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Legal Case and Financial Management

Tech Library

User Manuals

Archive Copy Documents in CPWin
Case Information Options in CPWin
Creating Forms in CPWin (Adobe)
Creating Forms in CPWin (Word)
Creating Forms in CPWin (WordPerfect)
Crystal Reports Setup for CPWin
Custom Case Information Screens for CPWin
Desktop Options in CPWin
Enhanced Imaging Options for CPWin
Full Text Search Techniques for CPWin
Getting Started Guide for CPWin
Juris Integration (Opening New Cases)
Outlook Integration for CPWin
Present Value Calculator in CPWin
Scanning Options and Techniques for CPWin
System Setup Options in CPWin


Technical Manuals

Backup Setup for CPWin
Full Text Installation for CPWin
Gateway Setup for CPWin
Installing CPWin on Citrix or Terminal Services
Installing SQL Server
Juris Integration Setup for CPWin
Laptop Checkout for CPWin
Palm Setup for CPWin
Palm Setup (Citrix) for CPWin
Upgrading Your Version of CPWin


Process & Procedures

AddIn Troubleshooting Guide
Administrative Setup and Questionnaire 2007

Client Matter Import Utility
CP 8.5 Exchange Integration Requirements
CP Forms Administrator’s Qualifications
CP System Requirments Version 8.5
How to Create and Schedule Training Sessions
Installation Manual SQL 2005
Installation Manual SQL 2000
One Time Client Matter Data Extraction
Split-Off Firm
Time Slip Export



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