Case Master Pro
  • Home
  • Software Features
    • Case Management
    • Billing & Accounting
    • CMP Imaging
    • Administration
    • Security
    • Reporting
    • Document Management
    • Software Integration
  • Add-ons
    • Email Automation
    • Integrated Payments
    • Client Dashboard
    • Payment Dashboard
    • Outside Counsel Login
    • EDI Interfaces
    • Direct Check Module
    • Data Conversion
  • Resources
    • Help Documentation
    • Help Videos
    • Support
    • Debt Collection Blog
    • Software Enhancements
  • About Us
    • About Case Master Pro
    • Testimonials
    • Contact Us
  • Free Demo
Select Page

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
View Categories

Image Sharing

Overview

Image sharing in CMPOnline allows for easy distribution of images saved within a case file. This is helpful if you would like to share a collection of images with someone without access to your CMPOnline. Along with the images, shares will also be able to show information about the images such as the description, any notes, original file name, and date entered.

Creating the Image Share

  1. Open CMPOnline and navigate to Case File > Imaging.
  2. Click the “Action” button in the top left and select “Create Image Share”.
  3. A new column labeled “X” will appear, check the box in this column for each image you would like to include in your share.
  4. Again, click “Action” and then “Create Share”.
  5. In the “Set Expiration Date” pop-up, you can set the number of days, hours, or minutes your share will be available. (After the expiration date has passed, those with the image share will no longer have access to the images)
  6. A link to your image share will be copied to your clipboard, you can send this link to anyone you wish to have access to the images selected.

Viewing Past Shares

  1. Open CMPOnline and navigate to Case File > Imaging.
  2. Click the “Action button” in the top left and select “View Image Shares”.
  3. In the Shares pop-up, you will see five columns:
    1. Link- Click to retrieve the link to a past image share.
    2. Entered By- This shows the user that originally entered the share.
    3. Entered Date- The date the share was created.
    4. Expiration Date- The date the share will expire.
    5. Actions- Provides the option to cancel a share if needed, which will disable the link for anyone who may have it.

Image Sharing Video Highlight

Case Management, Client Correspondence, Document Integration, Documents, File Sharing, Imaging, Paperless Office, Share Files

Share This Help Document:

  • Facebook
  • X
  • LinkedIn
Table of Contents
  • Overview
  • Creating the Image Share
  • Viewing Past Shares
  • Image Sharing Video Highlight

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

Contact Us

  • Facebook
  • LinkedIn
  • YouTube
  • Twitter
  • RSS

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

Discover the Features Every Law Firm Needs

  • About Our Legal Case Management Software Company
  • Case Management Software
  • Debt Collection Software with Custom Reporting
  • Legal Billing Software
  • Legal Software Administration
Copyright © 2005-2025 Case Master, Inc. All rights reserved.