V 13 Admin

PCLawAdministrationGuide
Version13.0
LexisNexis PCLaw Administration Guide
Release: 13.0
CopyrightandTrademark
LexisNexis,Lexis,andtheKnowledgeBurstlogoareregisteredtrademarksofReedElsevierPropertiesInc.,
usedunderlicense.PCLawisaregisteredtrademarkofLexisNexisPracticeManagementSystemsInc.Other
productsandservicesmaybetrademarksorregisteredtrademarksoftheirrespectivecompanies.
Copyright2013LexisNexis.Allrightsreserved.
RevisionDate5 /30/20132:30PM
LexisNexis Practice Management Systems, Inc.

123CommerceValleyDriveEast
Suite310
Markham,OnL3T7W8
Canada
NorthAmerica:800.387.9785
OutsideNorthAmerica:919.467.1221
Fax:919.467.7181
http://www.lexisnexis.com/law-firm-practice-management/pclaw
Company Confidential.
Copyright 2013 LexisNexis.
All rights reserved.
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Aboutthisguide
ThisguideprovidesalistoftasksformaintainingPCLawPracticeManagementSoftware.Ifyouneed
additionalinformation,refertothePCLawSupportCenter.
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TableofContents
How to Use this Guide
Intended Audience
Login
10
Backup and restore data
12
Backupdata
12
Restoredata
14
Security settings and setup
17
CreateanewuserinPCLaw
17
Addausertoagroup
19
PCLawadvancedsecuritysettings
20
Matteraccessandsetupforusers
23
Bankaccountaccessandsetupforusers
26
Time/Feesaccessandsetupforusers
30
Calendaraccessandsetupforusers
34
Matter,client,andcontactmanagerpermissions
38
Othertabsecurityrestrictions
42
Viewuserrights
46
Userrestrictions
48
Restrictingdashboardaccess
51
Removeauserfromagroup
52
RemoveauserfromPCLaw
54
Changeuserpassword
56
Settingupgroups
58
Creditcardsecurity
60
Createanewcreditcarduser
62
Resetacreditcarduser'spassword
64
Configureacreditcarduser'saccountsettings
66
Deleteacreditcarduseraccount
68
Security Preferences
70
SecurityPreferencesSetup
70
PCLaw application updates
71
PCLawautomaticupdates
71
PCLawmanualupdates
72
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UpgradetheServer
74
System Settings and Setup
84
SystemSettingsfortheFirm
85
DataEntrySystemSettings
86
BankingSystemSettings
88
BankingQuickCheckLayout
90
BankingMICRFontSettings
94
SystemSettingsforTaxes
96
MatterSystemSettings
98
BillingSystemSettings
101
PastDue/InterestSystemSettings
103
ChangeaPastDueNoticePhrase
106
RemoveaPastDueNoticePhrase
109
MemorizedTransactionsSystemSettings
112
CheckPatternSystemSettings
116
ChangeaCheckPattern
118
FrontOfficeSystemSettings
121
OtherSystemSettingsSetup
123
Connection Settings
127
ConfigureRemoteClientServerSettings
127
OutlookConnectionSettings
131
InternetExplorerConnectionSettings
136
Workstation Settings and Setup
138
WorkstationDataEntrySetup
138
CalendarSetupforIndividualWorkstations
139
Miscellaneoussettingsandsetupoptionsforindividualworkstations
142
Changingthecolorsettingsforindividualworkstations
144
Documentsettingsandsetupforindividualworkstations
147
Lawyers and Rates
149
AddaNewLawyer
149
ChangeLawyerInformation
152
RemoveaLawyer
154
ChangeaLawyer'sAccountingInformation
156
ChangeSpecialFieldsontheLawyer'sInformationForm
159
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EnterBudgetInformationforaLawyer
162
Types of Law
166
AddaTypeofLaw
166
ChangeaTypeofLawInformation
168
RemoveaTypeofLaw
169
Explanation Codes
170
AddaNewExplanationCode
170
ChangeanExistingExplanationCode
173
RemoveanExistingExplanationCode
175
Task Codes
177
AddaNewTaskCode
177
ChangeanExistingTaskCode
179
RemoveanExistingTaskCode
181
Template Editor
182
CreateaNewTemplate
182
Bank Account Setup
183
AddaBankAccount
183
ChangeBankAccountInformation
186
DeleteaBankAccount
188
DeactivateaBankAccount
190
ReactivateaBankAccount
191
ConfigureMerchantAccount
193
General Ledger Accounts
195
AddaG/LAccount
195
ChangeG/LAccountInformation
197
DeleteaG/LAccount
199
Department Codes
201
AddaNewDepartmentCode
201
ChangeanExistingDepartmentCode
203
RemoveanExistingDepartmentCode
205
Vendors
207
AddaNewVendor
207
ChangeVendorInformation
209
VendorDeactivation
211
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Verify Data Integrity
213
PCLaw Mobility
215
ChecklistComplianceandAssistance
215
EnablethePCLawLinktoRunasaService
217
EnablePCLawMobilityfortheFirm
219
EnablePCLawMobilityforeachUser
221
DownloadandInstalltheLexisNexisMobilityAccessManager
222
UpgradeLexisNexisMobilityAccessManager
230
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HowtoUsethisGuide
Usethebasicprocedurescoveredinthisdocumenttoperformthefollowingadministrativetasks:
n BackupandRestore
n SecuritySetup
n SettingSecurityPreferences
n PCLawApplicationUpdates
n SystemSettingsandSetup
n ConnectionSettingsandSetup
n WorkstationSettingsandSetup
n LawyerandRatesSetup
n IdentifyingtheTypesofLaw
n SettingupExplanation,Task,andDepartmentCodes
n SettingupTemplates
n EstablishingBankandGeneralLedgerAccounts
n VendorSetup
n PCLawMobilitySetup
Foradditionalinformationand/ordetails,includinginterfaceelementsandmoreadvancedtasks/procedures,
pleaserefertothePCLawonlinehelpand/orthePCLawSupportCenter.
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IntendedAudience
ThisguideisintendedtobeusedbypersonsperformingbasicPCLawadministrativetasksusedtosetup
and/ormaintainthePCLawsoftware.ItalsoprovidePCLawadministrativepersonnelwith
proceduresandotherinformationusedtosetupandmaintainthePCLawMobilityservice.
Note
ThisguideislimitedtoperformingthebasicsetupandcommonlyperformedmaintenancetasksforthePCLaw
application.
Foradditionaldetails,includinginterfaceelementsandmoreadvancedtasks,pleaserefertothePCLawonline
helpand/orthePCLawSupportCenter.
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Login
UsethefollowingproceduretoaccessthePCLawapplication.
1. LaunchthePCLawapplication.
ThePCLawloginscreenopens.
2. Verifyand/orenteranappropriateUserName.
3. InthePasswordfield,enteryourpassword.
4. ClickOK.
TheWelcometoPCLawscreenopens.
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5. ClickClosetoclosetheWelcometoPCLawscreen.
ThePCLawQuickStepscreendisplays.
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Backupandrestoredata
PCLawallowsadministrativepersonneltobackupandrestoredata.TheBackupDatafeaturestoresaccounting
andcalendarinformationwithinasinglefileinalocationspecifiedbytheuser.TheRestoreDatafeatureisused
torestoreaPCLawbackupontoacurrentsetofPCLawbooks.RefertothePCLawSoftwareSupportCenterfor
additionalinformation.
Backupdata
1. OpenthePCLawapplication.
Note
IfyouarenottheonlyuserinPCLaw,allotherusersmustexitPCLawbeforeyoucanbackupyourdata.
2. GotoOptions > Administrator > Lock System.TheLockPCLawSystemscreendisplays.
3. ClickLock.
APCLawprioritymessageissenttoalluserstoexittheapplication.
4. GotoFile > Backup/Restore > Backup Data.
APCLawadvisoryscreenisdisplayed.
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5. ClickYesonthePCLawAdvisoryscreentocontinue.
APCLawmessagescreenopens.
6. ClickOKtocontinue.
ThePCLawArchive-ExportFilescreenopenswithandassociatedfilenameisprovided.
7. ClickSavetosavethefiletotheprovidedfilenameorenteranewfilenameifwarranted.
ThePCLawArchiveManageradvisoryscreenopens.
8. ClickYestocontinue.
TheBackupProgressscreenopens.
9. ClickClosetocontinue.
Note
Itisrecommendedthatyoumakeseveralcopiesofyourbackupdataandthatyouretainthebackupsfor
thepreviousfivetosixbackupfiles.
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Restoredata
Note
IfyouarenottheonlyuserinPCLaw,allotherusersmustexittheapplicationbeforeyoucanbackup
yourdata.
2. GotoOptions > Administrator > Lock System.
TheLockPCLawSystemwindowopens.
3. ClickLock.
4. GotoFile > Backup/Restore > Restore Data.
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APCLawapplicationclosureadvisoryscreenopens.
ThePCLawapplicationclosesandthePCLawArchiveManagerscreenopens.
7. IntheFile namebox,usethedrop-downarrowtoenterthenameofthebackupfileandclickOpen.
ThePCLawArchiveManagerInformationscreenopens.
Therestoreconfirmationscreenopens.
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9. ClickYes.
TheImportProgressscreenopens,followedbythePCLawArchiveManagerscreendisplay.
TheImportProgressscreendisplays.
11. Aftertheimportprocessiscomplete,thePCLawapplicationopens.
12. Enteryourloginandpasswordaccordingly.
Note
ThemessageOne of the index files needs to be rebuiltorIndex file successfully rebuiltmay
displayonyourscreenafterloggingin.ClickOKtoclosetheerrormessagewindow.Youmightalsoget
themessageIndex File Rebuilt.Bothofthesemessagesarenormalafterarestoreandmayappear
multipletimes,ClickOK untilthemessagesnolongerappears.
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Securitysettingsandsetup
SecuritysettingsareusedtodeterminewhatfeatureswithinthePCLawapplicationusershaveaccessto.
Additionally,securitysettingsareusedto:
n createusers
n adduserstoagroup
n grantand/orrestrictuserrightstoMatters,accounts,timeandfees,calendarfunctions,andotherPCLaw
applicationsfeatures
SeethePCLawSupportCenterforadditionalPCLawsecurityfunctions.
CreateanewuserinPCLaw
2. GotoOptions > Administrator > Security.
ThePCLawSecuritySetupscreenopens.
3. ClicktheNewbuttonontheUserstab.
TheUserDetailwindowopens.
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4. Entertheuser'sloginnameintheUser Namebox.
5. EntertheuserdescriptionintheDescriptionbox(optional).
6. Entertheuser'semailaddressintheE-mailbox(optional).
7. EnterapasswordfortheuserinthePasswordbox(optional).
8. EnterthesamepasswordintheConfirm Passwordbox.
9. Selectotheroptionsasapplicable.
10. ClickOKtoaddtheuserandreturntotheSecuritySetupwindow.
Note
Allnewusersaddedmustbeamemberofagroup.
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Addausertoagroup
2. SelecttheusertoaddtoagroupfromtheUserlist.
3. IntheAvailable Groupsbox,selectthegroupthattheuserwillbeassignedto.
4. ClickAddtomovethegrouptotheMember ofbox.
5. ClickOKtosavethechanges.
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PCLawadvancedsecuritysettings
PCLawadvancedsecuritysettingsareusedtoprovideand/orrestrictuserstoPCLawfunctionssuchasMatters,
theMatterManager,bankaccounts,Time/Fees,andtheCalendar.Tograntand/orrestrictusers,performthe
followingprocedure.
2. SelecttheusertoaddtoagroupfromtheUserlist.
3. ClicktheAdvancedbutton.
TheAdvancedSecuritySettingsscreenopens.
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4. Clicktheappropriatesecuritysettingstab(i.e.,Matters,BankAccounts,etc.).
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5. Selectallapplicableaccessand/orrestrictionstobeappliedtotheuserandclickOK.
TheSecuritySetupscreenisdisplayed.
6. ClickOKtosavealluserchanges.
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Matteraccessandsetupforusers
ToallowausertoaccessMatterinformation,completethefollowingprocedure.
2. SelecttheuserfromtheUserlist.
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4. ClicktheMatterssecuritysettingstab.
5. Selectallapplicableaccessand/orrestrictionstobeappliedtotheuserandclickOK.
6. ClickOKtoclosethewindowiftherearenoothersecuritysetupchangesthatneedtobemade.
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Bankaccountaccessandsetupforusers
Toallowand/orrestrictauser'saccesstothefirm'sbankaccounts,completethefollowingprocedure.
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4. ClicktheBank Accountssecuritysettingstab.
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5. SelecttheEnable Access to General Bank Accountstoallowaccesstothefirm'sbankaccounts.

