My Settings
The My Settings area is unique for each user and includes common user-specific settings. Once the admin assigns these settings, each firm user can log into their account to review the suggested settings.
User Settings
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Use the Me Dashboard
Your dashboards are the first thing you see when you log in to your account. Your ability to view dashboards depends on your user access. The application has three dashboards:
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Use the Firm Dashboard
Your dashboards are the first thing you see when you log in to your account. Your ability to view dashboards depends on your user access. Your application has three dashboards:
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Manage Recent Activities
When you log in to your account, your dashboards are the first things you see. Your access to view dashboards depends on your user permissions. If you have the necessary permission, you can view all dashboards, as well as any others that you create and customize.
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Manage Your Payees
You can store and manage the contact information for payees to whom you regularly make payments.
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Using the Global Search
The global search bar at the top of the page allows you to access your information with a single click from any part of the system. Global Search empowers users to explore textual fields within resources like name, title, and description. The search yields results from the following categories based on the entered keywords:
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Use Search Filters
Users that are restricted using the Ethical Wall feature will not be able to use the search filter for certain Clients-Matters.
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Access the Global Add Shortcuts
The Global Add Shortcuts drop-down offers convenient access to common activities from any screen.
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Use Keyboard Shortcuts
Utilize keyboard shortcuts to efficiently execute common tasks such as: Important: These tools are designed to work seamlessly on both PC and Mac computers. However, it’s important to note that keyboard shortcuts are not supported in Internet Explorer or Microsoft Edge.
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Manage Custom Import Definitions
Import definitions allows users to create a custom format for importing items into the application. Use this function for routine imports such as soft cost expenses. Important: This function is not meant for initial data import from a prior system. Software applications such as Copitrak and Papercut also provide export files, typically in a .txt format, …
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Take a Screenshot
You can take a screenshot of your entire screen, or a portion of it, using the correct key combination. The key combination depends on your operating system.
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Create a Desktop Shortcut
You can create a desktop shortcut for convenient access to the login page.
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Set Idle Period Duration Before Automatic Logout
The Inactivity Timeout feature automatically logs users out after a period of inactivity. Set Idle Period Duration Before Logout
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Clear Your Browser’s Cache
If you are experiencing browser latency or are unable to view system updates, our support team may recommend clearing your browser’s cache.
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Bookmark Your Application in Your Preferred Browser
Click and follow the link to bookmark your application in your preferred browser.
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Export Your Data
You have the flexibility to export your data from various areas where the toolbar features the Export icon.
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Using NextGen
Access the Beta Version of NextGen.