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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
  • Editing Bad Phone Numbers and Addresses
  • Favorites Feature
  • File Status Codes
  • General Navigation Menus and Buttons
  • Image Sharing
  • Imaging (Paperless Office)
  • Importing New Files
  • Litigation Screens
  • Opponent Declares Bankruptcy Procedure
  • 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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Status Bar

Overview

In this document, we’ll be looking at the status bar in CMPOnline. The status bar shows important information about the currently loaded case file and is available to view on all screens in CMPOnline.

Setting the Status Bar

  • Navigate to Administration > Setup > Company > Advanced and Find the Status Bar Template field.
  • To add a field to the status bar.
    • Find the name of the field you wish to add using the merge field list provided when editing a document template for reference if needed.
    • Type the name of the field between braces: {FieldName}.
    • Add any additional text outside of the braces.
    • Click “Save”.
  • For example, if you wish to add the Client Reference to the status bar, type “{ClientReference}” into the status bar, or “Client Ref: {ClientReference}” if you wish to include a label.

Status Bar Video Highlight

Additional Features, Administration Settings, Case Management, Company Settings, General Navigation
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Table of Contents
  • Overview
  • Setting the Status Bar
  • Status Bar Video Highlight

CMPOnline by Case Master Pro
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Georgetown, FL 32139
phone: (386) 675-0177

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Software Features

  • Case Management
  • Billing & Accounting
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  • Administration
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Add-on Features

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

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