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General Case Management

19

Adding Hold Codes
Adding a Legal Status
Editing Bad Phone Numbers and Addresses
Workflows
Imaging
Image Sharing
Adding Payment Arrangements
Creating a New Case File
Adding New Activity Codes
Creating a New Client (Part 1 of 2)
General Navigation Menus and Buttons
Understanding Settings Hierarchy
Creating a New Client (Part 2 of 2)
Importing New Files
Adding Wage and Bank Garnishments
Abbreviations
Opposing Attorneys
Case File Basics
Adding and Using Review Codes

Security

2

Two-Factor Authentication
Resetting Passwords

Add-Ons

2

Microsoft Outlook Add-On
Adding an Enhanced Email Signature

Document Management

4

Basic Document Generation
Advanced Document Generation
Building Document Expressions
Adding a Signature

Accounting

11

Searching for Checks
Generating a Client Remittance Report
Transactions Check Register
Entering Client Invoice Payments and Unpaying Bills
Preparing and Finalizing Bills
Adding Wage and Bank Garnishments
Balance Calculation Basics
Accounting Reports
Contingency Rates and Buckets
Entering and Printing Checks
Void Checks

Preferences

3

Enabling Pop-Ups
Adding Top Buttons to Grids
Resetting Passwords

Administration

9

Batch Internal Status Updates
Image Restore
Reassigning Reviews, System Users, and Default Users
Adding New Activity Codes
Automations
Abbreviations
Adding and Using Review Codes
User Defined Fields
Resetting Passwords

Tools

3

Importing New Files
Importing Batch Images
Custom Reporting

CMPOnline Support

1

SOS Support Line Access Instructions

Hold Codes

Adding Hold Codes
Opposing Attorneys
User Defined Fields

CMPOnline by Case Master Pro
P.O. Box 5722
Gainesville, FL 32627
phone: (386) 675-0177

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