CaseMark Source: Build Your own Custom Workflow Easy Button
C
Peter Roberts
6 days ago
Summary
I explain how, using Case Mark Source, we can build a custom Easy Button for our own reports. I show the process: click the button, specify the desired report (e.g., an IME medical chronology), upload sample reports and input files, and we will generate a version that matches our format, iterating via email until perfected, then deliver the custom button for use.