TheSecuritySetupscreendisplays.
7. ClickOKtoclosethewindow.
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Time/Feesaccessandsetupforusers
ToapplyTime/Feesaccessand/orrestrictionsforauser,completethefollowingprocedure.
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4. ClicktheTime/Feessecuritysettingstab.
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5. SelecttheRestrict Access tocheckboxtorestrictaccesstolawyer/othertimeandfeedataentry

informationasapplicable.
6. SelecttheRestrict Deletioncheckboxtorestrictusersfromdeletingentriesand/orlawyers.
7. Usethedrop-downmenuarrowstoselectallapplicableaccessand/orrestrictions,andselectthe
Requiredcheckboxeswhereappropriateforremainingfields(i.e.,Date,Matter,etc.).
8. ClickOK.
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Calendaraccessandsetupforusers
Toallowand/orrestrictauser'saccesstocertaincalendars,completethefollowingprocedure.
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4. ClicktheCalendarsecuritysettingstab.
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5. SelecttheappropriatetimekeeperandclicktheAddbuttontoallowaccesstoeachapplicablebox(View,
Modify,Private).Thisidentifieswhohasaccesstowho'sCalendarandinformation.
6. SelecttheInclude Inactive LawyerscheckboxifCalendarsforinactivelawyerswillbemaintained,.
7. ClickOK.
8. Iftherearenoothersecuritysetupchangesthatneedtobemade,clickOKtoclosethewindow.
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Matter,client,andcontactmanagerpermissions
Toallowand/orrestrictauser'saccesstocertainaspectsoftheMatter,Client,andContactManagers,complete
thefollowingprocedure.
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4. ClickthePermissionssecuritysettingstab.
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5. Usethedropdownarrowforeachapplicablebox(i.e.,LawyerInformation,AddressInformation,Bill
Settings,etc.)toprovidethelevelofaccessgrantedtotheuserforeachbox.
6. SelecttheAllow User to Add Custom TabscheckboxiftheusercanaddtabswhenusingtheMatter,
Client,and/orContactManagers.
7. SelecttheAllow User to Remove Custom Tabscheckboxiftheusercanremovetabswhenusing
theMatter,Client,and/orContactManagers.
9. ClickOK.
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Othertabsecurityrestrictions
Toallowand/orrestrictotheruserrestrictions,completethefollowingprocedure.
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4. ClicktheOthersecuritysettingstab.
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5. (Optional:)SelecttheAllow 'Restrict Negative Trust Balance' Overridecheckboxiftheusercan

overridenegativeTrustaccountbalances.
6. (Optional:)SelecttheHide Matter Balancescheckboxiftheuserhasthepermissiontohideanegative
balanceforamatter.
TheScuritySetupscreendisplays.
8. ClickOK.
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Viewuserrights
Todeterminetherightsandprivilegesthatauserhasaccessto/restrictedfromaccessing,performthefollowing
procedure:
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3. ClickShow User Rights.

