There are several ways to create and print lists using the information you have brought into your MyCase account.
Calendar Lists
Calendar agenda:
Within the Calendar tab, you have the option to print a list of your events in the agenda view. To do this, navigate to the Calendar section and click the Printer icon in the top right of the page.
From here you will have the option to print the events for the day, week, or you can select a date range of events to print. Keep in mind that the printable view is limited to 90 days. When your selection has been made, click print.
Calendar locations:
Within the Calendar tab, you have the option to print a list of your saved locations. To do this, navigate to the Calendar section and click the gear symbol on the top right of the screen and select 'Locations'.
Once you are in the Locations area, you can choose on the bottom right of the screen how many locations should show on your screen (between 5-100 at a time). Then, click the gear symbol on the top right of that screen and choose 'Print'.
Task List
Within the Tasks tab, you have the option to print a list of your tasks within a specified date range. To do this, navigate to the Tasks tab and then select the 'Print' button.
From here you will have the option to print the tasks within a specific date range. Also you can choose to print tasks that do not have a due date. When your selection has been made, click print.
Contacts Lists
Within the contacts tab the list of contacts and companies, whether active or archived, and contact groups can all be printed in individual lists. Each of these sections has the 'Print' option in the top right, which can be clicked in order to print list views.
Contacts sub-sections:
When any contact is selected from the list, the contact details page will open. All tabs within the contacts details page has the Print symbol on the top right side of the page, which can be clicked in order to print list views.
For example, when viewing the contact details page and then selecting 'Notes', the gear symbol is available to print a list of all notes.
Cases Lists
Within the cases tab, the list of cases and practice areas can all be printed in individual lists. Each of these sections has the Print icon on the top right side of the page, which can be clicked in order to print list views.
Case sub-sections:
When any case is selected from the list, the case details page will open. All tabs within the case details page has the Print icon on the top right side of the page, which can be clicked in order to print list views. For example, when viewing the case details page and then selecting 'Notes', the gear symbol is available to print a list of all notes.
Documents Lists
Within the documents tab, the list of case docs and templates can be printed in individual lists. Each of these sections has the Print icon on the top right side of the page, which can be clicked in order to print list views. The firm docs list cannot be printed from this screen.
Within every case file in the documents section, the Print icon can be selected and you can print a list of the documents and folders on the screen.
Billing Lists
The Billing dashboard has several areas where lists can be created and printed.
Invoice list: in the invoices section, invoices can be printed out in groupings such as all, sent, unsent, paid, partial, overdue, and forwarded. If you select the check boxes next to the invoices you'd like to print, you can then click 'Export invoices' under the Actions dropdown to make full invoice exports of the invoices on the screen.
Time entries list: a time entries list can be printed from the time entries section in the Billing dashboard. They can be printed out in groupings such as all entries, open or invoiced by clicking the Print icon. Time entry lists can also be organized by 'my entries' or 'all entries'.
Expenses list: an expenses list can be printed from the expenses section in the Billing dashboard. They can be printed out in groupings such as all entries, open or invoiced by clicking the Print icon. Expense lists can also be organized by 'my expenses' or 'all expenses'.
Saved activities list: your saved billing activities can be put into a list and printed from the Billing dashboard. Under the saved activities section, click the Print icon to generate the list.
Request funds list: in the requested funds section, requests can be printed out in groupings such as all, sent, paid, partial, and overdue. Clicking the Print icon will print the list of requests as you see it on the screen.
Account activity lists: under the Account activity section, both the Payment History and Trust Accounting areas can be organized by date range and put into a list by clicking the Print icon.
Reporting Lists
All reports in the reporting section have the option to be exported into a PDF or a CSV file. This allows you to see the reports in a list view. To do this, run any report and then click 'Export report' and choose which file type you'd like for the export.
Lists Within Settings
Within your Settings (found by clicking your name at the top of your MyCase account) several lists can be generated and printed.
The 'Import/Export' option will allow you to export lists of your contacts/companies and cases. When you export the list, it saves so you can open it on your computer.
In the same Import/Export section, the Full Backup allows you to make a copy of the data in your MyCase account to be saved to your computer.
