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General Case Management

35
  • Workflows
  • Understanding Settings Hierarchy
  • Status Bar
  • Returned Mail Feature
  • Renumbering or Deleting a Case File
  • Opposing Attorneys
  • Opponent Declares Bankruptcy Procedure
  • Misapplied Debtor Payments
  • Litigation Screens
  • Importing New Files
  • Imaging (Paperless Office)
  • Image Sharing
  • General Navigation Menus and Buttons
  • Financial Calculator
  • File Status Codes
  • Field Change History (Audit Log)
  • Favorites Feature
  • Editing Bad Phone Numbers and Addresses
  • Daily Dashboard
  • Creating a New Client (Part 2 of 2)
  • Creating a New Client (Part 1 of 2)
  • Creating a New Case File
  • Counties, Clerks, and Court Locations
  • Checking for Conflict Files and Problems
  • Case File Basics
  • Additional Opponent / Debtor Screens
  • Adding Wage and Bank Garnishments
  • Adding Payment Arrangements
  • Adding New Activity Codes
  • Adding Multiple Images to an Activity Note
  • Adding Hold Codes
  • Adding and Using Review Codes
  • Adding an Opponent / Debtor
  • Adding a Legal Status
  • Abbreviations

Security

4
  • Two-Factor Authentication
  • Security Features
  • Resetting Passwords
  • External Users

Add-Ons

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

Document Management

11
  • Merging PDF Templates
  • Document User Prompts (Ask Fields)
  • Document Letterheads
  • Document Generation Selection Options
  • Document Fragments
  • Creating Spreadsheet Templates
  • Building Document Expressions
  • Batch Documents
  • Basic Document Generation
  • Advanced Document Generation
  • Adding a Signature

Accounting

16
  • Void Checks
  • Transactions Check Register
  • Searching for Checks
  • Preparing and Finalizing Bills
  • 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
  • Contingency Rates and Buckets
  • Balance Calculation Basics
  • Adjusting Commercial Rates and Suit Fees
  • 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
  • Resetting Passwords
  • Renumbering or Deleting a Case File
  • 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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Enabling Pop-Ups

This document details the procedures to enable pop-ups in CMPOnline.

Steps in this process are very similar for each browser and operating system. We will detail below the general steps that apply to each browser, then include some browser specific instructions at the end.

Enable Pop-Ups

(Chrome, Edge, Firefox, Safari)

  • Open CMPOnline in a browser of your choice.
  • Navigate to the User Preferences area, located in the top right between the New Case File button and the Log Out button.
    • On this screen, you are able to test if your pop-ups are enabled for CMPOnline.
      Click “test popups”.
      • If a new window opens and you see the working popups screen, you already have yours enabled.
      • If a new window does not appear follow the instructions below.
  1. At the top of your browser window, within the address bar, click on the popups icon. If you cannot identify this icon, see below for browser specific reference.
  2. Simply click Allow and return to CMPOnline to test again.
  3. Now, after clicking “test popups”, you should be brought to a new window showing the working popup screen. If not, please contact us at support@casemasterpro.com and we will provide further assistance in correctly enabling popups for CMPOnline.

Browser Pop-ups Icons

Chrome
Edge
Firefox
Safari

Managing Browser Pop-Up Blockers Video Highlight

Browser Integration, Browser Settings, Documents, Pop-Ups, User Preferences

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Table of Contents
  • Enable Pop-Ups
  • Browser Pop-ups Icons
  • Managing Browser Pop-Up Blockers Video Highlight

CMPOnline by Case Master Pro
P.O. Box 252
Georgetown, FL 32139
phone: (386) 675-0177

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Software Features

  • Case Management
  • Billing & Accounting
  • CMP Imaging
  • Administration
  • Reporting
  • Document Management
  • Software Integration

Add-on Features

  • Email Automation
  • Payment Processor Integration
  • Client Dashboard
  • Payment Dashboard
  • Outside Counsel Login
  • EDI Interfaces
  • Direct Check Module
  • Data Conversion

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