PCLaw 11.0 Administration Guide - Support - LexisNexis

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About this guide This guide provides a list of tasks for installing PCLaw® Practice Management Software. If you need additional information, refer to the PCLaw Support Center. Copyright and Trademark LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. PCLaw is a registered trademark of LexisNexis Practice Management Systems Inc. Other products and services may be trademarks or registered trademarks of their respective companies. Copyright 2012 LexisNexis. All rights reserved. Version 2012.02.13.02.44 LexisNexis Practice Management Systems, Inc. 123 Commerce Valley Drive East Suite 310 Markham, On L3T 7W8 Canada North America: 800.387.9785 Outside North America: 919.467.1221 Fax: 919.467.7181 http://www.lexisnexis.com/law-firm-practice-management/pclaw PCLaw 11.0 Administration Guide
Contents How to Use this Guide ......................................................................................... 4 Intended Audience .............................................................................................. 5 Login ................................................................................................................ 6 Backup and Restore Data ..................................................................................... 7 Backup Data ................................................................................................. 8 Restore Data ................................................................................................. 11 Security Settings and Setup ................................................................................. 14 Create a New User in PCLaw ............................................................................ 15 Setting Up Groups ......................................................................................... 17 Add a User to a Group .................................................................................... 19 Advanced Security Settings Setup ......................................................................... 20 User Selection and Restrictions ........................................................................ 21 Matter Access and Setup for Users ................................................................... 22 Matter Manager Access and Setup for Users ...................................................... 23 Bank Account Access and Setup for Users ......................................................... 24 Time/Fees Access and Setup for Users .............................................................. 25 Calendar Access and Setup for Users ................................................................ 26 View User Rights ........................................................................................... 27 User Restrictions ........................................................................................... 28 Remove a User From a Group .......................................................................... 29 Remove a User From PCLaw ............................................................................ 30 Change User Password ................................................................................... 31 Credit Card Security Setup .............................................................................. 32 Create a New Credit Card User ........................................................................ 33 Reset a Credit Card User’s Password ................................................................ 34 Configure a Credit Card User’s Account Settings ................................................. 35 Delete a Credit Card User Account ................................................................... 36 Security Preferences ........................................................................................... 37 Security Preferences Setup ............................................................................. 38 PCLaw Application Updates .................................................................................. 39 PCLaw Automatic Updates ............................................................................... 40 PCLaw Manual Updates ................................................................................... 41 Upgrade the Server ........................................................................................ 43 System Settings and Setup .................................................................................. 51 System Settings for the Firm ........................................................................... 52 Data Entry System Settings ............................................................................ 53 Banking System Settings ................................................................................ 54 1 PCLaw 11.0 Administration Guide
Page 1: PCLaw® 11.0 Administration Guide
Page 5 and 6: Change an Existing Task Code ......
Page 7 and 8: Intended Audience This guide is int
Page 9 and 10: Backup and Restore Data PCLaw allow
Page 11 and 12: 6. Click OK to continue. The PCLaw
Page 13 and 14: Restore Data 1. Open the PCLaw appl
Page 15 and 16: 9. Click Yes. The Import Progress s
Page 17 and 18: Create a New User in PCLaw 1. Open
Page 19 and 20: Setting Up Groups All users in PCLa
Page 21 and 22: Add a User to a Group 1. Go to Opti
Page 23 and 24: User Selection and Restrictions 1.
Page 25 and 26: Matter Manager Access and Setup for
Page 27 and 28: Time/Fees Access and Setup for User
Page 29 and 30: View User Rights To determine the r
Page 31 and 32: Remove a User From a Group To remov
Page 33 and 34: Change User Password To change a pa
Page 35 and 36: Create a New Credit Card User To cr
Page 37 and 38: Configure a Credit Card User’s Ac
Page 39 and 40: Security Preferences Enabling Advan
Page 41 and 42: PCLaw Application Updates The PCLaw
Page 43 and 44: PCLaw Manual Updates PCLaw software
Page 45 and 46: Upgrade the Server Take the followi
Page 47 and 48: 6. Click OK to close the User Monit
Page 49 and 50: 13. Click Go for either option, to
Page 51 and 52: 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
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Change a Type of Law Information To
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Explanation Codes Explanation codes
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4. Enter a nickname for the code in
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5. Select the fields to change and
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Task Codes Task codes can be used b
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Change an Existing Task Code To cha
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Template Editor To modify the appea
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Bank Account Setup The default bank
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4. Select the account type to be ad
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4. Change the information in the fi
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4. Click Yes to continue. The Bank
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Reactivate a Bank Account To reacti
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4. Click the Configure Merchant Acc
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Add a G/L Account Use the following
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Change G/L Account Information Use
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Delete a G/L Account Use the follow
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Department Codes Department codes c
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Change an Existing Department Code
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4. Highlight the Department Code to
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Add a New Vendor Use the following
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Change Vendor Information Use the f
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Vendor Deactivation Use the followi
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Verify Data Integrity Data integrit
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PCLaw Mobility PCLaw ® Mobility is
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PCLaw Mobility Installation Checkli
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3. Click Configure to continue. The
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5. On the Connections Settings tab,
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3. On the Users tab, select a user
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PCLaw 11.0 Administration Guide - Support - LexisNexis

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