PCLaw 11.0 Administration Guide - Support - LexisNexis

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Matter Access and Setup for Users To allow a user to access Matter information: 1. Go to Options > Administrator > Security. The PCLaw Security Setup screen opens. 2. Select the user from the User list. 3. Click the Advanced button. The Advanced Security Settings screen opens. 4. Click the Matters security settings tab. 5. Select all applicable access and/or restrictions to be applied to the user and click OK. The Security Setup screen is displayed. 6. If there are no other security setup changes that need to be made, click OK to close the window. 22 PCLaw 11.0 Administration Guide
Matter Manager Access and Setup for Users To allow and/or restrict a user’s access to the Matter Manager: 1. Go to Options > Administrator > Security. The PCLaw Security Setup screen opens. 2. Select the user from the User list. 3. Click the Advanced button. The Advanced Security Settings screen opens. 4. Click the Matter Manager security settings tab. 5. Use the drop‐down menu arrows to select all applicable access and/or restrictions to be applied to the user and click OK. The Security Setup screen is displayed. 6. If there are no other security setup changes that need to be made, click OK to close the window. 23 PCLaw 11.0 Administration Guide
Page 1 and 2: PCLaw® 11.0 Administration Guide
Page 3 and 4: Contents How to Use this 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: User Selection and Restrictions 1.
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
Page 53 and 54: System Settings and Setup It is imp
Page 55 and 56: Data Entry System Settings To compl
Page 57 and 58: Banking Quick Check Layout To setup
Page 59 and 60: 9. Enter the appropriate data for e
Page 61 and 62: 5. Enter settings as appropriate fo
Page 63 and 64: Matter System Settings To establish
Page 65 and 66: Billing System Settings To enter th
Page 67 and 68: 6. Select a phrase from the list or
Page 69 and 70: 5. Select a phrase from the list an
Page 71 and 72: 6. Click Yes to confirm the deletio
Page 73 and 74: 4. Select the appropriate checkboxe
Page 75 and 76:
Check Pattern System Settings To es
Page 77 and 78:
4. Click the Change button for the
Page 79 and 80:
Other System Settings Setup To esta
Page 81 and 82:
Configure Remote Client Server Sett
Page 83 and 84:
Outlook Connection Settings Via the
Page 85 and 86:
8. Select a timekeeper from the lis
Page 87 and 88:
Workstation Settings and Setup Work
Page 89 and 90:
Calendar Setup for Individual Works
Page 91 and 92:
Miscellaneous Settings and Setup Op
Page 93 and 94:
4. Click the associated Change butt
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Lawyers and Rates To track the time
Page 97 and 98:
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
Page 105 and 106:
4. Click the Special Fields tab. Th
Page 107 and 108:
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
Page 113 and 114:
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
Page 153 and 154:
Vendor Deactivation Use the followi
Page 155 and 156:
Verify Data Integrity Data integrit
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PCLaw Mobility PCLaw ® Mobility is
Page 159 and 160:
PCLaw Mobility Installation Checkli
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3. Click Configure to continue. The
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5. On the Connections Settings tab,
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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