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24
JAN
2023

How can I find all the claims that are currently stuck in the edit mode by users in the firm?

To find a listing of claims that are currently being edited by users in the firm, log into Trust Online and proceed to the Reports page. Click on the Claims Under Edit report and select the Trust from the drop-down. Select one or more attorneys from the Attorney’s list box and...
24
JAN
2023

A claim is currently being edited by a firm user that no longer works at the firm. How can I remove this person from the claim edit mode?

The firm super user will have to login and proceed to the User Accounts page. Click the Search button to find all the users in the firm. Next, click on the Name of the user in the red font and once in their Profile page change the password, confirm the new password and check the...

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