Assigning Files
1. Open the Files module.
2. Filter your files e.g All Files\Active Files\Include Closed Files. You can also assign files associated with a specific lawyer, a specific File Type etc.
3. Highlight the Files you wish to assign to the user(s)
Hint: If you want to select all Files, select the first File in the list, scroll to the bottom of the list, hold down the shift key and select the last File in the list.
4. On the top menu bar select Actions -> Change Assignment
5. In the left pane, select the Firm Member(s) who will be assigned to the files.
6. Click ‘>’ to the left of the Assign window.
7. Click OK
4. Add your Firm members to the right. Click OK.
Assigning Contacts
1. Open the People module
2. Highlight the People you wish to assign.
3. You can filter by group as well and assign only Clients.
4. Go to top menu bar and select Actions -> Change Assignment
5. Select the Firm Members who will be assigned to the files from the left pane.
6. Click ‘>’ to the left of the Assign window.
7. Click OK.
Additional Settings\Setup
After you have reassigned Files and/or People You may also want to add the new Firm Member(s) to your workgroup and default users on new Files and People
Adding a Firm Member to your Workgroup
1. Click on Office -> Preferences -> My Workgroup.
2. Select the Firm members in your Workgroup and add them to the right.
3. Click ‘>’ to assign the Firm Member to your Workgroup. Click OK
Adding a Firm Member to New Files automatically
This will automatically assign a Firm Member to all new files you create. It will NOT assign the Firm Member to existing Files.
1. In the Office menu select Preferences
2. Under Files select New Entries
3. Click the blue Firm Member icon to the right of ‘Firm Members on New Files’
4. Add your Firm members to the right. Click OK.
Adding a Firm Member to new Contacts automatically
This will automatically assign a Firm Member to all new people\contacts you create. It will NOT assign the Firm Member to existing People.
1. In Office menu select Preferences
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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