QUICK PRINTS: Convert HTML to PDF for E-filing

Casetrackerlaw plays a major role in the busy working office of many law firms.  Those law firms use the document merge feature on a daily basis to merge claim information with letters and court forms.  E-filing to the courts has become more and more in demand.

If you need a way to E-file with the courts and need to submit a PDF we have a way for you to do that without having to modify your system.

Using Chrome, go to any claim in Casetrackerlaw, go to the Quick Print Blue claim tab, click Get Letters, select the document you want and select the HTML option.  Once the document is displayed, select the Print option.  On the left-hand side, you will see an option called Destination…click the Change button and select Save As PDF then click the little Save button to name and save on your computer, either in a folder of on the desktop.  This form merges with the claim information previously created from within the Letter Wizard and creates a perfect PDF. 

If you have any questions on how to do this, please feel free to contact our office for more information.

Claim Attachment Options

CasetrackerLaw is giving you more options for attaching documents to a claim.  Keep reading:

“I just spoke to the customer, he’s disputing the claim and he’s requesting to see the invoices.”

This is an update a collector may send to a client that submitted a claim. The client can mail the requested documents to you, email or fax them. But what if your client could attach the requested documents digitally to the claim and anyone with access (username and password) can view them and they can be emailed or faxed to the client or debtor right from the CasetrackerLaw system?  Or; what if the document is a multi-page PDF contract and only a couple of pages are needed or requested.
CasetrackerLaw allows the user to "extract" those few pages and give it a new name to create a newly attached document that can be emailed or faxed.

To view a document, go into or open a claim and find the blue tab "attachments".  On this page, you have the ability to either attach a document or view a document that’s already attached. To view a document, scroll down until you see “Attachments”, hover the mouse over the file name and click, the document will open. These documents can also be emailed or faxed to the customer.

To attach a document, browse your computer to find the file you want, give it a level of access (who can view the document), type of attachment, a file note and upload. The document will appear in red. The attachment names can also be edited or the attachment can be deleted.  CasetrackerLaw also gives the ability to attach up to 4 documents at one time, an amazing time-saving feature.

Call 800-270-2297 to request your personal tour.

Mail Merge Week

Casetrackerlaw has two other great features with regards to creating letters that I want to continue with. Word, which allows you to automatically select a letter directly from inside the claim you are working on and place the letter you select into your letter queue until you are ready to print them at the end of the day. A letter can be generated any time. For example: you're on vacation or sitting in a coffee shop. You can generate a letter and have your office print it and mail it for you.



The next feature is creating a "PDF Letter Merge" which enables users to turn any PDF form document such as court pleadings, garnishment forms and more into letter templates and then automatically merges them with the appropriate claim information. With a few clicks of the mouse you have a PDF document that can then be mailed or electronically sent to the courts.



I will be exploring these 2 departments in detail this week and will keep you posted...