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Collection Status Online – CSO 2011 Update

Collection Status Online – CSO 2011 Update. Kovitz Shifrin Nesbit Buffalo Grove | Chicago Naperville | Racine 1.855.537.0500. CSO Username and Password. To obtain a new username and password, please contact Eliot Levy at elevy@ksnlaw.com. Login.

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Collection Status Online – CSO 2011 Update

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  1. Collection Status Online – CSO2011 Update Kovitz Shifrin Nesbit Buffalo Grove | Chicago Naperville | Racine 1.855.537.0500

  2. CSO Username and Password To obtain a new username and password, please contact Eliot Levy at elevy@ksnlaw.com

  3. Login Login to our updated Web Portal - Collection Status Online (CSO) at http://cso.ksnlaw.com/ You will be required to create a new password which must meet our updated security standards for password complexity. These security measures have been taken to keep your data secure.

  4. New Feature - Password Reset If you have forgotten your password, enter your user name and a password reset email will be sent to the email address we have on file.

  5. Password Link You will receive a password reset email after entering your user name. Please follow the link to reset.

  6. Choose New Password You will then be prompted to create a new password which must conform to our password security standards.

  7. The Dashboard You will then be directed to the main CSO Dashboard where you will find the Recent News which is where we will post any current news items such as important new laws, procedural changes, or rate changes.

  8. View Resources The Resources tab is where we post relevant material, procedural or informational guides.

  9. Links to Documents When you click on the link for any of the Resources such as the “KSN fees for Collection of Delinquent Assessments” the document will open in a new window.

  10. New Feature – Legal Terms Glossary Another new feature is an external Legal Terms Glossary. This link opens Law.com where you will be able to look up any legal terms or phrases that you may need in order to better understand a specific legal term or procedure.

  11. Calendar You can see a snapshot of past or future events, deadlines and court dates. Hovering over any of the events on the calendar will give you the ability to click to view more detailed information regarding that calendar listing.

  12. Calendar Options The menu at the top right of the Calendar screen allows you to change the view to daily, weekly, or monthly and where you can specify the date range.

  13. Calendar Detail Calendar detail view

  14. Event List Report - Association The Event List Report allows you to search either by Associations that are assigned to your login or by selecting a specific Association name.

  15. Event List Report - Matter You can also search the Event List Report by matter name or by selecting a specific matter name from the drop down menu.

  16. Event List Report - Address You can further filter your results by specifying a specific unit number or address in the Property Address field.

  17. Event List Report - Key Word You can also filter the results by entering a key word or multiple key words (comma separated) into the explanation field such as Bankruptcy, Foreclosure. In this example, only event explanations with either Bankruptcy or Foreclosure will display in the event list.

  18. New Feature – Payment Report The Payment Report is now an available option to display all payments that we have either processed or that have been reported to us within the selected date range.

  19. New Feature – Export to Excel Another new feature is the ability to export to Excel. Simply clicking the Export To Excel button will automatically transfer the event list into an Excel spreadsheet.

  20. New Feature – Sub Users Another great new feature is the ability to add and maintain your own Portal Sub Users. With this feature, you can set up multiple users for your Board Members or Property Managers. You can customize each login to have access to whichever Associations are pertinent to each Sub User.

  21. Questions? Please feel free to contact: Eliot Levy ecl@ksnlaw.com 847-777-7298 or Jim Hedlund jbh@ksnlaw.com 847-777-7279.

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