New to Trustee Suite? Start here to get familiar with the software interface and learn how to navigate around in order to accomplish tasks quickly.
Contact Information
This article contains contact information for Support within Trustee Suite.
Home Page Links
Home Page links provide easy access to the features you use frequently.
How to Recover from a Mistake Video
A recording of the February 11, 2020 training class.
Keyboard Shortcuts
Discover which keyboard shortcuts you can use in CaseLink Office.
Menus & Navigation
In Trustee Suite, there are three menus you can use within the program.
Paperless Office Video
A recording of the January 2020 training class.
Time-Saving Tips Video
A recording of the December 2019 training class.