Post on 14-Apr-2017
transcript
Lgal.OneLegal Practice solution for Law Firm
User Training for Staff
Other (New features)
User training - Agenda
1. Integration with I-drive and J-drive2. Integration with Outlook Calendar/ Email/ Task3. Cause Paper Registry4. Auto-generated letters
User training - Agenda
5. Reports:+ Fee Earner Receipt Funds+ Fee Earner Receipt Funds Details+ Matter Status Reports
6. Dashboard: + My Dashboard
+ My Matter+ My Report+ My Calendar
Integration with I-drive and J-drive1
1.1. Start syncing files and folders between Lgal.One and I-Drive
1.2. Turn off syncing
1.3. Resume syncing
1.4. Syncing changes
1.1. How to Start Syncing files and folders between Lgal.One and I-Drive
1. Go to Matter, select a matter and open it, and then select Document > Directories and File Sync tab2. Click Map3. Click OK
Notes: After the matter has mapped, the matter's files and folder will be automatically synced between Lgal.One and I-Drive based on the automatic schedule
1.1 How to Start Syncing1
1.1 How to Start Syncing2
1.1 How to Start Syncing3
Synced
41.1 How to Start Syncing
If the syncing between Lgal.One and I-Drive is taking a while, you can pause it at any time.1. Go to Matter, select a matter and open it, and then select Documents > Directories and File Sync tab2. Click Unmap3. Click OK
Notes: After the matter has been unmapped, the matter's files and folder have been created/synced they will be still stored in I-Drive but they will be removed in Lgal.One until mapped again
1.2 How to turn off syncing between Lgal.One and I-Drive
1.2 How to turn off syncing1
1.2 How to turn off syncing2
If you want to start up the sync again after pausing it, you can resume syncing 1. Go to Matter, select a matter and open it, and then select Documents > Directories and File Sync tab2. Click Map3. Click OK
Notes: After the matter has been mapped again, the matter's files and folder will be automatically resumed syncing between Lgal.One and I-Drive.
1.3 How to resume syncing between Lgal.One and I-Drive
1.3 How to resume syncing1
1.3 How to resume syncing2
If files or folders are edited, changes will be synced between Lgal.One and I-Drive. You can sync it at any time (no need waiting until the automatic schedule)1. Go to Matter, select a matter and open it, and then select Documents > Directories and File Sync tab2. Click Sync Now3. Click OK
Notes: Any change that you make to files or folders – will be synced and updated
1.3 How to sync changes between Lgal.One and I-Drive
1.4 How to sync changes1
1.4 How to sync changes2
1.4 How to sync changes
Synced
3
Integration with Outlook Calendar/Email/Task2
2.1. Installing the plug-in
2.2. Integration with Outlook Calendar
2.3. Integration with Outlook Email
2.4. Integration with Outlook Task
2.1. Installing the plug-in
2.1.1 How to download and Install the plug-in1
2.1.1 How to download and Install the plug-in2
2.1.1 How to download and Install the plug-in3
2.1.1 How to download and Install the plug-in4
2.1.2 How to Configure the plug-in to connect to Lgal.One
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2.1.2 How to Configure the plug-in to connect to Lgal.One
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Tasks
Calendar
Integration with Outlook Calendar/ Email/ Task
2.2.2 From Outlook to Lgal.One
User performs Calendar Sync
(manually)
2.2.1 From Lgal.One to Outlook
When a new event is created in
Lgal.One, user has the option to sync
to Outlook
2.2 Integration with Outlook Calendar
2.2.1 From Lgal.One to Outlook
2.2 Integration with Outlook Calendar
2.2.1. How to sync an event is created in Lgal.One to Outlook
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2.2.1. How to sync an event is created in Lgal.One to Outlook
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2.2.1. How to sync an event is created in Lgal.One to Outlook
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2.2.1. How to sync an event is created in Lgal.One to Outlook
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2.2.1. How to sync an event is created in Lgal.One to Outlook
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2.2.2 From Outlook to Lgal.One
* Quick sync a calendar to Lgal.One
** Chose the period to sync the calendars to Lgal.One
2.2 Integration with Outlook Calendar
2.2.2 From Outlook to Lgal.One
* Quick sync a calendar to Lgal.One
2.2 Integration with Outlook Calendar
2.2.2 How to sync Calendar in Outlook to Lgal.One 1
2.2.2 How to sync Calendar in Outlook to Lgal.One 2
2.2.2 How to sync Calendar in Outlook to Lgal.One 3
2.2.2 How to sync Calendar in Outlook to Lgal.One 4
2.2.2 How to sync Calendar in Outlook to Lgal.One 5
2.2.2 From Outlook to Lgal.One
** Chose the period to sync the calendars to Lgal.One
2.2 Integration with Outlook Calendar
2.2.2 Choose the period to sync Calendar to Lgal.One1
2.2.2 Choose the period to sync Calendar to Lgal.One2
2.2.2 Choose the period to sync Calendar to Lgal.One3
2.2.2 Choose the period to sync Calendar to Lgal.One4
- Sync email from Outlook to Lgal.One- Sync attached files to documents of matter- Sync email content to message log of matter- User performs uploading of emails (and attachments) to the selected matter (stored in a folder that can be retrieved from Lgal.One)- Can create a sub-folder for each email based email subject and date/time (optional)Notes: There will not be any reading or sending of emails from Lgal.One
2.3 Integration with Outlook Email
2.3. How to Sync an email from Outlook to Lgal.One 1
2.3. How to Sync an email from Outlook to Lgal.One 2
2.3. How to Sync an email from Outlook to Lgal.One 3
2.3. How to Sync an email from Outlook to Lgal.One 4
2.3. How to Sync an email from Outlook to Lgal.One 5
Integrate Matter's Tasks in Lgal.One to Outlook's Tasks
2.4 Integration with Outlook Task
2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
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2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
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2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
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2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
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• Cause Paper Registry3
3. How to Print Cause Paper1
3. How to Print Cause Paper2
3. How to Print Cause Paper3
3. How to Print Cause Paper4
• Auto-generated letters4
4. How to generate letters1
4. How to generate letters2
4. How to generate letters3
4. How to generate letters4
• Reports5
5.1. Fee Earner Receipt Funds
5.2. Fee Earner Receipt Funds Details
5.3. Matter Status Reports
5.1. Fee Earner Receipt Funds1
5.1. Fee Earner Receipt Funds2
5.2. Fee Earner Receipt Funds Details1
5.2. Fee Earner Receipt Funds Details2
5.3. Matter Status Reports1
5.3. Matter Status Reports2
• Dashboard6
6.1. My Dashboard
6.2. My Matter
6.2. My Report
6.3. My Calendar
6.1. My Dashboard
6.2. My Matter1
6.2. My Matter2
6.3. My Report1
6.3. My Report2
6.3. My Report - Management Report3
6.3. My Report - Fee Earner's Report4
6.3. My Report - Fee Earner's Report5
6.3. My Report - Outstanding Disbursement Report6
6.4. My Calendar
Lgal.OneLegal Practice solution for Law Firm