How can I change the information in the footer, such as time, date, parties’ names, file name, software version, and page numbers?
You may change the footer with the Report Options dialog. In the Cloud, click Settings > Configuration > Set Report Options. In the desktop software, click Files & Settings > Configuration > Set Report Options. You may make the footer have a larger font. You mal also add two lines of a custom footer, which […]
How can I change the name that appears in the footer when I print?
In the Cloud software, the name of the currently-licensed professional will print in the footer. In the Firm version, you may transfer a file to another member of the firm, then view that member’s files. Then that member’s name will print. To do this: In the desktop software, you can change the name if the […]
How does Family Law Software work with Smokeball?
Both the desktop and the Cloud software integrate with Smokeball. Each platform integrates differently and has different functionality, however. The sections below describe the functionality for each platform. Cloud: Here is how you use the Smokeball integration. To do that, click Settings > Configuration > Professional Information > Register, as shown below. On the top […]
How can I send information from Family Law Software to another professional who does not have the program?
There are two approaches: 1. Send the file, and have the attorney download a trial version of the software, which is free. 2. Print what you need to a PDF and send the PDF. .
How can I e-mail a PDF generated by the desktop software?
In the desktop software, click the PDF button at the top of the screen. The PDF will be saved in your default folder. Now, you can manually send the PDF as an attachment to an email. The default folder is where you will find it, to attach it.
How can I send files to other professionals who have Family Law Software?
In the Cloud software In the Desktop software If a firewall prevents you from sending the file this way, you may manually email the file. You can see the folder where the file is located by looking at Files & Settings tab. Go to your email program, address an email to the professional, and navigate […]
How can I send a client file to Tech Support?
In the Cloud, do the following: In the desktop software, do the following: If a firewall prevents you from sending the file to us this way, you may manually email us the file. You can see the folder where the file is located by looking at Files & Settings > Open/Save/Send, at the top of […]
Does the KeyCode control access to client files using the Desktop Software?
No, the KeyCode only unlocks the desktop software. Once the software is unlocked, the user may open any file created with the software. This becomes important in situations in which an employee leaves the firm. If the employee has taken client files with him or her, the employee will be able to access them. This […]
How can I send a data file to another computer?
You have several options to move files between computers. 1. Email. Using the Cloud software, open File Manager, find the file, click the 3-dots button, and select Email. You can upload a file to the Cloud by opening File Manager, and clicking the Upload button (on the right). Using the Desktop software, you can email […]
I can’t find the client file(s) on my computer
In the Cloud, you can search for a file in your list. If you do not see it there, look in Archive and Backup. For the desktop, there are a few options for locating your client files. Windows Computers If all the files are located in one folder, and you want the software to look […]