NextChapter App

Learn how to mass delete claims and properties within cases.

Bulk Delete Within Cases

Kelly Oldiges

Katie Stasiulewicz

Emma Ceniza

Work through each section of the software with these helpful guides

Case Preparation

Archiving, Unarchiving and Deleting Cases

How to Delete a Case

Monthly Goals Tracker

How to duplicate, archive, sort, filter, export and more with on your cases

All Cases View

Details on the features on your NextChapter home page

Homepage

Client Profile > Credit Counseling Course

Client Profile > Debtor Addresses

Client Profile > Debtor Profile

Client Profile > Filing Information

Client Profile > Joint Debtor Profile

Client Profile > Prior/Alternate Names

Client Profile > Spouses & Dependents

In order to remove all e-signatures from the forms, you can mark one of your joint debtors as Deceased in your case under Debtor Profile.

Option to Mark Debtor is Deceased

Articles related to the Client Profile section in your case

Client Profile

How to move claims to a different schedule

Moving Claims to a Different Schedule

Claims

How to use the income calculator for Schedule I and Means Test

Understanding the Income Calculator

How to add income for Schedule I and the Means Test

Adding Income

How to add income for Schedule I and the Means Test using Just One Pay Advice

Income - Just One Pay Advice

How to add income for Schedule I and the Means Test using the YTD option

Income - YTD Option

How to add income for Schedule I and the Means Test using All Pay Advices

Income - All Pay Advices

How to add a non-filing spouse's income to be used on Schedule I and the Means Test

Adding a Non-Filing Spouse's Income

Income

How to bulk download from Client Document Storage

Client Document Storage: Batch Download

Complete list of documents generated in NextChapter

What forms does NextChapter Support?

Review of Client Document Storage, Forms Library, Download History, etc.

Additional Documents

Explains how NextChapter software handles electronic signatures.

Electronic Signatures

Download & Print

How to archive and duplicate cases directly within the case.

Archiving and Duplicating Cases

Miscellaneous

Pricing

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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