TUTORIAL

Tutorials Overview

  • Introduction
    Welcome to the SuperDocs tutorials! Here we guide users through all essential features of the platform.
  • Join us for an upcoming zoom training call, watch the video tutorials below (coming soon)
  • Keep an eye out for help icons (?) when using our platform, which reveal instructions for how to use the screen you're currently on.

 

1. Adding Cases File Overview

  • Introduction to Case Files
    Brief explanation of what case files are and their importance in the workflow.
  • Creating a New Case
    Step-by-step guide on how to create a new case file.
  • Viewing and Organizing Case Files
    Instructions on how to navigate and manage existing case files, including filtering or searching.
  • Selecting an Existing Case
    How to quickly locate and open an existing case.

 

2. Adding Documents to a Case

  • Browsing Court Forms
    How to browse through the available court forms for a case.
  • Selecting and Adding Forms to a Case
    Instructions on how to add selected documents to your case file.

 

3. Opening Documents and Basic Editing

  • Navigating to the Documents Screen
    Explanation of how to access the document editing screen from the case dashboard.
  • Making Changes to Documents
    How to update information, fill out fields, and make any necessary adjustments.
  • How Information Auto-populates on Future Documents
    How to update information, fill out fields, and make any necessary adjustments.

 

4. Advanced Document Editing, Annotations, and Downloading

  • Updating Existing Documents 
    How to make changes to or update data on existing documents.
  • Annotations, Free Text and Advanced Features
    Overview of other tools available while editing documents.
  • Downloading and Finalizing Documents 
    How to download a completed document and lock it from further changes.

 

5. Working with the Contacts Screen

  • Adding New Contacts
    Step-by-step guide to adding client or other relevant contacts to the case.
  • Managing and Updating Contact Information
    How to edit, delete, or update contact details associated with a case.

 

7. Pop-up Dialog for Fields Containing Multiple Values

  • Using the Pop-Up Dialog
    Explanation of how to enter and manage fields that require multiple values (e.g., multiple addresses, financial records).
  • Tips for Efficient Data Entry
    Best practices for filling out multi-value fields.

 

8. Working with Lists

  • Introduction to Lists (Groups and Collections)
    What lists are and why they are important for managing assets, records, vehicles, etc.
  • Creating and Editing Lists
    How to create a new list, add items, and update information.
  • Organizing and Filtering Lists
    How to sort, filter, and manage lists to streamline case management.

 

9. Updating a Document with the Latest Case Data

  • Synchronizing Case Information
    How to update documents to reflect the most current case data.
  • Reviewing Changes
    Instructions for reviewing changes to ensure accuracy.
  • Finalizing Updates
    How to finalize and save updated documents for court submission or client review.