1. FAQ Maintenance

2. BASIC CONFIGURATION BC Values
31 – Add your company logo to the Login Screen
96 – User will see Login Id and database connection in title bar
260 – Name Add options
261 – Only allow editing of contacts
270 – Automatic Term Responsible
280 – Prompt to open up Term window when using Plugin (single case)
309 – Document Sorting (family documents)
330 – Use local client

3. BASIC CONFIGURATION Display Layout Audit Setup / Verify Data
Hide pages that are not in use
Hide pages for certain users/security groups
Translation option to give the pages “your choice” of label
Audit Setup / Verify Data
Case and Name
Possible to set which fields should be part of Audit Setup to Log updates
If setup to Log – possible to also use verify
Specify which updates to verify

4. NAMES CONFIGURATION Default Name Setup User Name Fields
Name No and Name Type needs to be specified
Create Case
Copy Case
Based on Case Category
User Name Fields
Patricia Name Fields

5. SECURITY Layout Function Document Categories
Term / Term Extendable / Workflows

6. CASE CONFIGURATION Copy Case Script Case Status – priority order
Ordering of the Diary Fields – Case Status update
Copy Copy Case Script
Case Status – priority order
Service Level Script

7. TERM CONFIGURATION Term Category Term Notes Workflow Matrix
How to sort in Term List?
Term Notes
Workflow Matrix
Term Progression / Next Term
Conditional Terms
Conditional tab
Criteria on connect / disconnect
Client specific requests

8. TERM/TEAM RECONNECTION
Term Reconnection
From Person / To Person
Team Reconnection
From Team / To Team
Extended Team Connection
Role

9. DIARY MATRIX Update Family Supplemental Fields Do not Inherit
Non-family related cases
Add only Term – do not update Diary Field
Supplemental Fields
Show/Hide in Patricia
Do not Inherit
To exclude Diary Field from specific Country
Double Entry Setup
Multi User / Single User
Re-enter Data
Confirm by tick box

10. DATA EXCHANGE Country and Law Import Price List Import
Workflow Import / Export

11. Questions?
Thank You!
Feedback...