Learn how to import information to the Creditor Mailing Matrix (CMM) in Trustee Suite.

Learn the merge code fields for schedule information to use when editing the 341(a) Prep Report or creating your own in Trustee Suite.

Learn how to use the Document List in Trustee Suite.

Learn how to manage your 341(a) meetings with the 341(a) Worksheet in Trustee Suite.

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.

Learn how to import and export 341(a) meeting data in Trustee Suite.

Learn how to use the 341(a) Filing feature to upload your meeting results from Trustee Suite to your court.

Learn how to use the 341(a) Calendar keep track of the time and date of your meetings, and how to customize and print this report.

This article describes the Lite Import features.