Getting Started with WinCopy

Getting Started with WinCopy

Summary: Initial setup path: enter/convert customers, set up courts and servers, run sample jobs, then configure billing.

Quick answer

Start by loading customers, courts (if outside CA), and servers; then enter a few sample jobs end‑to‑end to validate documents and billing.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate role/permissions (as required)

Steps

  1. Enter or convert your customer master records.
    media/wincopy-getting-started-01.png

    [Insert screenshot for Step 1]

  2. Set up Courts (especially if operating outside California) and add Servers.
    media/wincopy-getting-started-02.png

    [Insert screenshot for Step 2]

  3. Create a few sample orders and run the full workflow through printing and billing.
    media/wincopy-getting-started-03.png

    [Insert screenshot for Step 3]

Confirm it worked

You can print standard packages and generate invoices for the sample jobs.

Troubleshooting

If models do not print as expected, use HELP ▸ LOAD MODELS and verify release type defaults.

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