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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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Two-Factor Authentication

Overview

In CMPOnline, two-factor authentication adds an extra layer of protection to your CMPOnline database. Used whenever logging in, two-factor authentication will send a text message to a trusted device with a 6-digit code that must be entered before logging in. If the code is not given or entered incorrectly, access is not granted.

Two-factor authentication is not included within CMPOnline. If you would like two-factor authentication enabled, please contact a CMPOnline representative.

Using Two-Factor Authentication

  1. Go to the log-in screen for your CMPOnline database. 
  2. Enter your credentials: username and password.
  3. Click Sign-In
  4. Open your trusted device and open the text message labeled “CMPOnline Security Code”
  5. Enter the 6-digit code from the text message into the “Enter Security Code” box in your browser.
  6. Click “Submit Code”

Adding Phone Numbers for Users

Users receive their code through a trusted device. This device must have a valid phone number so that it can be entered by an administrator.

  1. To enter a device for a user, navigate to Administration > Security > Users.
  2. Select and edit the user you would like to set-up two-factor authentication for.
  3. In the “2FA Cell Phone Num” box, enter the phone number attached to the trusted device of the user.
  4. Click save.

Two-Factor Authentication Video Highlight

2FA, MFA, Multi-Factor Authentication, Two-Factor Authentication
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Table of Contents
  • Overview
  • Using Two-Factor Authentication
  • Adding Phone Numbers for Users
  • Two-Factor Authentication 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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