The Online Collection Solution Setup Guide Law Firm

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1 Table of Contents Table of Contents... 1 Setup Firm Manage Firm... 2 Manage Firm Address Tab... 3 Manage Firm Field Label Tab... 3 Manage Firm Pricing Tab... 4 Manage Firm Preferences Tab... 4 Manage Firm Billing Tab... 5 Manage Firm Credit Card Tab... 5 Setup Firm Manage Matter Type... 6 Setup Firm Manage Action Types... 6 Modify Action Type... 8 Add an Action Type... 7 Deleting Action Type... 8 Reorder Action Types... 9 Setup Firm Manage Contact Types... 9 Modify Contact Type... 9 Add Contact Type Deleting Contact Type Visit us online at Page 1 of 10

2 Setup Firm Manage Firm Use this screen to setup and maintain the law firm. 1. Name: Enter the law firm name as it would appear on legal all documents. 2. Firm URL: Enter the law firm website address (optional) 3. Select the law firm logo from the drop down list. The logo will appear in the firm logo field just below. 4. Upload new Logo: Click browse to select a different logo. Click the upload icon and the new logo will appear in the drop down list. 5. Authorization Code: This is a system assigned number and can not be changed. 6. Merge Field List: Click the file called MergeFieldList.txt and save it to your desktop. This will be the data source for all merge documents. 7. Show Logo Internal: Check to display the logo for internal use only. 8. Password Strength: Select the required password strength for user passwords. 9. Click the Update Firm icon Visit us online at Page 2 of 10

3 Manage Firm Address Tab 1. Address: Enter the law firm address 2. Contact: The law firm point of contact, phone number and address 3. Session Timeout: Enter the number of minutes a user logon session is idle before requiring reentry of logon credentials. 4. Click the Update Firm icon Manage Firm Field Label Tab Enter the preferred field labels for a properties legal description. Some jurisdictions may require these fields to be specific, i.e, phase, block, etc. Visit us online at Page 3 of 10

4 Manage Firm Pricing Tab This is for information only. Manage Firm Preferences Tab 1. Select the default security profile for law firm users, managers and board members. 2. Enter the address where all mail is blind carbon copied. 3. Click the Update Firm icon Note: Security profiles are created and assigned under the Administration section Visit us online at Page 4 of 10

5 Manage Firm Billing Tab 1. Enter the law firm billing contact information. (optional) Manage Firm Credit Card Tab 1. If the law firm invoicing schedule is paid by credit card enter the information here. (optional) 2. Click the Update Firm icon. Visit us online at Page 5 of 10

6 Setup Firm Manage Matter Type Use this screen to setup and maintain matter types within the system. The most common matter types will be delinquency collections and covenant related items. 1. Click the Add Item icon to create a new matter type 2. Enter a matter description and click the Create Matter Type icon Setup Firm Manage Action Types Use this screen to create and maintain a global list of action types. Once the global action list is created they are assigned to each association. Customized processing rules for each association will determine the document workflow and is setup under Setup Association. Visit us online at Page 6 of 10

7 Add an Action Type Click the Add Item icon and an edit screen will appear. 1. Title: Enter the action item title 2. Category: Select a category. Categories are for status reporting purposes. 3. Non-workflow: Select non-workflow if the action is not associated with the document processing, but is tracked as a course of action. (ex. Spoke with Judge) 4. Send Document: Check send document if this action type is part of the document processing. 5. Document template: Click the Browse icon to select a global template for this action type. 6. Click the Upload icon to upload the template to the system. 7. Click Create Action Type Note: If a document template is uploaded for an action type it will automatically be copied over when the action type is assigned at the association level. The name of the template is shown in blue text. Visit us online at Page 7 of 10

8 Modify Action Type Click on the title of an existing action type and an edit screen will appear 1. Make the necessary changes to the Action Type 2. Click Update Action Type Note: All changes made in this screen will affect each association with the assigned action type. To make association level changes, go to Setup > Association. Deleting Action Type Action types may only be deleted if they have not been used or assigned in the system. Click the next to the title to delete the action type. Visit us online at Page 8 of 10

9 Reorder Action Types Reorder action types in a logical sequence as they would appear in the work flow process. 1. Click the action type title and drag it to a new location. 2. Click the Apply icon when finished. Setup Firm Manage Contact Types Use this screen to create or modify the types of contacts. Individual contacts that are setup at the association level are assigned to a specific type. Modify Contact Type Visit us online at Page 9 of 10

10 Click on the title of an existing contact type and an edit screen will appear 3. Make the necessary changes to the Contact Title 4. Click Update Contact Type Note: Contact Types will appear in a drop down box when setting up specific points of contact for an association. Add Contact Type Click the Add Item icon and an edit screen will appear. 1. Title: Enter the contact title 2. Click Create Contact Type Deleting Contact Type Contact types may only be deleted if they are not in use. Click the to delete the contact type. next to the title Visit us online at Page 10 of 10

The Online Collection Solution Setup Guide Association. Table of Contents

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