blog.trialworks.com
November – 2016 – TrialWorks Blog
http://blog.trialworks.com/2016/11
TrialWorks Case Management Software. Instant Client Birthday Report. Quick Global Calendar Report. Mass Reassign Case and Docket Entries. TrialWorks Tip of the Week. All posts in November 2016. November 17, 2016 in TrialWorks Tip of the Week. Email Notification for New Case. November 10, 2016 in TrialWorks Tip of the Week. Using Status and Priority Codes.
blog.trialworks.com
Update Firm Holidays – TrialWorks Blog
http://blog.trialworks.com/2017/01/06/update-firm-holidays
TrialWorks Case Management Software. Instant Client Birthday Report. Quick Global Calendar Report. Mass Reassign Case and Docket Entries. TrialWorks Tip of the Week. Posted in TrialWorks Tip of the Week. It’s official. It is now 2017! Make sure to update your Holiday List within TrialWorks to avoid calendaring any important dates on a Holiday. Go to Settings and Select Holidays:. Update all Holidays including court-related holidays. Use the door to close and save. Docketing on a Holiday.
blog.trialworks.com
Create a Holiday Letter Template – TrialWorks Blog
http://blog.trialworks.com/2016/12/09/create-a-holiday-letter-template
TrialWorks Case Management Software. Instant Client Birthday Report. Quick Global Calendar Report. Mass Reassign Case and Docket Entries. TrialWorks Tip of the Week. Create a Holiday Letter Template. Posted in TrialWorks Tip of the Week. Set up Your Template:. Start in Word with a blank page or a letter template. Make sure to insert TrialWorks Bookmark codes to pull information into a template. Typically we recommend the following for a letter:. Generate Holiday Template Letter:. Required fields are mark...
blog.trialworks.com
December – 2016 – TrialWorks Blog
http://blog.trialworks.com/2016/12
TrialWorks Case Management Software. Instant Client Birthday Report. Quick Global Calendar Report. Mass Reassign Case and Docket Entries. TrialWorks Tip of the Week. All posts in December 2016. December 9, 2016 in TrialWorks Tip of the Week. Create a Holiday Letter Template. Set up Your Template: Start .. December 2, 2016 in TrialWorks Tip of the Week. Holiday Season Mass Client Mailer.
blog.trialworks.com
July – 2016 – TrialWorks Blog
http://blog.trialworks.com/2016/07
TrialWorks Case Management Software. Instant Client Birthday Report. Quick Global Calendar Report. Mass Reassign Case and Docket Entries. TrialWorks Tip of the Week. All posts in July 2016. July 21, 2016 in TrialWorks Tip of the Week. Working with the Global Address Book. July 21, 2016 in TrialWorks Tip of the Week. Quick Contact Info from Current Case. View Contacts Quickly Without leaving the tab you are working in, click on Current Case On the .. July 8, 2016 in TrialWorks Tip of the Week. Intake and ...
blog.trialworks.com
Using Status and Priority Codes – TrialWorks Blog
http://blog.trialworks.com/2016/11/10/using-status-and-priority-codes
TrialWorks Case Management Software. Instant Client Birthday Report. Quick Global Calendar Report. Mass Reassign Case and Docket Entries. TrialWorks Tip of the Week. Using Status and Priority Codes. Posted in TrialWorks Tip of the Week. The Case Status and Priority Codes are admin features designed to be customized for any firm. Use these fields to view instantly the true stage a case is in. Applying these fields to a case will reflect into a variety of case reports and built in Dashboards. Apply the sta...
blog.trialworks.com
September – 2016 – TrialWorks Blog
http://blog.trialworks.com/2016/09
TrialWorks Case Management Software. Instant Client Birthday Report. Quick Global Calendar Report. Mass Reassign Case and Docket Entries. TrialWorks Tip of the Week. All posts in September 2016. September 30, 2016 in TrialWorks Tip of the Week. September 23, 2016 in TrialWorks Tip of the Week. Versioning Word Documents in TrialWorks. September 9, 2016 in TrialWorks Tip of the Week. One-Click Email from Parties Tab. Now a day’s using email to connect with your Clients or Other Parties has become the...
blog.trialworks.com
December – 2015 – TrialWorks Blog
http://blog.trialworks.com/2015/12
TrialWorks Case Management Software. Instant Client Birthday Report. Quick Global Calendar Report. Mass Reassign Case and Docket Entries. TrialWorks Tip of the Week. All posts in December 2015. December 18, 2015 in TrialWorks Tip of the Week. Using TrialWorks’ Automated TimeKeeping. December 14, 2015 in TrialWorks Tip of the Week. Keep Track of Time With TrialWorks’ TimeKeeper. Need to track the time? Use TrialWorks’ TimeKeeper feature! December 3, 2015 in TrialWorks Tip of the Week. Click on ‘Reports’ f...
blog.trialworks.com
January – 2016 – TrialWorks Blog
http://blog.trialworks.com/2016/01
TrialWorks Case Management Software. Instant Client Birthday Report. Quick Global Calendar Report. Mass Reassign Case and Docket Entries. TrialWorks Tip of the Week. All posts in January 2016. January 29, 2016 in TrialWorks Tip of the Week. FileIt Error Message and the Office Save As Feature. Received an error message when using FileIt recently? Wondering why a document in your list didn’t or won’t file? January 22, 2016 in TrialWorks Tip of the Week. Setting Case List Filters. With our new Log Off Polic...