Answer to Question 1
The user manual will generally have references, and the program itself will feature a help function or tutorial. Many of these resources are also available online. Most community colleges and high schools offer non-credit classes at no or low cost to learn these and other programs.
Answer to Question 2
The first step is to determine whether a paper or electronic file will be used. The preferences of the attorney assigned to the case will determine how the file is arranged, regardless of whether it is paper or electronic.
A case file can be arranged in many ways. Typically, the arrangement is whatever works best for the attorney assigned to the case. This may mean the file is arranged first with general files, such as pleadings, correspondence and legal research. As the case proceeds, more documents are created and more information becomes available, general files may be broken into more specific sub-files.