ThePCLawMenuMaintenancescreenopens.
4. Selecteachmenuitem(File,DataEntry,Reports,etc.)onthescreentoseetheoptionsthattheuser
hasaccesstoorhasbeenrestrictedfromaccessing.
5. ClosethePCLawMenuMaintenancewindow.
6. ClickOKtoclosetheSecuritySetupscreen.
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Userrestrictions
CertainrestrictionscanbeappliedtoeachuserwithaccesstothePCLawapplication.Userrestrictionscanbe
appliedtoareasoftheapplicationsuchasallowinguserstoaccesscertainaspectsoftheMatterManager,bank
accounts,performingTime/Feeentries,andsomeCalendarfunctions.Torestrictuserstotheseandother
functionswithinPCLaw,performthefollowingprocedure.
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4. Clicktheappropriatesecuritysettingstab(i.e.,Matter,BankAccounts,etc.).
5. Usethedrop-downarrowsand/orcheckboxestoapplyrestrictionstotheuserasapplicableandclickOK.
6. ClickOKtosavealluserchanges.
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Restrictingdashboardaccess
1. GotoOptions>Administrator>Security.
TheSecuritySetupscreensdisplays.
2. ClicktheGroupstab.
3. IntheGroupbox,select(highlight)thegrouptoberestrictedfromaccessingthedashboard(s).
Note
TheADMINgrouphasaccesstoeverything,andthereforecannotberestrictedfromaccessingthe
dashboards.
4. ScrolldowntheAllow Access to:listandselect(highlight)thedashboard(e.g.,My Business)thatthe
group/userisrestrictedfromaccessing:
Options - My Business
Options - My Clients
Options - My Practice
5. ClicktheRemovebuttontomovetheitemtotheDo Not Allow Access To:column.
6. ClickOKtorestrictaccesstotheselecteddashboard(s).
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Removeauserfromagroup
ToremoveauserfromagroupwithinthePCLawapplication,performthefollowingprocedure.
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3. SelectthegroupfromtheMember of:box.
4. ClickRemovetomovethegrouptotheAvailable Groupsbox.
APCLawadvisorymessageisdisplayedstatingthatallusersmustbeamemberofagroup.
Tip
Sinceallusersmustbeamemberofagroup,eitheraddtheusertoanothergrouporremovethatuser
fromthePCLawapplication.
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RemoveauserfromPCLaw
ToremoveauserfromthePCLawapplication,performthefollowingprocedure.
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3. ClicktheRemovebutton.
Theuserisdeleted.
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Changeuserpassword
Tochangeauserpassword,completethefollowingprocedure.
1. GotoOptions >Change Password.
TheChangePasswordscreendisplays.
3. SelecttheSet Passwordbutton.
TheSetPasswordscreendisplays.
4. InthePasswordbox,typethenewpassword.
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5. IntheConfirm Passwordbox,typethesamepassword.
Tip
Thenewpasswordcannotbethesameasoneofthepreviousfivepasswordsused.
APCLawAdvisoryscreendisplaysifthepasswordchangeissuccessful.
7. ClickOK.
AnadditionalPCLawAdvisoryscreenisdisplayed.
8. ClickYestoemailtheupdatedpasswordtotheuser,otherwise,clickNo.
9. ClickOKtheclosethescreen.
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Settingupgroups
AllusersinPCLawmustbeassignedtoagroup.Therefore,agroupmustbecreatedbeforeaddingusers.A
groupcanhaveanynumberofusers.Tocreateanewgroup,completethefollowingprocedure.
2. ClicktheGroupstab.
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3. ClickNew.
TheGroupDetailscreenopens.
4. EnteranameintheGroup Namefield.
5. EnteradescriptionofthegroupintheDescriptionfield.
6. ClickOK.
TheSecuritySetupwindowopensanddisplaysthenewgroup.
7. ClickOKtoclosetheSecuritySetupwindow.
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Creditcardsecurity
PCLawallowsyoutoreceivepaymentsfromclientsusingtheircreditcard.TheLexisNexisCreditCard
ProcessingApplication(LNCCPA)securitymoduleisarequirementinconfiguringuserCreditCardsecurity.
2. GotoOptions > Administrator > Credit Card SecuritytoopenthePCLawCreditCardLogin
window.
Tip
TheLexisNexisCardProcessingapplicationprogrammustbeinstalled.IftheLexisNexisCardProcessing
applicationisnotinstalled,anadvisorymessageisdisplayed.
3. (Optional:)Toinstalltheprogram,clickYesandcompletethestepsoutlinedintheLexisCreditCard
Processingwizard.
4. (Optional:)CompletethestepsoutlinedtocreateaCreditCardadministrativeuseraccount.
5. IntheUser Namefield,typeyourLNCCPAAdminUserID.
6. InthePasswordfield,typeyourLNCCPAAdminPassword.
Tip
ContactPCLawSupportat800-387-9785ifyoudonotknowyourLNCCPApassword.
7. ClickOKtoopenthePCLawCreditCardUserListwindow.
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8. Clickoneofthefollowing:
n NewUser-CreatesnewusersfortheLNCCPA
n SetPassword-Resetstheuser'sLNCCPApassword
n Properties-ConfiguresadditionaloptionsforLNCCPAusers
n DeleteUser-RemovesauserfromtheLNCCPA
9. ClickCloseaftercompletingyourtask.
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Createanewcreditcarduser
TocreateanewuserfortheLexisNexisCreditCardProcessingApplicationprogram,completethefollowing
steps.
window.
Tip
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6. ClicktheNew Userbutton.
ThePCLawAddCreditCardUserwindowopens.
7. IntheUser Namefield,typetheuser'sname.
8. IntheDescriptionfield,typeadescription.
9. (Optional:)SelecttheAllow Access to administrative functionscheckboxtoallowthisuseraccess.
10. InthePasswordfield,typeapasswordthatmeetsthestrongpasswordrequirements.
11. IntheRetype Passwordfield,retypethepassword.
12. ClickOK.
ThePCLawCreditCardUserListwindowopensdisplayingtheaddeduser.
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Resetacreditcarduser'spassword
Toreset/changeauser'spasswordfortheLexisNexisCreditCardProcessingApplicationprogram,completethe
followingsteps.
window.
Tip
6. Selecttheuserinthelistwho'spasswordwillbereset.
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7. ClicktheSet Passwordbutton.
ThePCLawSetPasswordforCreditCardUserwindowopens.
8. IntheNew Passwordfield,typethenewpasswordthatmeetsthestrongpasswordrequirements.
9. IntheRetype Newfield,re-typethenewpassword.
10. ClickOK.ThePCLawCreditCardUserListwindowisdisplayed.
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Configureacreditcarduser'saccountsettings
Toconfigureauser'saccountfortheLexisNexisCreditCardProcessingApplicationprogram,completethe
followingsteps.
window.
Tip
6. Selecttheuserinthelistwho'saccountsettingswillbeconfigured.
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7. ClickthePropertiesbutton.
ThePCLawCreditCardUserPropertieswindowopens.
8. Selecttheappropriatecheckboxesthatappliestotheuser.
9. ClickOK.
ThePCLawCreditCardUserListwindowisdisplayed.
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Deleteacreditcarduseraccount
Todeleteauser'saccountfromtheLexisNexisCreditCardProcessingApplicationprogram,completethe
followingsteps.
window.
Tip
6. Selecttheuserinthelistwho'saccountwillbedeleted.
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7. ClicktheDelete Userbutton.
TheDeleteConfirmationscreenopens.
8. ClickYestodeletetheuser.
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SecurityPreferences
EnablingAdvancedSecurityviatheSecurityPreferencesscreenallowsthesystemadministratorsto:
n setthenumberofdaysafterwhichpasswordsexpire
n emailusersaftersettingtheirpassword
n disableauserandtoforceausertochangetheirpassword
n lockoutusersafterasetnumberoffailedlogins
n disableuseraccounts
SecurityPreferencesSetup
ToenablethePCLawAdvancedSecurityfeature,completethefollowingprocedure.
2. GotoOptions > Administrator > Security Preferences.
ThePCLawSecurityPreferencesscreenopens.
3. SelecttheEnable Advanced SecuritycheckboxandclickOKtocontinue.

