More than just a document repository, Document Management is a feature-rich document management system – find out all the amazing things you can accomplish with this handy application.
About Document Management
Learn how to use the Document Management feature in Trustee Suite.
Add Document to Document Management Using Macros
Learn how to create new documents and save them with Document Management options in Trustee Suite.
Adobe Basics Video
A recording of the March 2020 training class.
Deleting Sensitive Documents Video
A recording of the June 2020 training class.
DocFilter
Learn how to filter Document Management records using the Docfilter in Trustee Suite.
Document Details
Learn about the Document Details in Document Management, and how to edit this information.
Drag and Drop
Learn how to drag and drop Outlook messages into Document Management with attachments being supported.
e-File Documents from Document Management
Learn how to electronically file your documents from Document Management to your court in Trustee Suite.
ECF View
Learn how to conduct a variety of tasks within the ECF View in Trustee Suite.
Exception Documents
Learn about Exception Documents in Trustee Suite, and how to move documents out of this folder.
Grid
Learn how to use the grid that displays your Document Management records, and how to edit records within the grid.
Import Case Dates
Learn how to view imported case dates automatically imported into Trustee Suite.
Import Cases with Fetch
Learn how to import cases via the Fetch feature in Trustee Suite.
Leveraging the Document Portal Video
A recording of the April 2021 training class.
Maximizing Document Management Video
A recording of the October 2021 training class.
Microsoft Word Advanced Video
A recording of the May 2021 training class.
Microsoft Word Basics Video
A recording of the May 2022 training class.
On the Lookout – Monitoring ECF Imports Video
A recording of the July 2019 training class.
Orphaned Documents
Learn how to access the Orphaned Documents screen, which alerts you to issues with records in Document Management. Also learn how to view newly added documents and fix orphan files.
QuikAccess
QuikAccess allows you to use Windows Explorer to browse for Document Management documents and sort by Case Name.
Retrieve Button
Learn how to use the Retrieve Button to fetch ECF documents, import cases from ECF, retrieve exported documents, and view the ECF Log.
Save Time with Document Annotation Video
A recording of the April 2020 training class.
Track Adversary Cases
Learn how to track adversary cases in Trustee Suite.
Viewing Fetched Import Documents
Learn what to do when you retrieve your ECF documents in Trustee Suite.
Word Processing Macros
Learn how to set up Document Management icons on Word or WordPerfect to easily save documents & PDFs.