04 Aug 2015

Improve your Team Collaboration: Set Documents for Others to Review

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trustworksIf your office has more than one person working on a case – as many Chapter 7 practices do – it is important to have procedures in place so that something critical doesn’t get overlooked. One of the many ways BMS helps your team collaborate better is by allowing you to alert your colleagues of documents to review – either through creating a task for another team member, or by flagging a document for review (available in CaseLink Web only).

Either way, one team member – such as a Trustee Assistant – can go through an initial review of a case and its documents, and create an alert of the most relevant documents needed to be reviewed by the next person – such as the trustee – ensuring those documents gets reviewed each and every time.

Check out the simple steps below to optimize use of our feature(s) for better collaboration within your team!

CaseLink Office Users

In CaseLink Office, when you access QuikDocs, assign a task to another team member to review one or more documents for a particular case by including the document name in the task description. Doing so will place an alert on the home screen of the other staff member that can be seen when they log in. This is particularly useful if you have certain documents that need to be reviewed in advance of a 341(a) meeting docket.

To utilize this feature:

  1. Launch CaseLink Office.
  2. Select a case.
  3. Click on the Case tab.
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  4. Click on the Tasks tab.
  5. To add a task, click the “Add” button.
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  6. Type in the task description and, under the “To” field, designate the assigned team member from the dropdown menu. Click OK to add the task. 
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  7. The task will then be viewable in the assignee’s “Tasks” list. 
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CaseLink Web Users

In CaseLink Web, you are able to set tasks for team members to review documents by:

  1. On the navigation bar at the top of the screen, click “Tasks” then click “Task List” on the dropdown menu.
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  2. Select the blue “New Task” button above the task list.
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  3. Type the name of the Task, the Case, and select the team member you would like to assign it to. Then select a due date, add any comments, and click “Save” to assign the task.
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Another way you can set documents for review in CaseLink Web is to flag the specific documents for review in the Case or ECF Documents screens. By doing so, the flags will appear next to the documents on the 341(a) screen that can alert the Trustee to pay particular attention to just the flagged documents.

To flag and view the flagged documents in CaseLink Web, utilize the steps outlined below for either ‘ECF Documents’ or ‘Case Documents’:

ECF Documents

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  1. On the navigation bar at the top of the screen, click “Tools,” then click “ECF” on the dropdown menu.
  2. Click “ECF Documents” in the gray tabs at the top of the page.
  3. Click the right-most flag button on each individual document.

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Case Documents > Properties

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  1. Search for case from part B above
  2.  Click on the folder icon on the vertical menu items
  3. Click on ECF Documents folder
  4. Click on the document
  5. You should see flag selected.

See flagged documents on the 341(a) Screen

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When documents have been flagged previously on the ECF Documents screen or through the document properties in the Case Documents, those flags appear on the 341(a) screen – allowing the Trustee an quick visual alert to pay special attention to the items with a red flag.

 

If you have any questions about how to assign tasks (or use the flag feature in CaseLink Web), please contact our team in the BMS Support Center by chat, email or phone.

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