How to Setup an Opposing Order in Photocopy

An opposing order is a work order used to track requests for recorders received from the opposing attorney on a specific case. The attorney can select one or all facilities records as noted on the form they return with payment authorization.

To generate an opposing Order, first enter in the workorder-location for the original order into your list view by typing a period then the workorder-location. The following screen will appear:

The system can setup a default job number as shown in the first field. Tristar can adjust your settings to put in a special prefix and starting number for your opposing orders.

The ordering customer list is populated from the list of opposing counsels for the order. If you have someone else requesting records (not an opposing counsel on the original order)  please edit the original order first and add that party to the opposing list, then go back and generate the opposing order. That method will help keep everything straight on the order. The list of bill to parties is also populated from the original order. You can add / update this drop down with any customer in your database or add a new customer. 

Finally, select the facilities to copy using windows selection rules (Shift left click for a list, or control left click to pick random  facilities. Once everything is properly setup, click OK to generate the new opposing work order.  The full order will open up for editing. Once you complete your edit (possibly setting up their file number). click OK to complete the process. You can then right click and invoice any facility that has records already. You can also track and bill the facility later as the records are obtained.

You can also setup a special billing style for opposing orders so you can limit the type and modify the amounts charged for opposing orders to better fit your way of doing business. 

 

• Related Articles

• How to Import an Order into WinCopy

  Once you client completes entry of an order on our website, you can import the order through the dashboard link in Wincopy: by clicking the number the import queue is displayed: Now right click on the order to import the job: The bill to screen ...

• How to Set the Employee Signature on Your Photocopy Documents

  Tristar's library forms include the ability to have your employee electronically sign (printed bitmap) your letters to your customer. Before setting up the signature, you will need to upload the signature. To set that signature you must setup the ...

• How to Setup Your Software on a New Computer

  Here is a video on how to download and install the software:https://youtu.be/Vx7vNNBtKqU The written instructions are below. Tristar software has software updates on a regular basis. Any computer in your office with our software can be checked to see ...

• How to Setup a Client Prepared Subpoena in Photocopy

  The client prepared subpoena part of the Wincopy package construction should be setup as follows: 1. Set the client prepared subpoena checkbox: In order to complete the setup for each facility you need to click on the pdf attachment tab: to complete ...

• WinCopy Task Manager

    Task View This tab is an optional feature to WinCopy. It gives the ability to select columns and review jobs that need to be dealt with each day using our action date tickler system. Each time you update action information on the system this tab is ...