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Facility Maintenance & Related Facilities
Summary: Manage facilities and relationships. Quick answer Maintain facilities and link related locations. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open Facility Maintenance media/maintenance-facilities-related-01.png [Insert ...
Status System Overview & Setup
Summary: Standard statuses, next actions, departments, and email templates drive predictable progress. Quick answer Define Status Items and Next Actions; use Department and auto‑status flags for consistency. What you need WinCopy SQL v9.0.06+ ...
Email Settings & Auto Email Templates
Summary: Configure SMTP settings and build HTML templates with merge fields; attach models when needed. Quick answer Set SMTP (test before exit); in templates, check Enable HTML and insert merge fields; attach models tagged with @T. What you need ...
Courts, Case Types & Calendars
Summary: Administrative calendars and defaults. Quick answer Maintain courts and holidays. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Edit courts media/maintenance-courts-calendars-01.png [Insert screenshot] Set case types ...
Release Types & PDF Type Titles
Summary: Control document packaging. Quick answer Configure release types and PDF titles. What you need WinCopy SQL v9.0.06+ Appropriate permissions Steps Open Release Types media/maintenance-release-pdf-types-01.png [Insert screenshot] Set defaults ...