Getting Started
List View & Dashboard
Summary: Use the List View as your working inbox; the Dashboard shows daily counts and web import queues. Quick answer Type "." + job number to open, or search by case/file/patient/facility; use Dashboard counts and calendar to drill in. What you ...
Getting Started with WinCopy
Summary: Initial setup path: enter/convert customers, set up courts and servers, run sample jobs, then configure billing. Quick answer Start by loading customers, courts (if outside CA), and servers; then enter a few sample jobs end‑to‑end to ...
Task View (Action Date Tickler)
Summary: Track jobs that need attention by action date, action, and assigned employee. Quick answer Use Task View to filter by date range/action/assignee; update next actions during status entry. What you need WinCopy SQL v9.0.06+ Appropriate ...
Right‑Click Menu Productivity Shortcuts
Summary: Perform high‑volume actions from the list: edit, status, print packages, duplicate, and more. Quick answer Right‑click selected rows to access power actions; use Windows multi‑select (Shift/Ctrl). What you need WinCopy SQL v9.0.06+ ...