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General Case Management

35
  • Workflows
  • Understanding Settings Hierarchy
  • Status Bar
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  • Misapplied Debtor Payments
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  • Creating a New Client (Part 2 of 2)
  • Creating a New Client (Part 1 of 2)
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  • Adding New Activity Codes
  • Adding Multiple Images to an Activity Note
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  • Adding a Legal Status
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Security

4
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  • Resetting Passwords
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Add-Ons

3
  • Microsoft Outlook Add-On
  • Enhanced Email Automation
  • Adding an Enhanced Email Signature

Document Management

11
  • Merging PDF Templates
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  • Creating Spreadsheet Templates
  • Building Document Expressions
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Accounting

16
  • Void Checks
  • Transactions Check Register
  • Searching for Checks
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  • Post Direct Payment to Client
  • Misapplied Debtor Payments
  • How to Set Up Hourly Billing
  • Generating a Client Remittance Report
  • Financial Calculator
  • Entering Client Invoice Payments and Unpaying Bills
  • Entering and Printing Checks
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  • Balance Calculation Basics
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  • Adding Wage and Bank Garnishments
  • Accounting Reports

Preferences

3
  • Resetting Passwords
  • Enabling Pop-Ups
  • Adding Top Buttons to Grids

Administration

15
  • User Defined Fields
  • Terminology
  • Status Bar
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  • Reassigning Reviews, System Users, and Default Users
  • Image Restore
  • Company Settings: Company Tab
  • Batch Internal Status Updates
  • Automations
  • Assigning Attorney Bar Numbers
  • Adding New Activity Codes
  • Adding and Using Review Codes
  • Adding a Legal Status
  • Abbreviations

Tools

4
  • Importing New Files
  • Importing Batch Images
  • Custom Reporting
  • Adding a Legal Status

CMPOnline Support

1
  • SOS Support Line Access Instructions
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Adding Multiple Images to an Activity Note

Overview

This document details how to efficiently add multiple images to an activity note in CMPOnline. By following these instructions, users can streamline their workflow and ensure that important data is properly documented on each case file.

Adding Multiple Images to an Activity Note

  • Navigate to Case File > Activity
  • Click “Add New” 
  • You can either drag / drop external supporting documents onto your activity note, click on the cloud icon , or if you’ve already uploaded the supporting document(s), you can click the “manage attachments” link on the activity note screen to select which attachments you want to add.
    Note: When you drag an image from your computer into the activity box, the Upload Image popup will appear for you to easily select your image description, date, notes, etc.
  • After selecting your Description and other details, Click Upload

Viewing Multiple Images Already Added to an Activity Note

There are two ways to view multiple images that have already been added to an activity note on a file.

  • First, navigate to Case File > Activity

From the Activity Grid:

  • Click on “View” under the Image? Column of the activity note obtaining the multiple images
  • Click on the image you wish to view and it will open in a new tab

From the Activity Note:

  • Double click or Edit the activity note obtaining the multiple images
  • Click the arrow to see a simple image list –OR–
  • Click “view attachments” for a popup box of Activity attachments you can then click on to open in new tabs accordingly

Managing Multiple Images on an Activity Note

In addition, you can view selected images or add additional images already saved to the file by clicking on “manage attachments” by editing the Activity.

Multiple Images on an Activity Note Video Highlight

Activity Codes, Case Management, Document Integration, Documents, Email Integration, Filings, General Navigation, Imaging, Microsoft Excel, Microsoft Outlook, Microsoft Word, Paperless Office

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Table of Contents
  • Overview
  • Adding Multiple Images to an Activity Note
  • Viewing Multiple Images Already Added to an Activity Note
  • Managing Multiple Images on an Activity Note
  • Multiple Images on an Activity Note Video Highlight

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