Keyboard Shortcuts
Discover which keyboard shortcuts you can use in CaseLink Office.
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Contact Information
This article contains contact information for Support within Trustee Suite.
Import to Creditor Mailing Matrix
Learn how to import information to the Creditor Mailing Matrix (CMM) in Trustee Suite.
e-File Documents from Document Management
Learn how to electronically file your documents from Document Management to your court in Trustee Suite.
List of 341(a) Prep Merge Codes
Learn the merge code fields for schedule information to use when editing the 341(a) Prep Report or creating your own in Trustee Suite.
Document List
Learn how to use the Document List in Trustee Suite.
341(a) Worksheet
Learn how to manage your 341(a) meetings with the 341(a) Worksheet in Trustee Suite.
341(a) Prep Report
Learn how to use 341(a) Prep Reports succinctly conduct your 341(a) meetings by easily obtaining key data in one concise document
in Trustee Suite.
341(a) Import and Export
Learn how to import and export 341(a) meeting data in Trustee Suite.
341(a) Filing
Learn how to use the 341(a) Filing feature to upload your meeting results from Trustee Suite to your court.