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General Case Management

29
  • Abbreviations
  • Adding a Legal Status
  • Adding an Opponent / Debtor
  • Adding and Using Review Codes
  • Adding Hold Codes
  • Adding Multiple Images to an Activity Note
  • Adding New Activity Codes
  • Adding Payment Arrangements
  • Adding Wage and Bank Garnishments
  • Additional Opponent / Debtor Screens
  • Case File Basics
  • Counties, Clerks, and Court Locations
  • Creating a New Case File
  • Creating a New Client (Part 1 of 2)
  • Creating a New Client (Part 2 of 2)
  • Daily Dashboard
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  • File Status Codes
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  • Opposing Attorneys
  • Status Bar
  • Understanding Settings Hierarchy
  • Workflows

Security

3
  • External Users
  • Resetting Passwords
  • Two-Factor Authentication

Add-Ons

2
  • Adding an Enhanced Email Signature
  • Microsoft Outlook Add-On

Document Management

10
  • Adding a Signature
  • Advanced Document Generation
  • Basic Document Generation
  • Batch Documents
  • Building Document Expressions
  • Creating Spreadsheet Templates
  • Document Fragments
  • Document Generation Selection Options
  • Document User Prompts (Ask Fields)
  • Merging PDF Templates

Accounting

13
  • Accounting Reports
  • Adding Wage and Bank Garnishments
  • Adjusting Commercial Rates and Suit Fees
  • Balance Calculation Basics
  • Contingency Rates and Buckets
  • Entering and Printing Checks
  • Entering Client Invoice Payments and Unpaying Bills
  • Generating a Client Remittance Report
  • How to Set Up Hourly Billing
  • Preparing and Finalizing Bills
  • Searching for Checks
  • Transactions Check Register
  • Void Checks

Preferences

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

Administration

14
  • Abbreviations
  • Adding a Legal Status
  • Adding and Using Review Codes
  • Adding New Activity Codes
  • Assigning Attorney Bar Numbers
  • Automations
  • Batch Internal Status Updates
  • Company Settings: Company Tab
  • Image Restore
  • Reassigning Reviews, System Users, and Default Users
  • Resetting Passwords
  • Status Bar
  • Terminology
  • User Defined Fields

Tools

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

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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phone: (386) 675-0177

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