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:

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.

The Inactivity Timeout feature automatically logs users out after a period of inactivity. Set Idle Period Duration Before Logout

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.

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.

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.

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:

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:

You can create a desktop shortcut for convenient access to the login page.

If you are experiencing browser latency or are unable to view system updates, our support team may recommend clearing your browser’s cache.

Click and follow the link to bookmark your application in your preferred browser.

You have the flexibility to export your data from various areas where the toolbar features the Export icon.

Users that are restricted using the Ethical Wall feature will not be able to use the search filter for certain Clients-Matters.

You can store and manage the contact information for payees to whom you regularly make payments.

Access the Beta Version of NextGen.