What You Can Do in Lite

• Keep your same Security parameters.  The Security setup from the Main system is copied into Lite.  If a user is restricted on the Main system, the same restrictions will be in place in Lite.
• Export multiple files to add to separate Lite systems.
• Modify all Case information on existing cases transferred into Lite.
• View Account and Ledger records for cases on Lite.
• Modify and View documents if the QuikDocs option was selected at the time of export.
• Modify or Add Asset, Claim, Compensation, Memo, Expense and Time Sheet records.
• Run all standard Reports.
• Load and run all Final Reports.  (Note:  If you have customized Final Reports, you must copy them to the Lite system.  Call the Stretto Support Center at 800-634-7734 for assistance.)
• Import Claims.
• Add new codes to Tables.
• View offloaded Cases.

Note:  You can use the Calendar or the Export Wizard in either the Main or the Lite system, but this data will not transfer back and forth between machines.

What You Cannot Do in Lite

• Add new Cases.
• Add, modify or delete Accounts.
• Add, modify or delete Ledger transactions.
• Add, modify or delete passwords in Security.
• Case Purge.
• Manual Transmission.
• Global Change and Delete.
• Blanket Bond Disbursement.
• Print Checks or Deposit Tickets.
• Post or Reverse Claim checks.
• Import Lite cases to a Main system other than the one they were exported from.

What You Cannot Do in the Main System

• Global Change & Delete.
• Blanket Bond Disbursement.
• Access any case that has been exported to Lite.

When cases are ‘offloaded’ to the Lite system, certain restrictions apply to the Main system until either the cases are imported back in from Lite, or you run Clear Lite on the Main system.

IMPORTANT REMINDER:  IF YOU RUN CLEAR LITE, YOU WILL NOT BE ABLE TO MOVE YOUR WORK BACK FROM THE LITE SYSTEM.

Troubleshooting Lite Issues

Troubleshooting CaseLink LITE Issues – LITE EXPORT

The following article is provided to troubleshoot LITE EXPORT Issues.  LITE is used to export cases for a 341(a) meeting to a laptop for the trustee to bring to the meeting.

LITE brings case information as well as QuikDocs documents for a particular 341(a) meeting in order for the trustee to make notes as well as reference the documents.  Trustees also use LITE export to take cases for review at home or on vacation.

Exporting to LITE

There are two ways to export LITE from Trustee Suite Main.

Method 1:  From the top Main Menu toolbar (File Menu), go to and select ‘File’ > ‘Lite Export’ > ‘Export To Lite’.  You should see the screen below.

From here, select a 341(a) meeting date for the cases to export.  The following screen should appear:

The Export screen is where you designate the location of where to send the cases as a combined LITE file (*.LIT).  If the customer needs their QuikDocs documents included, check off the box, ‘Include QuikDocs Documents’.  Note that including these greatly increases the file size of the *.LIT file and sometimes causes a delay, especially when being routed through a network.  This is normal, and including the documents to review with the export, is common practice for the trustees.

The Trustee Suite Main system will always remember the last place where the *.LIT file is exported, meaning when importing *.LIT files back into Main, Main will first check the last place it exported to LITE.  If the file is not there, it will then ask by displaying a similar window as above to locate the *.LIT file.

Method 2:  From the Trustee Suite Main Menu toolbar on the far left side of the screen, select the ‘341(a) Wkst’ tab and the ‘341(a) Export’ link (in the sub-menu below).  You should see the screen below.

Select ‘Lite Export’ and the Export to Lite window (shown two screenshots above) appears.  Select the checkbox for ‘Include Quikdocs Documents’ to include the ECF documents for the cases.

NOTE:  The “Export To” field has to be set and once this has been done, Trustee Suite will remember that location.  If the drive/folder or flash drive is unavailable when this step is completed, Trustee Suite will default to the BMSW root directory and prompt you to point to the destination.  The same is true when recalling a LITE file back into Main.

Trustee Suite names each LITE file with a timestamp in MMDDHHMM.LIT (Month‐Day‐Hour‐Minute) format which makes it easier for the user to find and determine the right LITE file to import.  Trustee Suite also indicates where the LITE file is recently saved in this pop up.

NOTE:  Verify you have the same version as your Main system before proceeding.

When importing to LITE for the first time, open and log in to LITE.  Click on ‘File’ > ‘Lite Export’ > ‘Import from Main’ as shown below.

The following window will appear.  You must point to the location of the LITE file you are importing (as shown highlighted blue below).  This could be on a networked drive/folder or a thumb drive.