4. Acceptorentertheappropriatednumberofdaysforpasswordexpiration.
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PCLawapplicationupdates
ThePCLawapplicationcanbeupdatedmanuallyoronanautomaticbasis.
PCLawautomaticupdates
CompletethefollowingproceduretosetupPCLawforautomaticupdates.
1. OpenthePCLawapplicationandgotoOptions > Administrator > Update Settings.
TheUpdateSettingsscreenopens.
2. SelectapreferencefromthelisttoidentifythePCLawfrequencyatwhichtheapplicationshouldcheck
forupdates.
3. ClickOK.
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PCLawmanualupdates
TomanuallyupdatePCLaw,performthefollowing:
2. GotoHelp>My Account>Check for Updates.
ThePCLawLiveUpdatescreenopens.
3. ClicktheStart Check for Updateslink.

TheUpdatesAvailablescreendisplays.
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Note
YourbrowsermayneedtoinstallanActiveXcontroltoallowtheupdateenginetosearchyourversionof
PCLaw.Atthetopofthewebpageareinstallationinstructions.
4. ThewebbasedupdateenginewillcheckyourcurrentlyinstalledversionofPCLaw.
5. Performoneofthefollowing:
a. Ifthereareupdatesavailable,followtheinstructionsprovidedonthePCLaw Live Update
screen.
-orb. Iftherearenoupdates(No updates available at this time),thewebpagewillstatethereare
nonetodownload.Closethewebbrowsertofinish.
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UpgradetheServer
Takethefollowingstepstoupgradetoanewerversion.
1. ClicktheTaskManager'sProcessestabtoensurethefollowingprocessesarenotrunninginthe
background:
n PCLAW32.EXE
n PLDOCLNK.EXE
n PLIDXR32.EXE
n PLOUTL32.EXE
n PLREGOLE.EXE
n PLREMOTE.EXE
n PLSVCLNK.EXE
n PLSVCLOG.EXE
n PLSVCTM.EXE
2. Ifanyoftheaboveprocessesarerunning,left-clicktohighlighttheprocess,andthenclickEnd Process
onthebottomrightcorneroftheTaskManagerwindow.
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3. OpenPCLawononecomputerandsigninastheAdmin.
Note
Werecommendrunningtheinitialupgradeontheserverfirst.
4. ClickToolsonthemenubarandselectUser MonitortoopentheUserMonitorwindow.
TheUserMonitorscreendisplays.
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5. Verifythatonlythe1 - ADMIN userappearsintheUserMonitorwindow.

6. IftheUserMonitordisplaysmorethan1-ADMINbeingsignedin,repeatstep1ontheworkstationsuntil
only1-ADMINremains.ContactCustomerSupportat1-800-387-9785iftheproblempersists.
7. ClickOKtoclosetheUserMonitorwindow.
8. GotoOptions >Administrator > Lock SystemtoopentheLockPCLawSystemwindowandclick
Lock.
TheLockPCLawSystemscreendisplays.
Note
ThischangesthebuttonfromLocktoUnlock.YouneedtounlockthesystembyclickingUnlockafter
theupgradecompletes.
9. Create a Backupintheprogramandsaveittoalocaldestination.Ifadditionalbackup
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information/detailisrequired,pleasereferto
http://support.lexisnexis.com/pclaw/record.asp?articleid=6319.
a. OpenthePCLawapplication.
Note
IfyouarenottheonlyuserinPCLaw,allotherusersmustexitPCLawbeforeyoucanbackup
yourdata.
b. GotoOptions > Administrator > Lock System.
c. ClickLock.APCLawprioritymessageissenttoalluserstoexittheapplication.
d. GotoFile > Backup/Restore > Backup Data.
e. ClickYesonthePCLawAdvisoryscreentocontinue.
APCLawmessagescreenopens.
f. ClickOKtocontinue.
ThePCLawArchive-ExportFilescreenopenswithandassociatedfilenameisprovided.
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g. ClickSavetosavethefiletotheprovidedfilenameorenteranewfilenameifwarranted.
ThePCLawArchiveManageradvisoryscreenopens.
h. ClickYestocontinue.
TheBackupProgressscreenopens.
i. ClickClosetocontinue.
Note
Itisrecommendedthatyoumakeseveralcopiesofyourbackupdataandthatyouretainthe
backupsforthepreviousfivetosixbackupfiles.
10. Run Verify Data Integrity ontheentiredatabase.Seeinstructionsonhowtoverifydataintegrity:
http://support.lexisnexis.com/pclaw/record.asp?articleid=8321
a. OpenthePCLawapplication.
Note
IfyouarenottheonlyuserinPCLaw,allotherusersmustexitPCLawbeforeyoucanbackup
yourdata.
b. GotoOptions > Administrator > Lock System.
c. ClickLock.APCLawprioritymessageissenttoalluserstoexittheapplication.
d. GotoTools > Verify Data Integrity.
TheVerifyDataIntegritywindowopens.
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e. Selectthedataareafromthelisttobeverified.
f. (Optional:)ClickView DB Logtoviewtheverificationlog,ifonewascreated.
g. (Optional:)ClickReset DB Logtocleartheverificationlog.
h. (Optional:)ClickReset Matter BalstorecalculateMattertotalsbasedonthecontentsofthe
ClientLedger.
i. (Optional:)ToanalyzethespeedatwhichPCLawoperatesonanetwork,clickNetwork
Analyzer.
ForassistanceinusingtheNetworkAnalyzer,contactLexisNexisPCLawTechnicalSupport.
j. ClickOKtostarttheverificationprocess.
Note
Ifyoureceiveanyerrormessages,pleasecontactCustomerSupportat1-800-387-9785.
11. ClosethePCLawsoftware.
12. Openawebbrowserandgotohttp://support.pclaw.com/techpage.asp.
13. SelecttheversionyouwanttoupgradetofromtheSelect Product Area:drop-downlist,orhavethe
applicationscanyoursystemtocheckforupdates.
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14. ClickGoforeitheroption,toopentheLexisNexis PCLaw Software License Agreementpage.
15. Enterallrequiredinformation(* = required information)andsubmitthepagebyselectingtheI have

read and agree with the End-User License Agreementbutton.
16. VerifytheDescriptionfieldfortheFullInstall,andthenselecttheDownloadlinkontherightto
downloadthePCLawinstaller.
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17. Double-click the install fileonyourdesktopandclickRuntoruntheinstallerandopenthe

