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INTERMEDIATE TRAINING

Documents Overview

  • Documents Screen

  • Attaching Documents

  • Generating Documents

  • Attaching Documents

  • Attaching Documents from Email

  • Barcode

  • Document Screen Right Click Functions

  • Emails

  • Photographs

  • Share Documents

  • Documents Search

Calendar Overview

  • Case Calendar

  • Office Calendar Filters

  • Office Calendar View

  • Linking Appointments in Outlook

  • Appointments/Court Events

Litigation Screens Overview

  • Summary

  • Complaints/Answers

  • Discovery

  • Depositions

  • Motions

  • Experts

  • Outstanding Items

Medical Records Overview

  • Medical Providers

  • Medical Requests

  • Medical Records Requests Dashboards & Reports

Special Damage Overview

  • Employment

  • Lien Tracking

  • School/Other Activities

  • Other Providers

  • Special Damages (Pulls from Medical Providers & above pages)

Negotiation/Settlement Overview

  • Settlement View

  • Negotiations

  • Negotiation Follow-Up Dashboard

  • Settlement

  • Adding Settlement/Distribution Checks

  • Settlement Report

Surrogate Overview

Timeline Overview

User Configuration

  • Contact Card

  • User Preferences

  • Change Password

  • Logout

  • No labels

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