Create Custom Transaction Codes in TrustWorks

TrustWorks Tip: Create Custom Transaction Codes in TrustWorks Are you still trying to utilize CaseLink Office for your non-Chapter 7 cases and finding that you have to keep using workarounds that you really shouldn’t be using? If so, TrustWorks is the solution for you. Sharing a similar interface with CaseLink Office, TrustWorks was built with the flexibility needed to administer corporate restructuring engagements – whether it..





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24 Jun 2014
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Ledger Category Usage Report: View Transaction Data across All Cases

Product Tip: Ledger Category Usage Report: View Transaction Data across All Cases The ledger category usage report provides an easy way to view claims and their associated payments by category type – for your entire practice. This “hidden gem” in CaseLink Office allows you to get granular details on your whole case set, category by category. The report enables..





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Customize Views to See Data that’s Most Relevant to You

Product Tip: Customize Views to See Data that’s Most Relevant to You Every Chapter 7 office works a little differently. Many times, different staff members within the same office are interested in very specific slices of case information. CaseLink Web enables you to add, eliminate or change the order of columns to view only the information relevant to..





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Live, Online Training – July 2014

Live, Online Training – July 2014 Learn to leverage BMS software solutions and services with exclusive training just for BMS clients. Each of these courses is about 30 minutes long. The following is a list of courses offered this month: QuikDocs Tues, July 1 at 12:00 pm, EST Gross/Net Real Estate Transactions Thurs, July 3 at 2:00 pm, EST..





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CaseLink Web: Training Webinars – July 2014

Training Webinars – July 2014 Learn to leverage BMS software solutions and services with exclusive webinar-style training just for BMS clients. Please visit the Webinar Schedule on our Remote Training & Collaboration Portal to choose a class that is convenient for you. Each of these courses is about 30 minutes long. The following is a list of..





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“Back Up Continuously” Setting Not Recommended for Carbonite Pro Users

Tech Tip: “Back Up Continuously” Setting Not Recommended for Carbonite Pro Users If you are using Carbonite Pro to back up your data to the cloud, we recommend that you check your backup settings now to make sure that you are not using the default “Back up Continously” setting and use the “Back up once a..





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Coming Soon: Edit Documents and Annotate PDFs in the Cloud

New Time-Saving Feature: Edit Documents and Annotate PDFs in the Cloud Starting later this week, CaseLink Web users will be able to edit Word and RTF documents and annotate PDF files directly from within CaseLink Web. This new feature will be a huge time saver for you as you no longer need to download documents to your computer, make the..





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20 Jun 2014
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More than Just Software Training Received from my BMS Account Manager

Raving Fan: More than Just Software Training Received from my BMS Account Manager Linda Ducille, New York Trustee Assistant, didn’t have a background in Chapter 7 case administration when she first started out in the bankruptcy industry. Her introductory training was conducted by BMS Senior Account Manager, Angie Vitale, nearly 20 years ago. Angie initially started out..





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One Fan Shows How to Fully Utilize the BMS Advantage

One Fan Shows How to Fully Utilize the BMS Advantage New Jersey Trustee, Bonnie Finkel, has learned what the BMS Advantage is all about. In running a solo office, with occasional part-time help, she finds the support she gets from BMS to be critical in her success. She comes to us with matters ranging from technical support,..





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Live, Online Training – June 2014

Live, Online Training – June 2014 Learn to leverage BMS software solutions and services with exclusive training just for BMS clients. Please visit the Webinar Schedule on our Remote Training & Collaboration Portal to choose a class that is convenient for you. Each of these courses is about 30 minutes long. The following is a list of courses offered..





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