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  1. Add Bankruptcy button. Used to add a new bankruptcy to the case file. See Adding a Bankruptcy.

  2. Bankruptcy table. Contains the bankruptcy details and allows various actions to be performed on them. See Bankruptcy Table.

Bankruptcy Table

The Bankruptcy table is where the details of bankruptcies are stored. Each row of the table represents an individual bankruptcy. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.

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  1. Party Name: The party that filed for bankruptcy.

  2. Bankruptcy Type: The chapter of the Bankruptcy Code under which the bankruptcy was filed.

  3. Court: The court overseeing the bankruptcy proceeding.

  4. Judge: The judge overseeing the bankruptcy proceeding.

  5. Docket No: The docket number of the bankruptcy proceeding.

  6. Trustee: The trustee in the bankruptcy.

  7. Retained by Trustee: The date your firm was retained by the trustee who assumed the plaintiff's interest in the lawsuit.

  8. Attorney: The bankruptcy attorney retained by the party.

  9. Proof of Claim Filed: The date a proof of claim was filed on behalf of your client against the bankrupt defendant.

  10. Date of Discharge: The date the bankruptcy discharge was entered.

  11. Action Column: Right-click icon; right-click menu contains Edit and Delete.

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Additional columns are available for the All Contacts table, which can be added by clicking on the Show/Hide Columns button in the Layout Menu. Columns can also be hidden using the Show/Hide Columns button. See Tables for See Tables for general information about table structure and usage. The additional available columns are:

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To edit a bankruptcy:

  1. Click the rightthe right-click icon in icon in the untitled column of the row representing the bankruptcy you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.

  2. Click the Edit option in the menu. This will bring up an Add/Edit panel for bankruptcies, with the existing information filled in.

  3. Fill the fields in with your desired information. See The Add/Edit Bankruptcy Panel for details about the fields.

  4. Click Save to save the changes and close the panel.

    • If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

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To delete a bankruptcy:

  1. Click the rightthe right-click icon in icon in the untitled column of the row representing the bankruptcy you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.

  2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).

  3. Click the OK button in the message to confirm the deletion.

    • If you decide you do not wish to delete the bankruptcy, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.

    • Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

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  1. Click the Add Bankruptcy button. This will bring up an Add/Edit panel for bankruptcies, completely blank.

  2. Fill the fields in with your desired information. See The Add/Edit Bankruptcy Panel for details about the fields.

  3. Click Save to save the bankruptcy and close the panel.

    • If you decide you do not wish to save the bankruptcy, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

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