WebExpress Imports: Orders, Facilities, Attachments

WebExpress Imports: Orders, Facilities, Attachments

Summary: Import sequence: verify bill‑to, import Opposing → Facilities → Attachments; then review tabs.

Quick answer

Always import facilities before attachments so PDFs can bind to locations.

What you need

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

Steps

  1. Open Web import; confirm bill‑to company first.
    media/webexpress-imports-01.png

    [Insert screenshot for Step 1]

  2. Open Opposing/Facility/Attachment tabs and import where buttons show counts.
    media/webexpress-imports-02.png

    [Insert screenshot for Step 2]

  3. Review Bill To, Opposing, Facilities, Subpoena, Misc, and PDF Attachments tabs in order.
    media/webexpress-imports-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Order fields populate and attachments link to facilities.

Troubleshooting

If attachments don’t appear, verify facilities were imported first.

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