1. TIPS & TRICKS

2. 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”

3. 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

4. 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

5. 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

6. 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

7. TERM PROGRESSION
Actions | Term
Workflow | View Flowchart
Next Term

8. 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

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

10. 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

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