Order Entry Overview

Order Entry Overview

Summary: WinCopy’s Order Entry organizes data by tabs; defaults guide quick entry.

Quick answer

Complete main case fields, then move through tabs (Bill To, Patient, Court, Opposing, Ship‑To, Facilities, etc.).

What you need

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

Steps

  1. Enter main header (customer, who they represent, plaintiff/defendant, file number).
    media/order-entry-overview-01.png

    [Insert screenshot for Step 1]

  2. Use Ctrl+Tab to move across tabs.
    media/order-entry-overview-02.png

    [Insert screenshot for Step 2]

  3. Follow release‑type defaults and verify required fields.
    media/order-entry-overview-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Printing documentation produces the correct package per release type.

Troubleshooting

If the release type changes later, revisit Facilities/Subpoena tabs to confirm fields.

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