WelcomeScreenwindow.
18. ClickAccepttoaccepttheLicenseagreement.
19. ClickContinue.
20. EntertheProduct Keyifprompted,andclickNext.
Note
Ifyouareupgradingfromonefullversiontoanotherfullversion(suchas8.03ato9.31dor9.31dto
10.0SP5)thenyouneedtoentertheproductkey.Ifyouareupgradingwithinaversion(suchas
10.01bto10.02SP5)thenyoudonotneedtoentertheproductkey.
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21. ClickStarttobegintheinstallation.SKIPTOSTEP26ifyoudonotreceivetheData Set Create/Attach

screen.
22. (Optional:)SelecttheradiobuttonnexttoAttach to an existing data setandclickNext.This is only
presented if PCLaw is not installed on the computer. A similar screen is presented if the installer you are
running is the same version already installed, which also adds the option to reinstall program file.
Note
Thenextscreenhastwosections:Data-FULLACCESSandProgram-READONLYACCESS.Unless
necessary,youmayleavetheProgram-READONLYACCESSaloneandclickBrowsenexttoData-
FULLACCESStolocateyourbooks.Yourbooksshouldfollowapathsimilarto'C\PCLawData\Data'or
C:\ACG\PCLAw32\Data'.Thedrivelettermayvarybysystem,typicallyifyoustorethebookslocally(on
yourPC)yousearchthe'C'drive.Otherwise,youmayhavetolookonanetworddrive(suchas'P'drive
oradrivesuchas'\\SERVERNAME\PCLaw_DATA'.
ContactyourITstaffifyoucannotlocateyourdata.
23. LocateyourDatafolderandclickStarttobegintheinstallation.
Note
Theinstallationprocessmighttakeafewminutes.
24. ClickNextontheAdditional Stationsscreen.
25. ClickFinishtoclosetheinstallationwizard.
26. ClickOKiftheprogrampromptsyoutorebootyourcomputer.
27. Double-clickthePCLawicononthedesktoptoopentheprogramandbegintheconversion.Ifno
conversionisnecessary,thesoftwareopensyourbooks.ClickYestocreateabackup.
Note
IfyoucreatedabackupduringStep7,clickNoandskiptoStep29.
28. SelectaBackuplocationandclickOK.
29. ClickYestostartthedataconversion.Aconversionprogress/statuswindowisdisplayedtoinformthe
useroftheoverallstatus/progressoftheconversion.
30. ThePCLawsoftwareopensoncethedataconversionprocessiscomplete.
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31. ClickOptions>Administrator>Lock SystemtoopentheLockPCLawSystemwindow.

32. ClickUnlocktoclosetheLockPCLawSystemwindow.
ThischangesthebuttonfromUnlocktoLock.
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SystemSettingsandSetup
Itisimportanttoensurethatallsystemsettingsforyourfirmbeestablishedandinitiallyconfigured.System
settingsmustbetheestablishedforthefollowingareas:
n thefirm
n dataentry
n banking
n taxes
n matters
n billing
n pastdue/interest
n memorizedtransactions
n checkpatterns
n frontoffice
n other
AdditionalinformationpertainingtosystemsettingisavailableonthePCLawSupportCenterwebsite.
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SystemSettingsfortheFirm
Toenterthesystemsettingsdataforyourfirm,completethefollowingprocedure.
2. GotoOptions > System Settings.
TheSystemSettingsscreenopens.
3. ClicktheFirmtab.
4. Enterthefirm'sdatainallfields(i.e.,Firm Name,Address,City,etc.)asappropriate.
5. ClickOK.
TheSystem Settingsscreencloses.
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DataEntrySystemSettings
TocompletetheDataEntrysystemsettingsdataforyourfirm,completethefollowingprocedure.
3. SelecttheData Entrytab.
TheDataEntrytabdisplays.
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4. Selectallcheckboxesthatwillapplytoyourfirm'sdataentryprocess(es).
5. ClickOK.
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BankingSystemSettings
TocompletetheBankingsystemsettingsforyourfirm,completethefollowingprocedure.
3. SelecttheBankingtab.
TheBankingtabdisplays.
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4. Selectallcheckboxesthatwillapplytoyourfirm'sbankingprocess.
5. (Optional:)Ifnecessary,seetheBanking Quick Check Layoutand/ortheBanking MICR Font Setting
procedure(s)tocompletethatportionoftheBanksystemsettingsetupprocedure.
6. ClickOK.
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BankingQuickCheckLayout
TocompletetheBankingQuickChecklayoutforyourfirm,completethefollowingprocedure.
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4. ClicktheQuick Check Layoutbutton.

TheCheckLayoutwindowopens.
5. ClicktheTopbutton.
TheCheckLayout-TopStubscreenopens.
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6. Entertheappropriatedataforeachfield/categoryontheCheckLayout-TopStubscreen.
7. ClickClosewhendone.
8. ClicktheBodybutton.
TheCheckLayout-Bodyscreenopens.
9. Entertheappropriatedataforeachfield/categoryontheCheckLayout-Bodyscreen.
10. ClickClose.
11. ClicktheBottombutton.
TheCheckLayout-BottomStubscreenopens.
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12. Entertheappropriatedataforeachfield/categoryontheCheckLayout-Bottomscreen.
13. ClickClosewhendone.
TheCheckLayoutscreendisplays.
14. ClickOK.
TheCheckLayoutscreencloses.
15. ClickOKtoclosetheSystemSettingsscreen.
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BankingMICRFontSettings
TocompletethesetupforBankingMICRfontsettingsforyourfirm,completethefollowingprocedure.
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4. SelecttheMICR Font Settingbutton.

