Training

TRAINING TIP #12 Your Content Goes Here STEP ONE To set up an alert for another user, save your results first (FILE/Save). Then click FILE/Share Alert. STEP TWO Select the users you want to set up the alert for, then click the green TURN ON ALERT button at the top of the list and select a frequency for the alert. STEP THREE You’ll then see their frequency change. Note that frequencies set to "None" will deactivate the alert. You can then [...]

TRAINING TIP #13 Your Content Goes Here OPTION ONE There are a couple of easy ways to view a list of your alerts. Click the Navigation Icon in the top right of the page, then click Alerts. OR OPTION TWO Click the Navigation Icon in the top right of the page. Then click Binder Wall. Then click "Filter List," check the "Alerted" box and click "APPLY."

TRAINING TIP #14 Your Content Goes Here STEP ONE Click the Navigation Icon in the top right of the page. Then click Binder Wall. STEP TWO Then click "Filter List," check the "Shared By Me" box and click "APPLY."

TRAINING TIP #15 Your Content Goes Here OPTION ONE There are several easy ways to change the name of your binder, which is also the subject line of your alert. Click the binder name at the top of the page to edit it. Type enter to commit. OR OPTION TWO In the FILE menu, click Rename. This highlights the binder name at the top of the page and allows you to type in a new name. After typing in the [...]

TRAINING TIP #16 Your Content Goes Here STEP ONE Click Search for Cases on the Search page. STEP TWO Type in your party, attorney or firm in the appropriate filter box. STEP THREE Click the down-arrow next to the word Parties and select "Asserting Parties" as the role, then click SAVE to commit the selection. STEP FOUR Click VIEW RESULTS in the top right of the page.

TRAINING TIP #17 Your Content Goes Here STEP ONE Click Search for Cases on the Search page. STEP TWO Type in your firm in the Firms box, wait for the drop-down suggestions and click on the firm’s name to select it. STEP THREE Click the little down-arrow next to the word Firms and select "Asserting Party Firms" as the role, then click SAVE to commit the selection. STEP FOUR Click VIEW RESULTS in the top [...]

TRAINING TIP #18 Your Content Goes Here STEP ONE Select the binder you would like to transfer. STEP TWO Once the binder loads, click "Binder Information." STEP THREE In the box that opens, click in the “Binder Owner” text box, then select the user you would like to transfer the binder to. Click “SAVE INFORMATION.”

TRAINING TIP #19 Your Content Goes Here STEP ONE On the Search page, under "Profiles," type a keyword or number, such as a case number or a judge's last name in one of the search boxes, and wait for the drop-down suggestions. STEP TWO When the item you are interested in pops up as a suggestion, click on it. This takes you to a binder populated with searches specific to your criteria. TIP: Click the search tabs on the left side of the page to view individual [...]

TRAINING TIP #20 Your Content Goes Here STEP ONE To filter by multiple party roles, find the “Parties” filter box and click the PLUS ICON to create an additional filter box. STEP TWO Once you have as many filter boxes as you need, click on the DROPDOWN ARROW beside the role type and SELECT your desired role for that filter box, then click SAVE. STEP THREE If you do not see the role you are looking for in the dropdown, click [...]

TRAINING TIP #21 Your Content Goes Here STEP ONE Select the PDFs you wish to download by checking the small checkbox on the documents icon. OR Select all PDFs by clicking the box at the top of the column. STEP TWO Click OPTIONS at the top of the results, then click Download Selected. STEP THREE To get to your Downloads page, click the Navigation Icon in the top right [...]