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General Case Management

34
  • Workflows
  • Understanding Settings Hierarchy
  • Status Bar
  • 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

15
  • Void Checks
  • Transactions Check Register
  • Searching for Checks
  • Preparing and Finalizing Bills
  • 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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Returned Mail Feature

Overview

CMPOnline’s “Returned Mail” feature allows for users to mark if a debtor has returned mail. This feature also indicates to users that a debtor has returned mail by highlighting their address red on the main case file screen. This document will detail how to turn on the “Returned Mail” feature, how to mark if an opponent has returned mail, and where to find the address in red on the main case file screen.

Note: If you do not see the “Opponents” section in any step, keep in mind that terminology may be customized to “Debtors”, “Tenants”, etc. depending on the case type of the file.

Turning on the “Returned Mail” Feature

  • Navigate to Administration > Setup > Company > (Advanced)
  • Scroll down to the “Opponent Settings” section.
  • Check the “Show Returned Mail” checkbox.
  • Click “Save”, either at the bottom of the page or in the header.

Marking if an Opponent has Retuned Mail

  • Navigate to Case File > Opponents.
  • At the bottom, below the address, check the “Returned Mail” box.
  • If you do not see this Returned Mail box, ensure the previous “Turning on the “Returned Mail” Feature” steps have been completed and saved correctly.

Viewing a File with Returned Mail

  • Navigate to Case File > Main.
  • Under the “Opponents” section, click the plus sign to expand the opponents cards.
  • If the Returned Mail box has been checked, the address will now appear in red.
Note: The “Returned Mail” checkbox does not add reviews to the case file for further case handling. To add a review manually, please see our “Adding and Using Review Codes” help document.

Returned Mail Feature Video Highlight

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Table of Contents
  • Overview
    • Note: If you do not see the “Opponents” section in any step, keep in mind that terminology may be customized to “Debtors”, “Tenants”, etc. depending on the case type of the file.
  • Turning on the “Returned Mail” Feature
  • Marking if an Opponent has Retuned Mail
  • Viewing a File with Returned Mail
    • Note: The “Returned Mail” checkbox does not add reviews to the case file for further case handling. To add a review manually, please see our “Adding and Using Review Codes” help document.
  • Returned Mail Feature Video Highlight

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