TheMICRFontSettingwindowopens.
5. Entersettingsasappropriateforyourfirm.
6. ClickOKtoclosetheMICRFontSettingwindow.
TheSystemSettingswindowisdisplayed.
7. ClickOKtoclosetheSystemSettingswindow.
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SystemSettingsforTaxes
Tocompletethesetupfortaxesassociatedwithyourfirm,completethefollowingprocedure.
3. SelecttheTaxtab.
TheTaxtabdisplays.
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4. Entertheappropriatedataforeachfield/categoryontheTaxscreen.
5. ClickOK.
TheTaxscreencloses.
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MatterSystemSettings
TocompleteMattersettingsforyourfirm,completethefollowingprocedure.
3. SelecttheMattertab.
TheMattertabdisplays.
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4. Enterand/orselecttheappropriatedataforeachfield/categoryontheMatterscreen.
5. ClicktheNew Matter Settingsbutton.
TheNewMatterDisplayscreenopens.
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6. SelectthefieldsfromtheHiddenorShowncolumns.
7. UsetheAddorRemovebuttontomovefieldsbetweenthecolumns.
8. ClickOKwhendone.
TheNewMatterDisplayFieldsscreencloses.
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BillingSystemSettings
TocompleteBillingsettingsforyourfirm,completethefollowingprocedure.
3. SelecttheBillingtab.
TheBillingtabdisplays.
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4. Enterand/orselecttheappropriatedataand/orcheckboxesforeachfield/categoryontheBillingscreen.
5. ClicktheBrowsebuttontoenteranappropriateoutputpathifanalternatelocationisdesired.
6. IntheDefaultTemplatesareaacceptalldefaultsettingsunlessanothertemplateisdesired:
Note
Usethedropdownarrowforaselectedtemplatetoviewand/orselectanothertemplatefromthelist.
Bill: DETAIL
Quick Bill : QUIKBILL
E-mail: Default
SeePCLaw Helpforadditionalinformation.
7. Toselectadditionalsystemsettings,clicktheassociatedtab.
8. ClickOKwhendone.
TheBrowseforFolderscreencloses.
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PastDue/InterestSystemSettings
TocompleteandsetupthePastDue/Interestsettingsforyourfirm,completethefollowingprocedure.
3. SelectthePast Due/Interesttab.
ThePastDue/Interesttabdisplays.
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4. Enterand/orselecttheappropriatedataand/orcheckboxesforeachfield/categoryonthePast
Due/Interestscreen.
5. ClicktheCustomize button.
TheSetPhrasesscreenopens.
6. SelectaphrasefromthelistorclicktheAddbutton.
TheAddNewPhrasescreenopens.
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7. Enteranappropriatepastduephraseandadescriptionofthephrasethatwillbeusedfordesiredpast
duenotices.
8. ClickOKwhendone.
TheSetPhrasesscreenre-opens.
9. ClickOKtoclosetheSetPhrasesscreen.
TheSystemSettingsscreensisdisplayed.
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ChangeaPastDueNoticePhrase
Tochangeaphraseusedbythefirmtoreflectpastduenotices,completethefollowingprocedure.
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5. SelectaphrasefromthelistandclicktheChangebutton.
TheChangePhrasescreenopens.
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6. IntheDescriptionfield,changethephraseaswarrantedandenteradescriptionthatwillbeusedfor
desiredpastduenotices.
7. ClickOKwhendone.
TheSetPhrasesscreenre-opens.
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RemoveaPastDueNoticePhrase
Tochangeaphraseusedbythefirmtoreflectpastduenotices,completethefollowingprocedure.
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5. SelectaphrasefromthelistandclicktheRemovebutton.
TheRemovePhraseconfirmationmessagescreenopens.
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6. ClickYestoconfirmthedeletionoftheselectedphrase.
TheSetPhrasescreenisdisplayed.
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MemorizedTransactionsSystemSettings
TocompletethesetupfortheMemorizedTransactionssettingsforyourfirm,completethefollowingprocedure.
3. SelecttheMemorized Transactionstab.
TheMemorizedTransactionstabdisplays.
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4. Selecttheappropriatecheckboxesforeachfield/categoryontheMemorizedTransactionsscreen.
5. ClicktheGeneralbuttonundertheEdit Payeeboxtoenter,change,orremoveaselectedpayeefrom
theMemorizedPayeeslist.
TheGeneralBankMemorizedPayeesscreenopens.
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6. ClosethewindowwhendoneusingtheCloseboxintheupperrighthandcornerofthescreen.
TheSystemSettingsscreenisre-opened.
7. ClicktheTrustbuttonu ndertheEdit Payeeboxtoenter,change,orremoveaselectedpayeefromthe
TrustBankMemorizedPayeeslist.
TheTrustBankMemorizedPayeesscreenopens.
8. ClosethewindowwhendoneusingtheCloseboxintheupperrighthandcornerofthescreen.
TheSystemSettingsscreenisre-opened.
9. ClickOKwhendone.
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CheckPatternSystemSettings
TocompleteandsetuptheCheckPatternsettingsforyourfirm,completethefollowingprocedure.
3. SelecttheCheck Patterntab.
TheCheckPatterntabdisplays.
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4. ClicktheDefaultsbuttontoacceptthecurrentcheckpatterns,orclickChangeforeachapplicable
checktypetochangethepattern.
5. ClickOKwhendone.
TheSystemSettingsscreencloses.
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ChangeaCheckPattern
TochangeaCheckPatternforyourfirm,completethefollowingprocedure.
3. SelecttheCheck Patterntab.
TheCheckPatterntabdisplays.
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4. ClicktheChangebuttonforthechecktype(i.e.,GeneralCheck,TrustReceipt,other)tochangethe
pattern.
ThePatternChangescreenopens.
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5. ClicktheForeground Colour Changeor Background Colour Change buttontochangethat