After you have selected the correct LITE file and click on ‘OK’, the following screen should appear.  It will give you a brief summary of the cases you intend to bring to the meeting, and show a date of when it was created.  If the information is accurate, click on ‘Import’.

CaseLink LITE will begin importing the cases you selected.  When it is done, you should be able to click on the binoculars in the menu section and see all the cases you just imported.  Trustee Suite will then ask you to delete the import file.  It is recommended you manually delete the file AFTER you have checked to make sure all the cases are in LITE and AFTER you log off from LITE.  You may delete the LITE file when prompted, but it may take longer on some occasions.

* * * Always examine the results of the import before deleting the file. * * *

NOTE:  When you are importing cases to an existing current copy of LITE, the message below will appear.  It does not mean there is a problem but, rather, verifies that you have successfully imported a new batch of cases into LITE.

This message appears because in a LITE system, existing cases DO NOT get removed once you export.  They REMAIN in the LITE system until such time that a new batch of cases is imported.  So the last case worked on in LITE is the default case selected in the Home Page.

Once a new batch of cases makes its way into the LITE system, it OVERWRITES the existing data, so the selected case (the last one worked on in LITE) gets deleted.  As soon as it is deleted, that prompts Trustee Suite to display this message indicating that it no longer matches the selection (i.e., the last case) and will clear out the Case field.  See below.

Exporting from LITE to Main

The only way to export cases from a LITE system back to Main is by going to and selecting ‘File’ > ‘Lite Export’ > ‘Export to Main’ (as shown below).

While both methods appear to be available to export LITE back into Main, only one will work.  The second method–exporting from the 341(a) Wkst screen–DOES NOT work.  When you force it, the following message will appear:

When you use the first method–from the top Main Menu toolbar (File Menu), go to and select ‘File’ > ‘Lite Export’ > ‘Export To Lite’–to export LITE back into Main the following should appear.  Click on the ‘Export’ button.

After selecting ‘Export’, you should see the following prompt.  It will display where the file was saved and the filename.  Like export files from Main, this one will also be named “MMDDHHMM”.

Importing from LITE to Main

After a new LITE file has been created from a LITE system and saved in a prescribed location, launch Trustee Suite Main.  Click on ‘File’ > ‘Lite Export’ > ‘Import from Lite’ (as shown below), which will invoke the second screen below, ‘Import from Lite’.

Verify that you are selecting the right LITE file from the correct location.  When finished importing, Trustee Suite will display the prompt below.  Since the LITE system will keep a copy of the last set of exported data, you are safe to click on ‘Yes’ in this prompt PROVIDED NO NEW CASES HAVE BEEN IMPORTED SINCE YOUR LAST EXPORT.

Confirm in your ‘341(a) Wkst’ section that the cases you imported are back in the system, along with whatever changes were made and you are done!

When LITE Fails

When importing or exporting LITE fails, there are a few things for which to look.  The following are the two most common LITE issues.

The first is when the cases in LITE do not match the cases exported from Main.  There are a couple variations to this issue and ways to fix this.  In this instance, the cases LITE has are not the ones the customer exported from Main.  Simply check the meeting date in LITE and check the one in Main.  If it is not the same date, simply clear LITE from Main and create a new export.  Find the export file and import it into Main.

The second issue is when the cases in LITE are the same number as the cases exported (and are the same cases), but Main states that the import file does not match the export file created (see the message below).

When you click on ‘OK’, the following displays:

When you click on ‘Cancel’ to exit this, the following message appears:

This usually happens when the customer exports a set of cases for a meeting, forgets that they did an export, cleared LITE from Main and re-exported the same batch of cases for LITE.  Then they took that second batch to the court, made their notes, exported to Main and tried to import.  In doing so, they will encounter the message above.  This is a bit more complicated than the first scenario and the fix involves utilizing two computers (the Main and LITE systems) and must be done accurately in order to not lose customer data.

First, confirm that the cases the customer is trying to export ARE THE EXACT SAME ONES in LITE, meeting date and all.  Second, log in to both Main and LITE.  In Main, log in via browse and obtain the exact locked date.  Next, go to and select ‘Browse Tables’ > ‘Settings.dbf’ and scroll all the way down until you find the last instance of a LITE export (see below).  This is the last time the customer made an export to LITE.

Obtain this information and log in to LITE.  Go to and select ‘Browse Tables’ > ‘Settings.dbf’, which will list ALL the cases in LITE with the customer changes.  Scroll to the right until you find a column titled ‘Lockeddate’ (see below).

