Need to quickly email multiple documents in a Case? Click on the ‘E-mail’ button located on the Home Ribbon. The ‘E-mail Form’ will open. (1) Select Case: The Case Name will default to the Case that you have open, however, click on the drop-down to access your Case List and select a different one. (2) Select the documents you wish …
Need to quickly email a single document to a contact in a case? Or email a document located in TrialWorks to an outside source? Here’s how! Go to the document you wish to email and right click on the blue hyperlink. Among the options, you can choose to convert and email the file as a PDF, or send it to …
Need to assign some Docket Items but can’t find the firm’s newest employee on the Assigned To list? Add them! Start at the Docket Tab. Add a new Docket Entry by clicking the button with the yellow plus sign along the bottom toolbar of the Docket Tab. Complete the details of the docket item. Make sure to include at least a …
Still using the Notes Tab to track a phone call? Then using the Docket to schedule a follow-up for that that same conversation? Then copying and pasting the conversation into an E-mail to be shared? Why?! Save some time and steps by using the ‘Call Log‘ Here’s a few ways how: Start at the Home Ribbon and click Call Log. …
Sick of having to change the sort order from ascending to descending? Tired of entering initials after every entry you make? Make your own user Defaults! Click on ‘User Tools’ from the home ribbon and then click on ‘Default Values’ Options for configuring your personal defaults will appear. Typist- Type the initials of the user’s workstation here. The typist column …
Uploaded a file to the wrong tab? Looking to move one or multiple documents into a different case? To move a single document, right click on the document’s subject then select ‘Transfer a Record’. Once the ‘Transfer a Record’ box opens, you have the option to stay within your current case or select the appropriate matter the document belongs in. …
Can’t remember what case that expert testified in… or what other clients saw that same doctor? Want to see how many cases a contact appears in? Use the ‘Contact Search’ button! Placed on the ‘Home’ ribbon Click ‘Contact Search’ to open the search window. In this example, I know the contact I want to find is a Judge whose first name …
Last week we learned where to keep Important Dates in TrialWorks. Now, it’s time to remember them by adding them to Outlook. Here are a few ways how: Click on the ‘Docket’ tab to access the Important Dates button. Along the bottom toolbar, click ‘Date Info’ All entries can be added at once by clicking the ‘Send All Entries to Calendar’ button To …
Wouldn’t it be convenient to take your Scheduling Order and enter all important dates at ONCE? Use the Important Dates button on the toolbar of the Docket TAB. Head to the ‘Docket’ tab to access the Important Dates feature. Along the bottom bar, click ‘Date Info’ Enter one date, or multiple dates. Create docket items, Outlook calendar entries or print a report. Check back …
In the business world, an effective way to manage your contacts is essential. Your system should be quick, simple, and modifiable. Did you know there are many different ways you can sort, create and view a contact list within TrialWorks? Head to the Reports section of the ribbon and select the Contactsdropdown. Choose from the following options: To learn the …