Looking to expense postage? Need to keep track of your filing fees? Enter the expenses in the ‘Costs’ tab. Click on the ‘Costs’ tab. Click the icon with the Yellow Plus Sign along the button bar. When the Expense Detail Window opens, fill in the appropriate fields. Date: Enter the date of the invoice Task Code: Use the dropdown to …
Need a reminder to answer a complaint in 20 days? Only 10 days left to file a pleading? Create a Docket reminder from a document! Click on the Documents Tab To create a docket entry based on a document, select the document’s line item. Click the TW Docket Icon from the Button Bar. Fill in the fields to complete add …
Last week we touched on the benefits of applying a FastTrack to cases. Today, let’s take a look at the different places we can create, edit and complete those docketed items. (1) Create a new docket entry by clicking the Docket Icon: Click Home. Click the Docket icon. The Add a Tickler window will default to the current case; however, …
A FastTrack is a checklist of important Task’s and To-Do’s. Applying a FastTrack can help automate the handling of a case by calculating deadlines and adding several docket entries in one click. Items in a Fast Track can be linked, or contingent upon each other. Once a docket entry is marked completed, the process will trigger the user to add …
Received an error message when using FileIt recently? Wondering why a document in your list didn’t or won’t file? First, if the document you are trying to transfer into a matter is open, it won’t transfer. Code all documents you wish to transfer into a client matter by selecting the Case Name & appropriate tab. Once you have coded …
Sick of wading through cases that you’re not assigned to or you never work on? Set a filter for your TrialWorks to see only the cases you need to work on. Here’s how to set a default for your TrialWorks: Click ‘User Tools’ from the Home Ribbon Click ‘Default Values’ Next, click ‘Case List Filters.’ Keep in mind, this is …
We received many requests in 2015 hoping to be able to change the font size in TrialWorks, in particular, to make it bigger! According to our System Requirements, a resolution of 1024×768 is the minimum size allowed before TrialWorks looks distorted and starts to lose some functionality. If the font is too small for you, your monitor’s resolution may be …
With our new Log Off Policy in full effect, as Hosted Customers, you may experience losing a previously unsaved Microsoft Office, Excel, Word or PowerPoint document after being automatically logged off. Here are the steps to recover your unsaved document in Microsoft Office 2010 if you inadvertently lose the document due to it not being saved: 1. Open the Microsoft Office 2010 …
Logoff Policy Change Effective: Monday, January 11, 2016 Please be advised, all TrialWorks users in the Hosting Environment who are disconnected or idle for 3 hours will now automatically be logged off from the Hosted Environment. This policy change is especially important for users who leave Microsoft Word or Excel documents open that are not previously saved. Please make sure to save …
Start 2016 off right! Hide unnecessary information on YOUR TrialWorks. Lately, we’ve received several calls regarding modifying the TrialWorks display such as adding or removing a field on a tab or resetting the layouts to be able to view all information properly. Choose the tab to modify. Clicking the title of the field (‘Home Phone’) will highlight and select …