LEGAL ACTION MANAGEMENT SYSTEM INDEX ACTIVE

1.In the G3R Legal Folder open the file named Index_Active.xls. 2.Double click in the white box in Column ‘B3’ and type either the defendant’s name (last name, first name), the defendant company’s name or tracking number. What you have typed in B3 will appear in the footer of your generated forms. When you are typing into the box, you will be in ‘Edit’ mode which allows you to make changes. Click off the box or hit ‘Enter’ to go back to ‘Ready’ mode. You will be able to see what mode you are in at the bottom left-hand corner of the application. 3.Click on in Column ‘C’. You have just initialized a workbook for the entered defendant. Note: If you are still in the ‘Edit’ mode, you will not be able to activate the ‘New Defendant’ button. The Index_Active.xls

Index_Active.xls SAMPLE 1. Type name of defendant or company. Hit when finished. Status is either ‘Ready’ or ‘Edit.’ If is clicked, it will update the list of your active legal actions. 2. Hit the button after you’ve typed in the name. A new Excel Workbook 07A Plaintiff’s Claim form will appear.

Returning to Index_Active You may now go through the 07A Plaintiff’s Claim form completion process, then save and close the new claim file you have just created. Return to the Index_Active form where your active claims will be visible. If you are on this sheet, in cell B3, the Track No. of the file you have just created should also still be visible. If so, then simply left mouse click on the button entitled ‘Add to Index’.

Add To Index The ‘Add to Index’ function will open the file that you just created. It will extract the information that you have just entered, and put it in a new row at the bottom of your index of active claims. It will then automatically re-sort the entire index (list) of active claims. Your new claim file should now be in its proper location on the index of active claims. Add to Index

Add To Index FAQ: How do I know it was added? If you look in cell F7 before you click on the ‘Add to Index’ button and then look at the number after the ‘Add to Index’ function is done, the number in F7 should have increased by one. What is the difference between doing this and simply re-indexing? Re-indexing the active list clears out all the information on your index and rebuilds it from scratch, and gives you the most up-to-date information available on the index sheet. The re-index procedure will take minutes, whereas the ‘Add to Index’ feature will only take seconds. What happens if I accidentally click twice on the ‘Add to Index’? You will end up with two rows with identical information, in which case simply click on the re-index button and everything will straighten itself out.