LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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LexisNexis Total Practice Advantage 9.0 Installing the Software Entering Initial User and Application Settings After you provide the appropriate information requested by the registration wizard, you must create a user ID. A wizard displays to guide you through the process. In addition to creating a user ID, you must also choose the terminology you prefer for matters (“job,” “case,” “matter,” “engagement,” etc.) and choose whether or not to enable security features. These settings can be changed later from within the application. To Enter Initial User and Application Settings Installing the Software 1 From the LexisNexis Total Practice Advantage Introduction and Welcome screen, click Next when you are ready to begin. The License Agreement and Limited Warranty screen opens. Installing the Software 2 Review the License Agreement. Select I Accept and click Next. Installing the Software Installing the Software 3 On the Firm Information screen, enter the name, address, and phone/fax numbers of your firm. Click Next. Note: Information entered here automatically completes fields on the Firm tab at Program Level Setup. 18 Entering Initial User and Application Settings
LexisNexis Total Practice Advantage 9.0 Installing the Software 4 On the Initial User Information screen, enter the name of the initial user, a User ID consisting of 2 or 3 initials, and a password. Click Next. Installing the Software Installing the Software 5 Select the options you want to take effect when you log in. These options are specific to your User ID, and they can be changed later from within the program. Click Next. Option Main Opening Screen Show Alerts and Reminders Screen after Program Login Show if there are no Alerts and Reminders Show Tip of the Day after Program Login Description Select the program screen you want to open automatically. If you do not want a screen to open, select “Main Menu”. If selected, the Alerts, Reminders and Watches screen opens automatically. If selected, the Alerts, Reminders and Watches screen opens even if there are no Alerts or Reminders to display for the current day. If selected, the Tip of the Day screen opens automatically. Installing the Software Installing the Software Entering Initial User and Application Settings 19
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Appendix A—Putting It All Togethe
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Appendix B—Fillable Forms When us
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Appendix C—Guided Search Forms an
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Appendix D—Completing HotDocs Aut
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Appendix E—Practice Area Customiz
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Index A Accessing Guided Search For
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LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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