PCLaw 11.0 Administration Guide - Support - LexisNexis

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Enable PCLaw Mobility for the Firm To enable PCLaw Mobility for the firm: 1. Log in to PCLaw as an administrative user. 2. Click Options > Administrator > Security Preferences. The Security Preferences screen opens. 3. On the Security Preferences screen, select Enable Advanced Security and click OK. 4. Click Options > Connection Settings. The Connection Settings window opens. 160 PCLaw 11.0 Administration Guide
5. On the Connections Settings tab, select the Use This Set of Books When Connecting with Other Programs check box. 6. Type the user name of your Administrator account in the Login As field. Then select the following check boxes: � Store Password – type the password for the Administrator user � Use Mobility Feature 7. Click OK. 8. If you are asked if you want to allow PCLaw to make changes, click Yes. 161 PCLaw 11.0 Administration Guide
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PCLaw® 11.0 Administration Guide
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Contents How to Use this Guide ....
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Change an Existing Task Code ......
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Intended Audience This guide is int
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Backup and Restore Data PCLaw allow
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6. Click OK to continue. The PCLaw
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Restore Data 1. Open the PCLaw appl
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9. Click Yes. The Import Progress s
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Create a New User in PCLaw 1. Open
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Setting Up Groups All users in PCLa
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Add a User to a Group 1. Go to Opti
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User Selection and Restrictions 1.
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Matter Manager Access and Setup for
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Time/Fees Access and Setup for User
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View User Rights To determine the r
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Remove a User From a Group To remov
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Change User Password To change a pa
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Create a New Credit Card User To cr
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Configure a Credit Card User’s Ac
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Security Preferences Enabling Advan
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PCLaw Application Updates The PCLaw
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PCLaw Manual Updates PCLaw software
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Upgrade the Server Take the followi
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6. Click OK to close the User Monit
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13. Click Go for either option, to
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22. Locate your Data folder and cli
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System Settings and Setup It is imp
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Data Entry System Settings To compl
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Banking Quick Check Layout To setup
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9. Enter the appropriate data for e
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5. Enter settings as appropriate fo
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Matter System Settings To establish
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Billing System Settings To enter th
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6. Select a phrase from the list or
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5. Select a phrase from the list an
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6. Click Yes to confirm the deletio
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4. Select the appropriate checkboxe
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Check Pattern System Settings To es
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4. Click the Change button for the
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Other System Settings Setup To esta
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Configure Remote Client Server Sett
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Outlook Connection Settings Via the
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8. Select a timekeeper from the lis
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Workstation Settings and Setup Work
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Calendar Setup for Individual Works
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Miscellaneous Settings and Setup Op
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4. Click the associated Change butt
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Lawyers and Rates To track the time
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4. Enter the new lawyer’s nicknam
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4. Change the lawyer information as
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4. Click the Yes button to continue
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4. Click the Accounting tab. The Ch
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4. Click the Special Fields tab. Th
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4. Click the Budget Figures tab. Th
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Types of Law To classify Matters, a
Page 111 and 112: Change a Type of Law Information To
Page 113 and 114: Explanation Codes Explanation codes
Page 115 and 116: 4. Enter a nickname for the code in
Page 117 and 118: 5. Select the fields to change and
Page 119 and 120: Task Codes Task codes can be used b
Page 121 and 122: Change an Existing Task Code To cha
Page 123 and 124: Template Editor To modify the appea
Page 125 and 126: Bank Account Setup The default bank
Page 127 and 128: 4. Select the account type to be ad
Page 129 and 130: 4. Change the information in the fi
Page 131 and 132: 4. Click Yes to continue. The Bank
Page 133 and 134: Reactivate a Bank Account To reacti
Page 135 and 136: 4. Click the Configure Merchant Acc
Page 137 and 138: Add a G/L Account Use the following
Page 139 and 140: Change G/L Account Information Use
Page 141 and 142: Delete a G/L Account Use the follow
Page 143 and 144: Department Codes Department codes c
Page 145 and 146: Change an Existing Department Code
Page 147 and 148: 4. Highlight the Department Code to
Page 149 and 150: Add a New Vendor Use the following
Page 151 and 152: Change Vendor Information Use the f
Page 153 and 154: Vendor Deactivation Use the followi
Page 155 and 156: Verify Data Integrity Data integrit
Page 157 and 158: PCLaw Mobility PCLaw ® Mobility is
Page 159 and 160: PCLaw Mobility Installation Checkli
Page 161: 3. Click Configure to continue. The
Page 165: 3. On the Users tab, select a user
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PCLaw 11.0 Administration Guide - Support - LexisNexis

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