An introduction to the new desktop app for Windows 10, this course covers:
Downloading & Logging In
- Downloading the App from the Microsoft Store
- The Focus On Menu
- Logging into the App
- The App Homepage
Adding New Clients & Matters
- Adding Individual & Company Clients
- Adding a New Matter
- Editing Clients & Matters
- Label Printing
Conflict of Interest Searches
- Performing a Conflict Search for a Client
- Performing a Conflict Search for a Dossier Field
- Saving Your Results
Matter Restrictions
- Editing Matters to set restrictions
Case Management: Dossier & Document Production
- Dossier Overview
- Selecting a Dossier Page
- Adding Information to the Dossier
- Documents in the App
- Document Search
- Running Documents
- Saving Documents
Case Management: Key Dates, Matter History & Workflows
- Adding & Editing Key Dates
- Meeting Key Dates
- Adding Documents
- Adding Matter History Notes
- Customise Matter History
- Item Options
- Loading & Running Workflows
Contacts & Organisations
- Adding Contacts
- Adding Organisations
Bundles & Packages
- Creating Court Bundles
- Creating Packages
Time Recording
- The Time Recording App
- Searching Files
- Viewing the Time Ledger
- Using Timers
- Posting Your Time
The Client Ledger
- Cheque Requisitions
- Viewing the Client Ledger
- Client Ledger Summary
Labels, Cheques & Debtor Letters
- Accessing Cheque Printing
- Options & Filters
- Printing Cheques
- Accessing Bill Printing
- Options & Filters
- Printing Bills
- Accessing Label Printing
- Options & Filters
- Printing labels
- Accessing Debtor Letters
- Options & Filters
- Printing Debtor Letters