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We suggest that you click
on each link and view all videos, starting with the one at the top.
This will enable you to fully comprehend all important functions,
such as how the software is set up, how to add employees, courts,
clients and other essential set up information. You will also learn
everything there is to know about entering records, generating and
customizing affidavits and other forms, entering invoices, generating
worksheets and status reports, online status reports, automated
job and document submission by your clients, and lots more.
Everything will make more sense if you take the time to review
all functions.
After viewing each video, just press the
back button on your browser to return to this screen.
NOTE: These films are FLASH files.
The quality and resolution of the actual software screens are much
higher resolution than the flash movies. We will be adding
more movies as they are completed. Software is supplied with
video training movies. One-on-one unlimited
training by Case Manager tech support is also provided.
 THE TIME
IT WILL TAKE YOU TO VIEW EACH VIDEO IS LISTED BELOW
Allow
up to 10 seconds for a film to load and "start" screen
to appear At the bottom of each film is a slide BAR that allows
you to "pause the film" or to move up and back to segments
of the film. If you pause the film then you can click on the PLAY
> icon to resume. There is also a SOUND icon to the far right
of the slide bar which enables you to increase or decrease the volume
of the sound.
SETTING
UP THE SOFTWARE AFTER INSTALLATION
 How
you set up the software for use by your company 14
Min: 21 sec.
How you set up the software "lists" to automate data entry 5
Min: 18 sec.
How
you add clients to your software database 9
Min: 33 sec.
How
you add employees and outside contractors to your software database
8 Min: 3 sec.
ENTERING
PROCESS SERVING DATA INTO CASE MANAGER
How
To Enter Records Into Case Manager (Main Process Info Screen)
4 Min: 57 sec.
How
To Use "Shortcut Keystrokes" To Enter Records
3 Min: 50 sec. (updated 5/15/08)
How
To Enter a Send-A-Way Service & Generate A Send-a-Way Letter
1 Min: 47 sec.
How
To Enter Payments To Servers And Generate Pay Statements
1 Min: 48 sec.
How
To Enter Completed Services Into Case Manager
8 Min: 17 sec.
How
To Print State Forms For Your State And Others
8 Min: 17 sec. (updated 5/15/08)
How
To Make An Invoice 5 Min: 56 sec.
How
To Enter Payments Received Against Invoices
2 Min: 45 sec.
How
To Enter Invoice Pre-Payments 6 Min: 0
sec. (updated 5/20/08)
How
To Generate A Worksheet & Status Report And Send To Your Client
2
Min: 6 sec.
Generating
Reports, Memorandums & Miscellaneous Functions
3 Min: 58 sec.
How
To Print Envelopes Addressed to Defendants, Clients, Process Servers 1
Min: 0 sec.
Utilities
For General Accounting Input & Generating Income & Expense
Reports 5
Min: 40 sec.
UPLOADING
RECORDS TO YOUR ONLINE DATABASE
FOR VIEWING BY YOUR CLIENTS
How
to upload records to your online database for viewing by clients
2 Min: 57 sec.
HOW
YOUR CLIENTS VIEW THE STATUS OF RECORDS ONLINE
How
your clients view the status of paper served ONLINE 4
Min: 26 sec.
HOW
YOUR CLIENTS VIEW INVOICES ONLINE
How
your clients view INVOICES ONLINE 1
Min: 5 sec.
HOW YOUR CLIENTS SUBMIT NEW JOBS & DOCUMENTS
TO YOU ONLINE
How
your clients submit new jobs and documents to you online
3 Min: 33 sec.
HOW
YOUR PROCESS SERVERS EDIT RECORDS ONLINE
| The only people who can edit records
online are the company owner and process servers that work for
your company, provided that when you set up an employee, you
indicated that they had permission to edit records online....otherwise
they would only be able to view records and accompanying affidavits
(See
employee setp movie). The below movie is more specific
on this. |
How
your process servers edit records online
2
Min: 30 sec.
HOW TO CREATE CUSTOM FORMS OF ANY TYPE
You
must view the introduction in order to understand the other custom
forms videos
Creating
Custom Forms - Introduction 2 Min: 15
sec.
How
to modify the forms that are contained in Case Manager
10 Min: 44
sec.
How
to create your own Custom Forms of any type 5
Min: 9 sec.
CLICK
HERE TO VIEW ALL THE STANDARD FORMS
THAT ARE INCLUDED IN THE CASE MANAGER SOFTWARE
HOW
TO GENERATE REPORTS OF ALL TYPES
Case
Manager contains numerous reports containing information about clients,
invoices, payments to process seervers, accounts receivable and
much more. You will need to click on each report
to view it and determine the ones that suit your business as most
of these reports have been added due to requests from Case Manager
users over past years.
At the top portion of the Case Manager screen, there is a drop down
link titled "Reports", which displays links to all reports.
Additionally, there are many invoicing reports. To view them simply
click on the INVOICING button on the process info screen of Case
Manager, and you will see buttons clearly labeled as to what each
report contains. Clicking on a button will display the report.
New
Features: 6 Min: 15 sec.
1 - Setting up optional "online invoice review" by clients
2 - Setting up optional "automated bulk emailing of status
reports etc." to clients
3 - Setting
up an optional EDI feature for those users who wish to have "Electronic
Data Transfer" set up
for any of their clients
4 - Setting up optional "online data updating" for send-away-servers
New
Feature - Print County With Court Name (in caption) 1
Min: 8 sec.
(updated 5/15/08)
CLICK
HERE TO VIEW A QUICK SUMMARY OF ALL SOFTWARE FEATURES
and to view all software
screens and additional information about software funtions
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