TIPS & TRICKS

EXTENED TERMS – BC VALUES General | Value 188: ”Save Term Notes when changing” General | Value 239: ”Log cancelled terms” General | Value 270: ”Automatic Term Responsible” General | Value 305: ”Single class trademark term handling” General | Value 320: ”Diary Processing if Term Family on Case” Letter | Value 240: ”Check Term Documents” Report | Value 168: ”Enable move termdates in Termlist” Report | Value 249: “Setting ”until date” for term list” Report | Value 332: “Default search criteria for termlist” Report | Value 334: “Use Extended Termlist criteria option”

EXTENED TERMS – CONDITIONS Conditional Term setup Setup in Term Creation as: ”From Term to Term” based on criteria (direct) Setup in Term | Actions: Connect, Disconnect based on criteria (no report) Setup in Diary Matrix: Trigger Term based on Diary Field criteria

EXTENED TERMS - SECURITY Security setup Function Security Case: Add, Edit, Delete Update Internal Terms Update External Terms Update Exernal Terms from Diary Upate Internal Term from Diary Term Security Term ID Term Category Term Extedable Security

TERM PROGRESSION Setup done in Term Creation Term Progression Icon Not possible to delete Term Connections setup in Term Creation | Actions Possible to Add Terms and Conditions Possible to delete terms connected via Workflow connections

TERM PROGRESSION Configuration found in Term Configuration Possible to Delete Term Progression setup Possible to View Term Progression setup Possible to do further setup to Term Progression

TERM PROGRESSION Actions | Term Workflow | View Flowchart Next Term

DISPLAY LAYOUT Case / Financial Display Layout setup based on Case Master Country Application Type Service Level Name Display Layout setup based on Name Type Recommended Name Type Profile Type

DISPLAY LAYOUT Find / Reports / Docketing Display Layout Used to hide certain pages / options for certain users / user groups

DATA VERIFICATION Diary Verification Case Data Verification Double Entry Setup: Multi User or Single User Re-enter data or confirm with tick box Link to Terms Case Data Verification Application Type Service Level Goods Text Matter ID / Old Case Id Parties

DATA VERIFICATION Name Data Verification Basic Name data Address / Physical Address Recommended Name Type Language Email Financial data Fee Category Outgoing Currency VAT Code General Information Extended Information Services Connections