How to Assign Files:
- Open the Files module.
- If required, filter the Files to display those to be assigned to the new Firm Member(s).
e.g.: All Files\Active Files\Include Closed Files, assign Files associated to a specific lawyer, or a specific File Type etc.
If assigning all Firm Files to the new Firm Member, the steps can be performed by a firm member who has access to the Firm Files option.
Highlight the Files to be assigned to the new Firm Member(s).
Do not assign the Personal - Illness or Personal - Vacation to other staff. These are internal tracking files and should typically only be assigned to the firm member whose name is in the Short File Name.
Tip: To select all Files, single left click the first File in the list, scroll to the bottom and hold down the Shift key while selecting the last File in the list. To deselect Files such as the Personal - Illness and Personal - Vacation, while all Files are selected, scroll up to those Files hold down the Ctrl key and click the Files to deselect them.
- On the top menu, select Actions > Change Assignment.
- In the Select People screen, select the Firm Member(s) on the left who will be assigned to the files.
- Click the '>' button to move the firm member to the Assign window, then click OK.
- The new Firm Member(s) will see the assigned Files after the next login.
How to Assign Contacts:
- Open the People module.
- If required, filter the Contacts to display those to be assigned to the new Firm Member(s)
If assigning all Firm Contacts to the new Firm Member(s), the steps can be performed by a Firm Member who has access to the Firm Contacts option.
- Highlight the Contacts you wish to assign to the new Firm Member(s).
Tip: To select all Contacts, single left click the first Contact in the list, scroll to the bottom and hold down the Shift key while selecting the last Contact in the list. To select only certain Contacts hold down the Ctrl key while selecting individual Contacts.
- On the top menu, select Actions > Change Assignment.
- In the Select People screen, select the Firm Member(s) on the left who will be assigned to the files.
- Click the '>' button to move the firm member to the Assign window, then click OK.
- The new Firm Member(s) will see the assigned Files after the next login.
Additional Settings\Setup
After assigning Files and/or Contacts to the new Firm Member(s), Firm Members may also need to add the new Firm Member(s) to their Workgroup and Default Assignments on new Files and People.
Adding Firm Member(s) to a Workgroup
Select Office > Preferences General - My Workgroup.
Move the new Firm Member(s) from the All Firm Members on the left to the My Workgroup on the right.
- Click OK
Assign Firm Members to New Files Automatically
Adding the new Firm Member to the Firm Member on New Files automatically assigns the new firm member to the Files created through the account. This does NOT assign the Firm Member to existing Files.
- Go to Office > Preferences > Files - New Entries
- Click the blue person icon beside Firm Members on New Files.
- Add the new Firm Member(s) to the Current Selection. Click OK.
Assign Firm Members to New Contacts Automatically
Adding the new Firm Member to the People - New Entries automatically assigns the new firm member to the Contacts created through the account. This does NOT assign the Firm Member to existing Contacts.
- Go to Office > Preferences > People - New Entries.
- Select the blue person icon beside Firm Member(s)
- Add the new Firm Member(s) to the Current Selection. Click OK.
Comments
1 comment
Thank you but this doesn't help at all. Please call me since my texts don't seem to make it clear what I am needing.
This going back and forth has caused problems here and I cant get my work done.
Please call me...I have been dealing with this since last week.
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