Learn how to access the Orphaned Documents screen, which alerts you to issues with records in Document Management. Also learn how to view newly added documents and fix orphan files.

Learn what to do when you retrieve your ECF documents in Trustee Suite.

Learn how to use the Retrieve Button to fetch ECF documents, import cases from ECF, retrieve exported documents, and view the ECF Log.

Learn how to view imported case dates automatically imported into Trustee Suite.

Learn how to import cases via the Fetch feature in Trustee Suite.

Learn how to use the grid that displays your Document Management records, and how to edit records within the grid.

Learn about Exception Documents in Trustee Suite, and how to move documents out of this folder.

Learn how to conduct a variety of tasks within the ECF View in Trustee Suite.

Learn how to drag and drop Outlook messages into Document Management with attachments being supported.

Learn about the Document Details in Document Management, and how to edit this information.