associatedcolor.
TheselectedcolorisdisplayedinthePatternSelectionsandthePreviewareasofthePatternChange
screen.
6. ClickOKwhendone.
TheSystemSettingsscreendisplays.
7. ClickOK.
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FrontOfficeSystemSettings
TocompleteandsetuptheFrontOfficesettingsforyourfirm,completethefollowingprocedure.
3. SelecttheFront Officetab.
TheFrontOfficetabdisplays.
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4. Selecttheappropriatecheckboxesforyourfirm'sFrontOfficesettings.
5. ClicktheBrowsebuttonfortheMatter/ClientsandContactboxestoselecttheappropriatedefault
letterdocuments.
6. ClickOKwhendone.
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OtherSystemSettingsSetup
TosetupsystemsettingfortheOthertab,completethefollowingprocedure.
3. SelecttheOthertab.
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TheFrontOfficetabdisplays.
4. IntheRegionalarea:
Toselectthecurrencycharactertouseontemplatesandreports,intheCurrencySymbolbox,typethe
character.
FromthedropdownlistintheDateFormatbox,selectfromoneoffourformatstochangethedefault
setting.
5. IntheAccountingOptionsarea:
ToposttransactionstoG/Laccountsandproducefinancialstatements,selectUseG/LAccounting
Whereapplicable,SeparateHardandSoftCosts,TrackSoftCostsinG/L,ClientDisbs.Clearing,Payroll
Clearing,andDefaultRetainerboxesbecomeavailable.
Note:Formodifiedcashandcashsystems:Topostexpenserecoveryentriesand
generalchecksappliedtomatterstodifferentg/laccounts,selectSeparateHardand
SoftClientsCosts.
Forcashsystems:Topostsoftcoststothegeneralledger,selectTrackSoftCostsinG/L
IntheClientDisb.Clearingbox,typetheG/Laccounttouseforclearingclientdisbursements.
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InthePayrollClearingbox,typetheG/Laccounttouseforclearingpayrollchecks.
Formodifiedcashandcashsystems:IntheDefaultRetainerbox,typetheG/Laccounttoinitially
receivegeneralretainers.
UseTrackG/LRevenuetosetwhetherincomeisdisplayedonfinancialstatementsusinglawyerfee
accountsordepartmentincomeaccounts.Thisoptionisnotretroactive.Onlyincomeaffectedfromthis
pointforwardisaffected.
Note:Changingthissettingrepeatedlyoveraperiodoftimeisnotrecommended.
Toenablethetrackingofrevenuethroughlawyerfeeaccounts,selectByLawyer.
Toenablethetrackingofrevenuethroughincomeaccountsbydepartment,select
ByDepartment.
Revenueitemstrackedfromthispointforwardwillappearinfinancialstatementsunderthe
incomeaccountsthatareassociatedwiththedepartmentcode.PCLawcreatesincomeaccounts
automaticallyfordepartmentcodeswhenthisoptionischecked.Toviewormodifytheassigned
accounts,seeDepartmentCodesontheOptions>Listspull-downmenu.
6. IntheCompareAmountQuotedAgainstarea:
TohavePCLawissueawarningmessageifthetotalofbilledandunbilledfeesexceedstheamount
quotedtotheclient,selectFees.
TohavePCLawissueawarningmessageifthetotalofbilledandunbilleddisbursementsexceedsthe
amountquotedtotheclient,selectthisDisbursements.
7. IntheOtherOptionsarea:
ToseetheOtherandLayouttabsonallreportwindows,selectUseAdvancedReportSelections.
TohidetheOtherandLayouttabsonallreportwindows,de-selectUseAdvancedReport
Selections.
Whenthesetabsarehidden,theycanbeaccessedwiththeAdvancedbutton.
Toincludeoriginalentries,inadditiontocorrectingentries,onallreports,selectIncludeCorrected
EntriesonReports.
TodisplaytransactionsintheordertheywereenteredintoPCLaw,selectDisplayinOrderEnteredon
Reports.
ToalwaysincludeinterestontheClientLedgerandReceivablesbyClientreports,selectShowInterest
onReports.
YoucanoverridethissettingontheOthertabwhenproducingthereport.
TodisplayvendorswhenrequestingpopuphelpinPaidToboxes,selectShowVendorsinPaidToPopUp
Help.
ThiswillalsoallowyoutopayanA/PinvoiceusingtheGeneralCheckfeature.
TomaketheprintingoftheClientLedgermandatorywhenpurgingamatter,selectForceCLPrintouton
PurgeMatter.
Whenthisoptionisselected,thePrintClientLedgercheckboxisselectedandcannotbeoverridden.
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TorequireoneoftheLastNameorFirmNameboxestobeatleastthreecharactersinengthwhen
creatingamatter,selectForceLast/FirmNameforMatters.
Ifbothoftheseboxesareofinsufficientlength,whenclickingOKinNewMatter,theuserisprompted,
andisnotallowedtofinalizethematteruntiloneoftheseboxescontainsavalue.
Torequirethefirstaddresslinetobecompletedwhencreatinganewmatter,selectForceAddr1for
Matters.
Ifthefirstaddresslineisempty,whenclickingOKinNewMatter,theuserisprompted,andisnot
allowedtofinalizethematteruntilaminimumthreedigitaddressisadded.
TorequiretheCityboxtobecompletedwhencreatinganewmatter,selectForceCityforMatters.
IftheCityboxisempty,whenclickingOKinNewMatter,theuserisprompted,andisnotallowedto
finalizethematteruntilaminimumthreedigitcitynameisadded.
TorequiretheState/Province/Countryboxtobecompletedwhencreatinganewmatter,selectForce
State/Province/CountryforMatters.
IftheState/Province/Countryboxisempty,whenclickingOKintheNewMatterfeature,theuseris
prompted,andisnotallowedtofinalizethematteruntilaminimumtwodigitabbreviationisadded.
8. Tochangetherestrictiondatedeterminingtheearliestaccountingentriescanbeposted,intheNo
AccountingEntriesOnorBeforebox,typeorselectthedate.
Whenclosingmonths,thisboxreflectsthelastdayofthelastclosedmonth.
9. Tochangetherestrictiondatedeterminingtheearliesttimeentriescanbeposted,intheNoTime/Fee
EntriesOnorBeforebox,typeorselectthedate.
Whenclosingmonths,thisboxreflectsthelastdayofthelastclosedmonth.
10. Toselectadditionalsystemsettings,clicktheassociatedtab.
11. Tosaveyourselections,clickOK.
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ConnectionSettings
ConnectionsettingsareusedtocontrolconnectionstosoftwaresuchasWindowsExplorer,Internet
Explorer,MicrosoftWord,and/orMicrosoftOutlook.
ConfigureRemoteClientServerSettings
ToconfiguretheRemoteClientserver,completethefollowingprocedure.
2. GotoOptions > Connection Settings.TheConnectionSettingsscreenopens.
3. SelecttheUse This set of Books when Connecting with Other Programscheckbox.
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4. SelecttheStore Passwordcheckboxandenteryouradministrativepassword.
5. Selectallotherapplicablecheckboxes.
6. ClickConfigure Remote Client Server Settings andclickOK.
ThePCLawRemoteClientServerConfigurationUtilityscreendisplays.
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7. Enterandcompletethedirectoryinformationtobeusedbyremoteclients.
Note
ThedirectorypathmustbeenteredasUNConly(e.g.,\\lngrdumfsp002\Shared\PCLaw
Data\DATA\REMOTE).
8. ClickNexttocontinue.
ThePCLawLinkServiceLogonAsscreendisplays.
9. EnteryourPCLawloginandpasswordinformation,andclickOKtocontinue.
APCLawadvisoryscreendisplays.
Note
Besuretosupplyyourdomain\computernamefollowedbyyourusername(e.g.,legal\Hammonrx).
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11. (Optional:)Repeatthelaststepforallapplicableservices.
ThePCLawRemoteClientServerConfigurationUtilityActionCompletescreendisplays.
12. ClickDone.
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OutlookConnectionSettings
ViatheOutlooktab,usersareableto:
n establishthemethodofinformationexchangebetweenPCLawandOutlook
n enabletheexchangeofappointmentsandcontacts
n tracke-mails.
UsethefollowingproceduretoestablishtheOutlookconnectionsettings.
2. GotoOptions > Connection Settings.
TheConnectionSettingsscreenopens.
3. ClicktheOutlooktab.
TheOutlookConnectionSettingsscreendisplays.
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4. SelecttheappropriatecheckboxesandclickOKtocontinue.
APCLawAdvisoryscreendisplays.
5. ClickOKontheStartOutlookmessagescreen.
TheLogintoPCLawscreendisplaysifthePCLawapplicationisnotalreadyopened.
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Note
Screensthataredisplayedafterenteringyourloginandpasswordinformationarebasedontheoptions
selectedinpreviousstepsabove,andwillvaryaccordingly.
6. (Optional:)EntertheAdministrativepasswordandclickOK.
ThePCLawOutlookConnectionscreendisplays.
TheLawyerSelectionscreenopens.
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8. SelectatimekeeperfromthelistandclickOK.
APCLawadvisoryscreenopens.
9. ClickOK.
TheSelectFolderscreenopens.
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10. SelectthefolderthatwillbeusedtoexchangeContactinformationandclickOK.
APCLawadvisoryscreenopens.
11. SelectthefolderthatwillbeusedtoexchangeTaskinformationandclickOK.
APCLawAdvisoryscreenisdisplayed.
12. ClockOKtorestarttheMicrosoftOutlookapplication.
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InternetExplorerConnectionSettings
ViatheInternetExplorertab,usersareableto:
n establishthemethodofinformationexchange
n enabletheexchangeofappointmentsandcontacts
n tracke-mails
UsethefollowingproceduretoestablishtheInternetExplorerconnectionsettings.
2. GotoOptions > Connection Settings.
TheConnectionSettingsscreenopens.
3. ClicktheInternet Explorertab.
TheInternetExplorerConnectionSettingsscreenopens.
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4. CompleteallfieldsasapplicableandclickOK.
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WorkstationSettingsandSetup
WorkstationsetupisusedtocontrolPCLaw'sdataentry,calendar,colour,andmiscellaneoussettingsona
particularworkstation.Theproceduretosetupeachsettingisdescribedinthefollowingprocedures.
WorkstationDataEntrySetup
TosetuphowdataisenteredforanindividualworkstationusingtheDataEntrytab,completethefollowing
procedure.
2. GotoOptions > Workstation Settings.
TheWorkstationSettingswindowopenswiththeDataEntrytabselectedbydefault.
3. SelectthecheckboxesforthedataentryfunctionsapplicableforyourfirmandclickOK.
TheWorkstationSettingswindowcloses.
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CalendarSetupforIndividualWorkstations
TosetuptheCalendarforanindividualworkstationusingtheCalendartab,completethefollowingprocedure.
TheWorkstationSettingswindowopens.
3. ClicktheCalendartab.
TheCalendarwindowisdisplayed.
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4. UsetheCreate Calendar Items Fordrop-downarrowtoselectthelawyerthattheCalendaritemswill

