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.

Set up Calendar, Tasks, Professionals and QuikDocs tabs to synchronize with Outlook.

Learn how to synchronize your data between Trustee Suite and Outlook.

Learn how to perform online backups daily and keep them in a safe place.

System Filters are pre-defined filters that you may choose to use instead of creating your own custom filters.

The ‘General’ tab of the Case Filter Builder – All Cases screen is a quick way to select basic case and date fields for your filter.

Using the Filter Maintenance screen of Snapshots allows you to edit any custom filter displayed in the filter list.