Print To PDF

Credit managers, agencies and attorneys utilize CasetrackerLaw as a major tool in their everyday work processes. One of the most important procedures in these business processes is receiving and sending reports regarding the case. These reports would be sent via email and the pertinent information in these reports were copied and pasted into the note section of the system. A time consuming procedure.

An alternative to this method: CasetrackerLaw’s alternative method will save your staff time which in turn will save you money. When a report is received via email, you can “save to print” as an Adobe PDF document either to your desktop or my documents and then upload it to the “attachments” section in the CasetrackerLaw system. With a couple of clicks of the mouse, you have received, saved to PDF and attached the report to the case.

If you use EFax.com or Myfax.com to receive reports, make certain the settings are set to receive via PDF, if using Accurint to run a profile, again make certain your settings are set to receive in a PDF format.

Hint: In addition, once a document is attached, these reports can be faxed or emailed from the attachments section right to the recipient – providing you have an account with Myfax.com. And when a debtor requests an invoice while talking to them on the phone, with a couple of clicks, the requested document is faxed or emailed right from the “attachments” page.

Call us for more information on how CasetrackerLaw can save you time and money.