Next, change this lockeddate information to EXACTLY MATCH the data from Main.  Change it to match the information TO THE RIGHT OF the ‘when=’ in the Settings.dbf table in Main.  In this instance, change one cell in LITE to go from “06/20/2011 07:23:32 AM” to “06/20/2011 07:24:12 AM” (see below).

Then select ‘CTRL+C’ on your keyboard to copy and paste that new information on to ALL the Lockddate fields in LITE (see below).

Next, go up one cell, click on ‘Escape’ and LITE will ask you to save changes.  Click on ‘Yes’ and then Cancel out of Browse Tables.

Go to the location where the previous LITE export was located and DELETE it.  Ensure there are no other LITE exports in that location BEFORE you make another export from LITE.

Then, go back to LITE and make another export to Main (see below).

By doing so, the message below should appear.  It is nothing more than LITE telling you that you had already made a previous export.  Ignore the message and click on ‘Yes’ to continue, which invokes the second screen shown below, ‘Export to Main’.

LITE will then indicate a new export file as shown below.  Click on ‘OK’ to continue.

Now, go back into Main and import the new LITE file as shown below.  Main should recognize the updated Lockeddate information and accept the import file from LITE.  When finished importing, Trustee Suite will display the prompt below.  Again, since the LITE system will keep a copy of the last set of exported data, you are safe to click on ‘Yes’ in this prompt PROVIDED NO NEW CASES HAVE BEEN IMPORTED SINCE YOUR LAST EXPORT.

In the 341(a) worksheet (shown below), confirm the cases from the meeting have been imported and verify the customer’s notes are all present (including the QuikDocs documents) and you are set!

Other Error Messages and Fixes:

“version doesn’t match” means that the system is seeing old LITE files.  Delete any and all older LITE files and try again.

“case table has no corresponding entries in settings table” means the cases being imported are not the same ones exported from Main.  In this scenario, the troubleshooting and resolution steps above apply.

Troubleshooting BMS LITE Issues – HTML EXPORT

Trustee Suite also has a second way of exporting 341(a) cases.  This is in an HTML format.  This version can be exported to a laptop and used WITHOUT CaseLink LITE and thus is not version dependent.  If your Main system is up‐to‐date, this version of a LITE export is also going to be up‐to‐date.

How to Export HTML

Go to your ‘341(a) Wkst’ tab and click on ‘341(a) Export’.  Select ‘HTML Export’ and then continue.

You will see this next window appear.  Have the customer check off the options they require.  Make note where the location of the Export file is going to be and click on ‘Export’.

When Trustee Suite has completed exporting the cases, you should see the pop up prompt below.  Clicking on ‘View Documents.htm’ will bring you to the 341(a) HTML export window (shown in the second screenshot below).  Clicking on ‘Close’ in the pop up exits this prompt and brings you back to Main.

The 341(a) HTML export window looks like this:

The main difference between a LITE export and an HTML export is that in the HTML export, the customer MUST click on ‘Save’ BEFORE closing the window.  Otherwise, any changes made will be LOST!

Copying the HTML Export to the Laptop

1.  Determine where the HTML export files are located.

2. Copy BOTH the HTA file and the BMSEXPORT folder to a thumb drive or through the network share into the laptop.

3. Once on the laptop, copy the files onto the desktop (or wherever the customer wishes to put the files).  Then open and confirm the customer can view the information and make changes/save.

4. When the customer is done, they can copy both files again back into the same location in the Main system (see above).

5. Next, import the files the same way as you would a regular LITE import.

6. After selecting ‘Import from Lite’, you will see a different window than when importing a LITE import file, ‘HTML Import’, as shown below. Verify that you are selecting the right LITE file from the correct location. Click on ‘Import’.

7. There will be additional options on which the customer must work.  Other than that, the import will function in the same manner and the customer will get the cases and their changes back into Main, as indicated by the message below.  Click on ‘OK’.

8. Confirm that the changes are in Main and you are done!

Troubleshooting Tips for HTML Export

1. Always check the date modified on the HTML file to ensure it is a recent or current file.  Customers sometimes have multiple copies in thumb drives and may get confused in importing the right one.

2. Always make sure that when the customer does an HTML export, the folder containing the documents and system files are included and in the same location as the “hta” file.  Otherwise, none of the document links will work.

3. When you do an HTML export, the key files you need to copy and work on are the ones below.  You need the HTA file and the BMSEXPORT folder which will contain all the documents related to the 341(a) meeting.

NOTE:  The files must be copied in the same location.

4. The following files will be inside the BMSEXPORT folder, along with the documents for the cases.