01 Jul 2015

Trustee Tip: How to Easily Stay in Touch with Cases on Vacation

0 Comment

The idea of disconnecting completely while on vacation may be appealing, but it’s not always practical. Fortunately, both CaseLink Office and CaseLink Web users have options available for accessing vital case information from distant locations.

There are a number of reasons why a Trustee might want to remain in touch with a case even among beautiful beach scenery or relaxing landscapes. Although a Trustee may provide an assistant or other office staff with instructions before leaving on a holiday, situations can come up where additional guidance is needed. For example, your office may receive an unexpected wire transfer of funds, but the staff members may not know what steps to take next.

As a Trustee, if you know a settlement is coming, it is convenient to be able to review, approve, or provide a counter in a quick timeframe from wherever you are.

For CaseLink Office users, there are several ways to remotely access information related to cases. To check on the status of debtor documents needed for 341(a) meetings, simply log in to DocLink. Additionally, visit the MyResources BMS client portal if you want to review banking transactions or statements by running an interim statement.

If you want more case detail while you’re away, you can access your home desktop from anywhere you might be with services like LogMeIn or GoToMyPC. For iPad users, there are remote desktop applications that do the same thing, including solutions from Google and Microsoft.

If you’re a CaseLink Web user, you can stay in touch with cases by simply logging into CaseLink Web from any device with an Internet connection. CaseLink Web uses a secure, encrypted connection so you don’t need to worry about an accidental breach of Personally Identifiable Information (PII) while logged in to the website.

However, you should review our article in this month’s newsletter about avoiding public Wi-Fi networks while traveling. Finding a secure network or hotspot to use will likely be the biggest hurdle to staying in touch with cases remotely. Once that’s taken care of, however, checking on your cases is a snap.