Connecting with DocLink
TM
Creating a secure account in   DocLinkTM   is as simple as 1, 2, 3!
Whether you are a trustee or a third-party professional, DocLinkTM makes it easy to connect with a simple three-step process.
For Trustees
1
Once the Trustee has logged into CaseLink, please click under the File menu and select "Security" and then set the "Is Trustee" flag. Next, click on the "User Rights - page two" and select "DocLink" from the list and choose Save. (Applies to CaseLink 12.56 or higher.)
2
Click the "Connect to DocLink" link from the CaseLink Home Page and create an account with a unique User Name and Password.
3
Select third-party professionals in DocLinkTM to activate the registrations. DocLinkTM will automatically generate and send a unique Registration Key to each party.
For Third-Party Professionals
1
To access DocLinkTM, please email the trustee to request a unique Registration Key.
2
Connect to the DocLinkTM site via the e-mail link or at https://doclink.bms7.com.
3
Create an account using the Registration Key provided by the trustee, and establish a unique User Name and Password. For multiple trustees, simply add each Registration Key to your existing account.
DocLink
TM
  - Transform the Way You Work