What’s New in Trustee Suite 14.00
Check out the new and updated features in Trustee Suite 14.00.
Author: admin
Form 3 – Summary Interim Asset Report
Form 3, also known as the Summary Interim Asset Report, is a summary listing of pending asset cases, shown in sequence by case number.
User-Specific Options
Learn how to define user-specific parameters and secure access levels in Trustee Suite.
User Rights
Learn how to assign separate privileges to different users in Trustee Suite.
System-Wide Options
Learn how to define system-wide parameters in Trustee Suite.
Prompt Before Saving
Learn about the Prompt Before Saving functionality in Trustee Suite, and how to customize this feature.
Add Document to Document Management Using Macros
Learn how to create new documents and save them with Document Management options in Trustee Suite.
Word Processing Macros
Learn how to set up Document Management icons on Word or WordPerfect to easily save documents & PDFs.
Track Adversary Cases
Learn how to track adversary cases in Trustee Suite.
QuikAccess
QuikAccess allows you to use Windows Explorer to browse for Document Management documents and sort by Case Name.