General Navigation Menus and Buttons

Overview

The navigation in CMPOnline is intuitive and easy to learn. Organized similar to many of your other favorite websites, CMPOnline features a menu, navigation bar, and search features. This document will help you find and utilize the many buttons offered throughout the program.

CMPOnline Menu

1. Collapsible Menu Items – Click here to open and close the main menu items, including Case File, Contacts, Tools, Accounting, and Administration.
   
2. Current Page – The page you currently have selected is notated by a bolded label on the left and a small arrow to the right. 
   
3. Menu Collapse – Use this arrow to hide the side menu, and use the same button to show the menu once hidden.

Navigation Buttons

1. Daily Dashboard – Click here on our logo to navigate to your daily dashboard.
2. Save – Click here to save the current case file. It’s recommended to save after any changes you make to a case file.
3. Previous Case File – Click here to navigate to the previous case file numerically.
4. Next Case File – Click here to navigate to the next case file numerically.
5. Refresh – Click here to refresh the case file. You’ll want to refresh the case file anytime you wish to see changes made by another user that have not appeared yet.
6. Last Case File – Click here to navigate back to the last case file you had loaded.
7. Next Case File in List – Click here to navigate to the next case file in your review list.
8. Last Case Files Viewed List – Click here to view the last 10 case files viewed.

Help, Support, Preferences, and Other Useful Buttons

1. Need Help? – Click here to view a page of YouTube video tutorials.
2. Question Button – Click here to view a quick pop-up explaining the current page you have loaded.
3. Contact Support – Click here to send a question to our CMPOnline support team.
   Please include your firm, file number, and relevant information to the issue when contacting support.
4. Favorites – Click here to view your favorited CMPOnline pages.
5. CMPOnline Search – Click here to search for a case file using many of CMPOnline’s fields.
6. Direct Case File Search – Enter the case file number for the file you wish to visit here.
7. New Case File Button – Click here to open a new case file.
8. Preferences – Click here to access your personal user account preferences in CMPOnline.
9. Log Out – Click here to log out of the application.
10. CMPOnline Billing Timer – Click here to access the CMPOnline Billing Timer.
    Must be activated under administration.

General Navigation Menus and Buttons Video Highlight