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CLE Advanced Topics

  • Viewing Plans for Users Who are No Longer Active
  • How to Find Courses to Fulfill Plan Requirements
  • Print a Sign-in Sheet
  • How to Find Users with Missing Practitioner Details
  • Download All Certificates
  • CLE AutoFill - Add an Activity from a New York CLE Certificate
  • Award Reciprocal CLE Credit
  • How to Add a Logo and Footer to Certificates
  • What Does It Mean to Override Requirements and When Should I Do It?
  • What is an Adjustment and Why Would You Create One?
  • How to Add Practitioner Details from a Registrants Page
  • Adjust Seating Capacity for a CLE Event
  • Manage the Standby List for a CLE Event
  • Create a Course that Awards CLE Credit
  • How to Set the Status of a CLE or CPD Plan
  • User Needs to View Their Compliance Status
  • Alert For Users Who Have Not Been Assigned a CLE/CPD Plan Deadline
  • How to Set Firm Specific Guidelines for a CLE or CPD Plan
  • Update CLE External Activity For an Individual
  • CLESite: Turn On/Off External Add Activity Button for Users
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