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CLESite How Tos

  • CC Others on CLE Certificates or Deadline Reminders
  • Send CLE Event Invitations
  • How to Set the Status of a CLE or CPD Plan
  • Carrying Over Newly Admitted Illinois CLE Credit
  • Marking Accreditation as Denied Approval
  • Carry Over Texas Newly Admitted Attorney Credits
  • How to Find Users with Missing Practitioner Details
  • Send an Email to Users in a Saved Search
  • How to Add Practitioner Details from a Registrants Page
  • How to Issue Credit for Florida CLE Credit Categories
  • Filter and Search Courses by Multiple Tags
  • Manage the Standby List for a CLE Event
  • Share a Link For Playback (On-Demand Course)
  • User Needs to View Their Compliance Status
  • View Compliance Status For a CLE Plan
  • Approve an External Course Approval Request
  • Viewing Plans for Users Who are No Longer Active
  • CLE Event Accreditation Suggestions
  • Alert For Users Who Have Not Been Assigned a CLE/CPD Plan Deadline
  • How CLE Credits Work
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