FAQ Maintenance

BASIC CONFIGURATION BC Values 31 – Add your company logo to the Login Screen 96 – User will see Login Id and database connection in title bar 260 – Name Add options 261 – Only allow editing of contacts 270 – Automatic Term Responsible 280 – Prompt to open up Term window when using Plugin (single case) 309 – Document Sorting (family documents) 330 – Use local email client

BASIC CONFIGURATION Display Layout Audit Setup / Verify Data Hide pages that are not in use Hide pages for certain users/security groups Translation option to give the pages “your choice” of label Audit Setup / Verify Data Case and Name Possible to set which fields should be part of Audit Setup to Log updates If setup to Log – possible to also use verify Specify which updates to verify

NAMES CONFIGURATION Default Name Setup User Name Fields Name No and Name Type needs to be specified Create Case Copy Case Based on Case Category User Name Fields Patricia Name Fields

SECURITY Layout Function Document Categories Term / Term Extendable / Workflows

CASE CONFIGURATION Copy Case Script Case Status – priority order Ordering of the Diary Fields – Case Status update Copy Copy Case Script Case Status – priority order Service Level Script

TERM CONFIGURATION Term Category Term Notes Workflow Matrix How to sort in Term List? Term Notes Workflow Matrix Term Progression / Next Term Conditional Terms Conditional tab Criteria on connect / disconnect Client specific requests

TERM/TEAM RECONNECTION Term Reconnection From Person / To Person Team Reconnection From Team / To Team Extended Team Connection Role

DIARY MATRIX Update Family Supplemental Fields Do not Inherit Non-family related cases Add only Term – do not update Diary Field Supplemental Fields Show/Hide in Patricia Do not Inherit To exclude Diary Field from specific Country Double Entry Setup Multi User / Single User Re-enter Data Confirm by tick box

DATA EXCHANGE Country and Law Import Price List Import Workflow Import / Export

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