04 Nov 2015

A Cornucopia of New and Updated Features in CaseLink Web 5.0

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CLW-FallEach year in Thanksgiving tradition, we gather together and celebrate the bounty of the harvest. This year, there’s even more to celebrate with plenty of new and updated features in CaseLink Web 5.0, offering a feast of benefits to your practice including saved time and increased productivity!

The cornucopia of new features includes features such as:

  1. To-Do List
  2. QuikText
  3. Combine PDFs

Check out these new features below!

For an overview of all of the new features now available, log into HelpLink and click on “What’s New” from within the CaseLink Web section.

To-Do List keeps you on track

Like pumpkin and spice, some things are better together—including your tasks and To-Do lists. Keep track of all of your tasks in one place with the all-new To-Do List feature!

Now you can build a custom To-Do list to keep track of the things that you (and your staff) need to complete. You can access the To-Do List in multiple locations within CaseLink Web, including: the Calendar portlet on the homepage; its own page accessible through the global menu at the top; and a slider bar that travels with you when you’re deep within a case. Plus, export your To-Do list as a PDF file to email or print!

Accessing To-Dos on the To-Do List Screen

Navigate to the To-Do List screen by clicking on the Tools menu.


The To-Do List screen has three tabs that allow you to view items on the Calendar by case, event, and date. These views can be expanded and collapsed.


Build your To-Do List by selecting the “Build list” pull-down menu on the top right side of the screen. Choose which events to include and which to filter out, then click the “Apply” button.


To print your list, use the “Print” button located just below the “Build list” pull-down menu.


Accessing To-Dos on the Home Page Calendar Portlet

In the To-Do tab of the Home Page Calendar portlet, you can review your most recent To-Do list; use the Build List pulldown menu to build a new list; use the “ Go to To-Do List” link to go to the To-Do List screen; print your To-Do List; and navigate directly to a case in your To-Do List by clicking a specific link.


Access To-Dos on the Slider Bar

A To-Do List slider is also available that can follow you from screen to screen. The To-Do List slider is like a miniature version of the To-Do List screen.

With the To-Do List slider, you can: switch between tabs and expand and collapse views; build a new list by clicking the Gear icon next to the Dates tab; minimize the slider by clicking the triangle next to the Case tab; and close the slider by clicking the “X” to the right of the Gear icon.


To use the To-Do List slider, go to the “Calendar Options” section of the Profile page. Expand the “To-Do List Sliding Panel Options – Open To-Do List Sliding Panel on Login”  option. Click on the “Yes” radio button and choose a Group View.


After you’ve enabled the To-Do List slider, you can access it by clicking any link in the Details column on the To-Do List screen.


Once you’ve minimized the slider, it will continue to follow you from screen to screen, so that you can access it as you are working on any case.


QuikText introduces personalized shortcuts for entering text

Like your favorite Thanksgiving recipes, the personal touches make a world of difference—including saving you a ton of time.

The all-new QuikText features allows you to create personalized shortcuts that can be entered with just a few keystrokes, reducing the time you spend entering repetitive phrases. Plus, enhance your entire staff’s productivity by sharing QuikText shortcuts to a library that can be accessed by everyone in your office!

To access the QuikText shortcut feature, click on the Tools menu, then select “QuikText Description.”


The Manage QuikText Description screen has two tabs: QuikText and Library. The QuikText tab is where you can create and edit your shortcuts, as well as corresponding descriptions (expanded phrase).


To create shortcuts, use the “Expanded Phrase” box to enter the text you would like to have entered when you use your shortcut.


You can check the “Share with Library” checkbox to share your shortcut with other users in your office. Shared shortcuts will show up in the Library tab of the Manage QuikText Descriptions screen along with the original creator’s name.


Once you have entered your expanded phrase, shortcut, and chosen your options, click on the “Save” button to save your shortcut to your active collection of shortcuts. Saved shortcuts will be displayed in a table format in the QuikText tab, where you can also edit or delete them.


All of the shortcuts listed in the QuikText tab are available for you to use in the Memo, Description, Journal, Notes, Tasks and Comments fields and in emails on any screen within CaseLink Web.

To use a QuikText shortcut, enter the shortcut abbreviation at the cursor position where you want to insert the expanded phrase, then press ‘control+Q’ or ‘control+space bar.’ This alerts the program that you want to use a shortcut and inserts the expanded phrase.

Combine PDFs from your computer or within CaseLink Web

Savor reduced effort and increased organization with the new ability to combine multiple PDFs into a single file within CaseLink Web. Grab files from within CaseLink Web or from your computer to make a single PDF file to email or print.

You can combine PDFs in a number of ways. In “List View” and in “Tree View,” click on the “Combine PDFs” button at the top of the screen to start creating a custom document. You can also right-click and select “Combine PDFs”, or click “Combine PDFs” in the Document Properties view.






When you click the “Combine PDFs” button, a “Collector” modal will appear in the lower right-hand side of the screen. This “Collector” modal is where you will place documents you want to combine. You can also add PDF files to the “Collector” modal by simply dragging and dropping.


In the lower dashboard menu beneath the “Collector” modal, you will see a “PDF” icon with the number of files you have deposited in the modal displayed in red. If you click on the “PDF” icon in the Footer, it will close the window if it is open, or open it if it is closed.

Once you have added your files to the “Collector” modal, you can change the order of the files through simple drag and drop, and also remove any file that you’ve added by clicking the “x” icon next to the file name. Additionally, you can click the “Preview” button to view your custom document. The preview document will launch in a pop-up window that you can scroll through to check that the document is arranged the way you want it.

When you are satisfied with your document, click the “Combine” button at the bottom of the “Collector” modal. You will be presented with a save screen inside the “Collector” modal that allows you to name your document and choose a save location: either the /Combine Documents Folder inside a specific Case Number or the Global Documents//Combine Documents Folder. Click the “Save” button once you have made your choices.