Learn how to deactivate a case so it will not show on most screens, nor on reports, but is still included in the Trustee Suite database. Then learn how to reactivate cases.

Learn how to remove inactive cases while retaining the basic case information of purged cases.

Learn how to calculate your blanket bond premium, then include it in the disbursement.

Learn how to set up the “Tasks” tab to synchronize in the Outlook Configuration screen so data can flow real-time between Trustee Suite and Outlook.

Learn how to synchronize the “Professionals” tab in the Outlook Configuration screen so data can flow real-time between Trustee Suite and Outlook.

Synchronize the “Dates” tab in the Outlook Configuration screen so data can flow real-time between Trustee Suite and Outlook.

Learn how to synchronize the “Calendar” tab in the Outlook Configuration screen so data can flow real-time between Trustee Suite and Outlook.

After Outlook Integration has been configured and enabled for synchronization, the system will move all the necessary Trustee Suite records into your local copy of Outlook.

Security in Stretto Outlook Integration uses the same security settings you have established in Trustee Suite.

Use the ‘Dates’ tab to set up System and Custom dates in Trustee Suite for synchronization with your Outlook Calendar.