WinCopy
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 ...
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 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's Ship to Based Complex Email Records are Ready Documentation
The complex records are ready setup is configured as follows on an order: You need to select a ship via description that includes the word download. You must say you have at least 1 set. You need to specify the email address and password for the ...
WinCopy's Simple Records and Ready Email Configuration is Easy to Use
The simple email records sends an email to the order's contact. when you click the send email the following email style is sent to your customer's contact: by clicking the send email button the following style of email is sent (it can be customized ...
When I Go to Invoice and the System Gives Me a Truncation Error
This issue is caused by the other records field on the facility miscellaneous tab. Please reduce the amount of information in that field. it has a 100 character limit for invoicing: You can copy the information to the field rep comments and it will ...
How to Code the Records Description and Merge Fields into Your Attachment or Records Description
The records description used in our subpoena and attachment is setup in our Maintain standard phrases screen: You can setup standard phrases for types of records and also for customers who want specific wording. Just click Add to begin setting up a ...
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 ...
How to Insert an Attachment Into Your Subpoena Package
The Photocopy PDF attachment system is pretty intricate. Please follow the instructions below to attach your PDF to an Authorization: 1. Update the attachment tab of the workorder : Please click the properties button once you load the attachment to ...
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 ...