/x8esLtLuki.png"></figure><p><i><strong>NOTE:</strong></i> <i>The<strong> "Client Identifier"</strong> must be unique, otherwise, it will result in a system error.</i></p><p>Once all necessary information has been properly filled out, click the "<strong>Process</strong>" button to initiate the saving of the Eviction.</p><figure class="image"><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/DQ0r4xxVg0.png"></figure><h2><strong>10. Uploaded Clients.</strong></h2><p>The clients will be displayed in green highlighting to indicate their successful creation.</p><h2><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/J8hwFqHW2h.png"></h2><p>Boost your productivity and let EasyEviction’s Bulk Importing Solution transform the way you manage clients—effortlessly and effectively!</p><p><i>Our support team is available should you have any questions or require further assistance.</i></p>

<p style="text-align:justify;">Some clients may not be ready to start submitting their evictions through EasyEviction – and that’s OK. Because attorneys can still submit them on their client's behalf.</p><p>​Here's how to save a New Eviction:</p><h2><strong>Step 1: EasyEviction Dashboard</strong></h2><p>At the top, click the "Create a New..." button then click Eviction or&nbsp;<br>Click the "Create Eviction" widget on the Dashboard.<br><br><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/o6vrmx3mU5.png"></p><p><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);">Or, Go to Open Evictions then click "Start Eviction" button</span><br><br><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);"><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/mmv1omDrpJ.png"></span></p><h2><strong>Step 2: Client &amp; Workflow Form</strong></h2><p>Select a client from the list, then choose a standard workflow or edit and customize the workflow.<br><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/t1lXdmt43L.png"></p><h2><strong>Step 3: Tenant and Property Details Form</strong></h2><ul><li>You may add more than one Tenant.</li><li>Make sure to tick the box when the tenant is <strong>NOT</strong> an active military member.</li><li>Click the drop-down button to select the reason for the eviction.</li><li>Typing a complete street address will automatically fill out the other details except for Unit Type and Unit #.</li><li>If evicting from a multi-tenant building, then provide the apartment building name under the Property Name.</li><li>Make sure to fill out the required details before clicking the Next button.<br><br><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/FLdqkVF-95.png"></li></ul><p>&nbsp;</p><h2><strong>Step 4: Claims &amp; Lease Terms Form</strong></h2><p>Claims can be customized to adhere to the <a href="https://easyeviction.productfruits.help/en/article/claims-rules"><u>Claims Rule</u></a>.</p><p><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/PqhDoH0dtn.png"></p><p>&nbsp;</p><h2><strong>Step 5: Upload the necessary documents.&nbsp;</strong></h2><p>Click save when done.</p><p><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/LRUdSKRMy6.png"></p><p>&nbsp;</p><h2><strong>Step 6: Check the Eviction Details</strong></h2><p>After completing the Eviction Form, you are now in the Intake Step.</p><p><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/O2VJ4QgaWF.png"></p><p><a href="https://easyeviction.productfruits.help/en/article/processing-intake-evictions-attorney-portal"><strong><u>Learn more</u></strong></a><strong> </strong>about completing the <strong>Intake Step</strong>.</p><p>This tool is essential for managing caseloads and ensuring Evictions are handled promptly. It can be tailored to meet the unique needs of both Attorneys and Clients, facilitating the provision of optimal service and a more efficient process for initiating New Evictions.</p><p style="text-align:center;"><br><br><i>Should you need further assistance or have inquiries, our support team is here to help.</i></p>

<figure class="media"><div data-oembed-url="https://www.youtube.com/watch?v=r5kMiHwZVko"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/r5kMiHwZVko" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><p style="text-align:justify;">Welcome to our video walkthrough of the Client Portal! In this guide, we’ll take you through the features and functionalities designed to enhance your experience and simplify your interactions.&nbsp;<br><br>Whether you're new to the portal or looking to refresh your knowledge, this video will provide you with all the essential insights you need to navigate with confidence.<br>&nbsp;</p><p style="text-align:center;"><i>If you have any questions or need further assistance, please don’t hesitate to reach out to our support team for help.</i></p>

<figure class="media"><div data-oembed-url="https://www.youtube.com/watch?v=mYCR15X8OGA"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/mYCR15X8OGA" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><p style="text-align:justify;">EasyEviction is a simple and effective service that will help you keep track of clients, add tenants, and manage your rental properties. Whether you are a landlord, property manager, or real estate investor, EasyEviction is the perfect solution to help you stay organized and up-to-date with your rental business.</p><p style="text-align:justify;">In this article, we'll show you how easy it is to add clients to your EasyEviction account. With just a few clicks, you can be on your way to a successful and efficient rental business.</p><h2><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);"><strong>Step 1: Go to your EasyEviction Dashboard</strong></span></h2><p><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);">Click the </span><strong>"Add Client"</strong><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);"> widget to add a client to your EasyEviction account or&nbsp;</span><br><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);">Click the </span><strong>"Create a New"</strong><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);"> button.</span><br><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/8GtdZJZPHK.png"></p><h2><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);"><strong>Step 2: Fill out the Add Client Form</strong></span></h2><figure class="image"><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/UUHFkXVTrk.png"></figure><p>The <strong>Client Identifier</strong> is a series of letters and numbers meant to identify the client and prepend any case numbers to find cases easier. For instance, if a client’s identifier is set to EZ, then their first case number will be EZ-1, and so on.</p><p>The Identifier is an auto-generated Company Name's Acronym. You may edit the letters to suit your preference or whenever it has been already taken as shown below. It is used to quickly locate the client's information when being searched. ​​</p><p><i>Note: You can only use letters and numbers to edit the Identifier and can only be edited in the "Add Client" Form.</i><br><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/urUbKIcpQy.png"></p><p>&nbsp;</p><h3 style="text-align:center;"><i><strong>Scroll down to fill out the Invoice Details and County Override Rules​</strong></i><br><i><strong><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/qvAxt4dL2V.png"></strong></i><br><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/Rv-6lPl4kg.png"></h3><h2><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);"><strong>Step 3: Click the "Save" button</strong></span></h2><p><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);">After filling out the required details, click the Save button to proceed.</span></p><p><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/w8FrDwYXAv.png"></p><h2><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);"><strong>Step 4: Client: Open Evictions&nbsp;</strong></span></h2><p><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);">The new client's details can be edited by clicking the pencil icon on the left pane of the page. ​</span></p><p><img src="https://tawk.link/604b60fdf7ce1827092f6ae3/kb/attachments/OYIrFPQ6N_.png"></p><p><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);">And that's it! </span>With EasyEviction's simplified client management, you'll be ready to streamline your rental business and boost efficiency in no time.</p><p style="text-align:center;"><br><span style="background-color:rgb(255,255,255);color:rgb(0,0,0);"><i>For any inquiries or further support, please contact our team at your convenience.</i></span><br>&nbsp;</p>

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