casewizard - support - faq


				Table of Contents Sometimes insurance companies have many different branch offices. Each office has a different address, but the insurance companies name is the same for all locations. How do I change the address for one without it changing the address for all the other branches as well? Is there anyway that we can check out the software before we buy? What are the minimum requirements for CaseWizard? What should get logged in the rolling index? I have 200 documents that I have made templates. How can I organize these in the document quick list so that I can easily access any of them? I have an address or other field that wraps over on to an additional line when it gets inserted into CaseWizard. How do I get it to line up underneath the start of the first line? I am getting a message saying "Do I want to keep this file?" during the CaseWizard installation, what should I do? I get a strange box that comes open after I finish the CaseWizard installation, what should I do? Sometimes insurance companies have many different branch offices. Each office has a different address, but the insurance companies name is the same for all locations. How do I change the address for one without it changing the address for all the other branches as well? Insurance company branch offices that may have the same name but different phone numbers, addresses, adjusters, pose no problems in CaseWizard. At the end of each of the names for the insurance company, just add brackets with a location descriptor and then close the brackets. For example, if Lawton Insurance has 2 locations, one in Atlanta and the other in Macon, the one in Atlanta would read Lawton Insurance [Atlanta] and the one in Macon would read Lawton Insurance [Macon]. This can be done following these steps: 1. From the CaseWizard main menu click the insurance companies button. 2. Select the first insurance company you wish to change and click the view insurance company. 3. In the company name field add the bracket then the location then close bracket. 4. Close the insurance company to save it. 5. You may now add additional insurance companies with the same name. Make sure to enter the location descriptor after each additional insurance company with that same name. Adding the descriptor also makes it easier to choose the insurance company when it is displayed in any of the drop down lists. Back to Top Is there anyway that we can check out the software before we buy? We are currently offering a 30-day money back guarantee for CaseWizard 2000. Please click on the purchase page link to go to the order form. Back to Top What are the minimum requirements for CaseWizard? Computer/Processor: PC with Pentium 100 MHz or higher. Memory: Windows 95 or Windows 98 with 24 MB of RAM. Windows NT Workstation version 4.0 Service Pack 3 or later with 40 MB of RAM. Hard Disk: 161 MB for typical installation. Drive: CD-ROM Drive. Display: VGA or higher-resolution monitor; Super VGA recommended. Operating System: Microsoft Windows 95 or later operating system, or Microsoft Windows NT Workstation operating system version 4.0 Service Pack 3 or later. Peripherals: Mouse or compatible pointing device; Word Processors; Microsoft Word 97 or later. Back to Top What should get logged in the rolling index? Everything. Most firms log everything that is pertinent to that particular case. For example, all the mail is logged. Anytime a letter comes in on a particular case it is logged into the rolling index as mail with a summary of that particular correspondence. Telephone messages are also logged into the rolling index, but only when they have new pertinent information about that particular case. The rule of thumb for making an entry in the rolling index should be “should this be noted for this case?” The key behind making rolling index entries is making sure that nothing is left out. You want to be able to see at a glance everything that has happened in a case without having to pull the paper file. Back to Top I have 200 documents that I have made templates. How can I organize these in the document quick list so that I can easily access any of them? You should only add those templates to your document quick list that you use the most often. Other documents can be categorized and sub categorized in the default forms folder for CaseWizard. These templates can be accessed by clicking the select forms button instead of selecting a form from the document quick list. By categorizing and sub categorizing your forms in that forms folder, you will see a list of your forms neatly categorized from which you may select to create a document. Back to Top I have an address or other field that wraps over on to an additional line when it gets inserted into CaseWizard. How do I get it to line up underneath the start of the first line? This can be accomplished by using the indent feature in Microsoft Word. When you are creating your template, use the indent feature in Microsoft Word to line up the field where you want it to appear on the page. If the line wraps over onto the second line it will automatically line up underneath the first line. I am getting a message saying "Do I want to keep this file?" during the CaseWizard installation, what should I do? If at any time during the installation process you see a box that reads: Version Conflict "A file being copied is not newer than the file currently on your system. It is recommended that you keep your existing file. Do you want to keep this file?" Click "Yes" If you see this dialog box again, continue to click "Yes". I get a strange box that comes open after I finish the CaseWizard installation, what should I do? An MS-DOS prompt (a box with a black background) opens. After a few seconds, it will read: File not found File not found CaseWizard setup is now complete Close this DOS window by clicking on the X at the top right... :) :) Batch file missing File not found Close the DOS window by clicking the X and the CaseWizard installation is now complete Back to Top 877.926.8367 / 678.546.0018 / sales@casewizard.com © 1998-2001 CyberDyne Industries, Inc.