Zelly Training Videos

Video Recordings of Zelly Trainings and Snapshot Videos.

Recordings of the formal trainings and snapshot videos are stored on a google drive.

Short “Snapshot” training videos cover key subjects. The purpose of these videos is to demonstrate in under 5 minute (usually)  a very specific function in Zelly. Snapshots are being added regularly.  Additional ones will be added based on user feedback. Each video has a name, length, and brief description.

The link to the drive with ALL the videos is https://drive.google.com/drive/folders/1LsP0gdogkIIXyx01P5GstT3tSOcMDXrW?usp=sharing 

See the current list of Snapshot videos, below.

NOTE: If a video is blurry when playing, press pause and play in rapid succession which fixes the issue.

Recordings of Formal Trainings: 

Overview Training (57 minutes 32 seconds): https://drive.google.com/file/d/17NYE1LXYnw4eKbZT5oVxFz3Ri2vcl0Iv/view?usp=sharing

Deeper Diver Training (1 hour 53 minutes): https://drive.google.com/file/d/1a81kXcyZI9kUYJEL5knGGX4H_qmUTZj4/view?usp=sharing

Snapshot Training Videos – Short videos on specific topics

  1. Add Case Participant, 5 minutes 5 seconds – how to add participants to a case
  2. Add Charges to a Case, 3 minutes – how to add charges to a case
  3. Add Participant Not in Zelly to a Case, 3 minutes 37 seconds – quick and simple method to add a person to a case, who isn’t currently in Zelly, while staying in that case
  4. Add Person, 2 minutes 3 seconds – simple method to add a person
  5. Add Position to a Person, 1 minute 48 seconds – adding a position (like Police or Judge, etc.) to a persn
  6. Add Sibling Co-clients to a Case – CAFL, 4 minutes – many CAFL cases have multiple clients on the same NAC. This demonstrates how to create such a case in Zelly. It works for any division, not just CAF
  7. AKA or Multiple Names, 2 minutes, 8 seconds – how to give a Person/client multiple names and how this affects search
  8. Alerts and Subscriptions, 9 minutes 24 seconds – what are alerts, subtribe to alerts, and manage alerts
  9. Bind-over Cases, 2 minutes 45 seconds – how to bind-over from District to Superior Court
  10. CAFL Dedicated Training, 1 hour 11 minutes 7 seconds
  11. Case Create, 1 minute 43 seconds – simple method for adding a case, excluding Bail Only
  12. Case Events, 4 minutes and 03 seconds – what are Case events, how they are added and used
  13. Cloning a Case, 2 minutes 45 seconds – copying (most) information from an existing case to a new case, including case participants
  14. Close a Case, 3 minutes 13 seconds – process for closing a case
  15. Conflict Check – Search , 1 minute 4 seconds – how to perform a simple conflict check
  16. Create Bail Only Case, 2 minutes 21 seconds – how to create a Bail Only Case quickly
  17. Creating a Case and Defendants and Witness from a Police Report, 18 minutes 57 seconds – creating a case using police report, including defendants, witnesses, victims, charges, uploading the police report, creating a runsheet, etc.
  18. Dashboard, 1 minute 59 seconds – Description of the features of the homepage of Zelly
  19. Deep Dive Training, 1 hour 53 minutes – more detailed general training
  20. Download Documents, 2 minutes 34 seconds – how to download documents stored in Zelly
  21. Download Runsheets or Other Parts of a Case or Person Page, 1 minute 58 seconds – how to download parts of a case or person page for sharing
  22. Generate Documents – AAA – Case Templates, 3 minutes 4 seconds – method for generating case document templates
  23. Investigators, 5 minutes 2 seconds – adding an Investigator to a case and indicating their level of effort on a Case
  24. Known Associates, 3 minutes 30 seconds – Listing known associates of a person AND their relationship to that person
  25. Navigation – Action Bar, 4 minutes 52 seconds – Illustrates the functionality and value of the Action Bar
  26. Navigation – Navigation Bar, 2 minutes 9 seconds – Demonstrates the use of the Navigation Bar and how it makes navigating a person and a case easier
  27. Other Actions Menu – Case, 3 minutes 12 seconds – review of all the functionality in the Other Actions menu for a case
  28. Other Actions Menu – Person, 2 minutes 46 seconds – review of all the functionality in the Other Actions menu for a person
  29. Overview Training, 57 minutes 32 seconds – high level broad training
  30. Person – Editing and Adding Information, 7 minutes 19 seconds – editing and adding information to a person page
  31. Re-open a Closed Case, 1 minute 34 seconds – how to re-open a closed case
  32. Reports, 3 minutes 44 seconds – key reports functionality
  33. Runsheet – Case, 6 minutes 53 seconds – how to create and edit a Case Runsheet
  34. Runsheet – Person, 6 minutes 14 seconds – how to create and edit a Person Runsheet
  35. Search – Case, 4 minutes 10 seconds – the four key methods to search for a Case: Zelly case #, docket #, case name, and legacy case number
  36. Search – Person, 1 minute 41 seconds – how to quickly search for a person in Zelly and get their demographic/contact information
  37. Search for Text within a Runsheet, 3 minutes 56 seconds – demonstration on how to search for a runsheet which contains the text you are seeking. Helpful if you aren’t sure which runsheet has the information you require
  38. Social Services Advocates SSA/SW, 5 minutes 29 seconds – adding an SSA/SW to a case and indicating their level of effort on a Case
  39. Special Case Access, 2 minutes 48 seconds – Allows you to grant access to a Case to someone not linked to the Case as a Professional (Attorney, Investigator, SW/SSA) and isn’t assigned to the “Associated Office” of the Case
  40. Upload Files, 5 minutes 10 seconds – how to upload documents to Zelly