There are two tabs, ‘Properties’ and ‘Preview’, as described below.

Properties

You can use the Document File Properties section to review and add information to a record.

Select ‘Edit’ in the Document toolbar or click anywhere in the detail area to open the detail section for editing.

The fields displayed in Document Details Properties are the same fields that you entered in the Adding a Document screen for Document Management.  These fields include:

• ‘File Path’:  This is where the path to the attached document is stored.  If there is no path displayed then the record does not have a document attached.  You can use the ‘folder’ button to the right of the ‘File Path’ field to select a new path or to edit the existing path.
• ‘Case #’:  Use the drop-down list to find the case for which you want to associate the record.  The drop-down list will include all cases that you have access to in Trustee Suite, including active or inactive cases.
• ‘Document Title’:  Enter the title that you would like to give the current record.
• ‘Source’:  Use the drop-down list to pick one of four pre-defined options (‘CaseLink’, ‘ECF’, ‘WP’ or ‘Other’).  The Source will automatically default to ECF when downloading documents using Trustee Suite’s ECF downloading feature.
• ‘Sub-Folder’ (Category):  This is a user-defined field.  You may use this feature as a way to catalog records entered into Document Management.  To add a new category simply type in the category that you wish to use and it will be saved in the list.  Categories that are not being used in Document Management will be automatically removed from the drop-down list.
• ‘Proof of Claim’:  This drop-down field enables you to link a Proof of Claim document to one or more filed claims.
• ‘Document Description / Detail’:  Enter a description about the document in the field provided.  If you are using Trustee Suite’s ECF downloading feature, documents downloaded from your court will automatically have the docket details entered in the description field for you.
• ‘Comments’:  Enter any comments or notes that you have about the current record.

Preview

Click on the ‘Preview’ tab to view the document itself.  It is not recommended that you edit the document from here, however.

Changing the Filename of a Document

We realize that sometimes there will be a need for you to change the file name of a document in Document Management.  For example, when you are filing documents with your UST, they may require a very specific file name in the email attachment.  You can easily do this from the Document File Properties section of Document Management by selecting the ‘Rename File’ link.

1. Highlight (single click on) the record that you wish to update in the grid.
2. Select the ‘Rename File’ link in the Document File Properties section of Document Management.  You will see a Rename File Name window

3.  Enter the new name of your file at the screen prompt.

4.  Click on the ‘Rename’ button and the file name will be updated.

Note:  Changing the file name of the record will not update the Document Title in Document Management.

Filing Documents at the Court with the To Clipboard Link

We make it easy for you to create your documents and save them in Document Management, but we recognize that this is only half of what you need to do when you are working with ECF.  Document Management provides the ‘To Clipboard’ link (on the far right side of the screen under the ‘Preview’ tab) to help save you time when you are filing a document at the court.  Selecting this link will save the file path of your document onto the clipboard, making it easy for you to specify which document you are filing when you are at the court.

1. In Document Management, highlight (single click on) the document that you wish to file at the court.
2. Select the ‘To Clipboard’ link.  There will not be any visible action, but the file path will have been saved to the clipboard.
3. Go to the Internet and log in to your court with your filing login and password.
4. Follow the steps that your court instructed you to use when filing a document.  Where you are asked for the location of the document you wish to file, select the field and click on ‘Ctrl+V’ on your keyboard.  This will paste the file path of the document you selected in Document Management in the field provided by the court.  Once this field is updated, you can continue the final steps to file your document at the court.
5. If you are filing more than one document, repeat steps 1-4.