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. Case File Overview

• Introduction to Case Files
  Brief explanation of what case files are and their importance in the workflow.
• Creating a New Case File
  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.

 

2. Adding or Selecting a Case

• Selecting an Existing Case
  How to quickly locate and open an existing case.
• Adding a New Case
  Guide on creating a new case, entering case-specific details, and ensuring all necessary information is captured.

 

3. Adding Documents to a Case

• Selecting Court Forms
  How to browse and select the necessary court forms for a case.
• Assigning Documents to a Case
  Instructions on linking selected documents to the case file.

 

4. Editing Documents

• 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.
• Saving and Versioning
  Information on how SuperDocs handles version control and saves edits.

 

5. Opening a Document

• Accessing Documents
  How to open documents for review, printing, or further editing.
• Document Preview Features
  Overview of tools available while previewing documents (zoom, annotations, etc.).

 

6. Working with Contacts

• 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.