becreatedfor.
5. ClicktheAppt Displaybutton.
TheAppointmentDisplayFieldsscreenopens.
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6. SelectthefieldsintheHiddencolumnthatmustbemovedtotheShowncolumnfordisplayonthe
CalendarandclickOK.
7. SelectthecheckboxesfortheoptionstobeusedbyyourfirmandclickOK.
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Miscellaneoussettingsandsetupoptionsforindividual
workstations
TocompletethesetupforthemiscellaneoussettingsonanindividualworkstationusingtheOthertab,
completethefollowingprocedure.
3. ClicktheOthertab.
TheOthertabwindowisdisplayed.
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4. SelectthecheckboxesfortheoptionstobeusedbyyourfirmandclickOK.
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Changingthecolorsettingsforindividualworkstations
3. ClicktheColortab.
TheColortabwindowisdisplayed.
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4. ClicktheassociatedChangebuttontochangeanitem(i.e.,MatterManager)onthescreen.
TheColorscreenopens.
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5. SelecttheapplicablecolorandclickOK.
TheColortabscreenre-opens.
6. (Optional):Toresetdefaultcolors,clicktheDefaultsbutton.
7. ClickOK.
TheWorkstationSettings-Colorwindowcloses.
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Documentsettingsandsetupforindividualworkstations
3. ClicktheDocumentstab.
TheDocumentstabwindowisdisplayed.
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4. Selectthecheckboxesfortheoptionstobeusedbyyourfirm.
5. (Optional):ClicktheStartbuttonthestarttheDocumentsIndexer.
6. ClickOK.
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LawyersandRates
TotrackthetimeforeachtimekeeperinyourfirmusingtheLawyersandRatesfunction,completethe
followingprocedure.
AddaNewLawyer
2. ClickGeneral SetuponthePCLawQuickStepscreen.
3. ClicktheLawyers and Ratesicon.
TheLawyersandRatesscreenopens.
4. ClicktheAddbutton.
TheAddNewLawyerwindowopenswiththeGeneraltabselectedbydefault.
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5. Enterthenewlawyer'snickname,initials,andnameinthecorrespondingfields.
6. Completeallremaining/applicablefieldsinthewindowandselectthedatetherateswilltakeeffectfor
thefirm/newlawyer.
7. SelecttheratethatwillbeusedforthenewlawyerandenteritintheAmountcolumn.
8. ClickOK.
APCLawAdvisoryscreenisdisplayed.
9. (Optional:)ClickYestosetpartneraccounts.Othersise,clickNotocontinue.
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IfyouselectedYestosettingpartneraccounts,theAccountingtabdisplays.
10. (Optional:)SelecttheUse Draw and Equity Accountscheckbox.

11. ClickOK.
TheLawyersandRatesscreenreopens.
12. ClickOKtoclosethescreen.
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ChangeLawyerInformation
Tochangeinformationforalawyerinthefirm,completethefollowingprocedure.
4. SelectthelawyerfromthelistwhoseinformationmustbechangedandclickChange.
TheChangeLawyerInformationscreenopens.
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5. ChangethelawyerinformationasapplicableandclickOK.
TheLawyersandRatesscreenre-opensdisplayingtheupdatedinformation.
6. ClickOKtoclosetheLawyersandRateswindow.
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RemoveaLawyer
Toremove/deletealawyerinthefirmfromthedatabase,completethefollowingprocedure.
4. Selectthelawyerfromthelistwhoseinformationwillberemoved/deletedandclickRemove.
Adeletionwarningmessageisdisplayed.
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5. ClicktheYesbuttontocontinue.TheLawyersandRatesscreenre-opens.
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ChangeaLawyer'sAccountingInformation
Tochangetheaccountinginformationforalawyerinthefirm,completethefollowingprocedure.
4. SelectthelawyerfromthelistwhoseaccountinginformationmustbechangedandclickChange.
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5. ClicktheAccountingtab.
TheChangeLawyerInformationAccountingtabwindowopens.
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6. Changethelawyer'saccountinginformationasapplicableandclickOK.
TheLawyersandRatesscreenre-opens.
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ChangeSpecialFieldsontheLawyer'sInformationForm
Tochangefieldsonthelawyer'sinformationform,completethefollowingprocedure.
4. Selectthelawyerfromthelistwhoseinformationformmustbechanged/updatedandclickChange.
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5. ClicktheSpecial Fieldstab.
TheChangeLawyerInformationSpecialFieldstabwindowopens.
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6. Enterthefieldinformationassociatedwiththelawyer'sinformationformasapplicableandclickOK.The
LawyersandRatesscreenre-opens.
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EnterBudgetInformationforaLawyer
Toenterbudgetinformationforalawyerinthefirm,completethefollowingprocedure.
4. SelectthelawyerfromthelisttobeassociatedwiththebudgetinginformationandclickChange.
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5. ClicktheBudget Figurestab.
TheChangeLawyerInformationBudgetFigurestabwindowopens.
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6. SelectaStart MonthandEnd Monthusingtheassociateddrop-downarrows.

7. Entertheassociatedhoursandvaluesforthebudgetedperiodinthecorrespondingfields.
8. (Optional:)ClicktheLoad Frombuttonifthebudgetedfigurescanbeloadedfromanotherlocation.
TheLoadBudgetFiguresFromwindowopens.
9. SelecttheapplicableinformationfromtheLoadBudgetFiguresFromwindowandclickOK.
TheChangeLawyerInformationscreenre-opens.
10. ClickOKtoclosetheChangeLawyerInformationscreen.
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TypesofLaw
ToclassifyMatters,add,change,and/orremoveatypeoflawforyoufirm,completethefollowingprocedure.
AddaTypeofLaw
Toaddatypeoflawforyourfirm,completethefollowingprocedure.
2. ClickGeneral Setup > Types of LawonthePCLawQuickStepscreen.
TheTypesofLawwindowopens.
TheAddTypesofLawwindowopens.
4. EntertheinformationintheNickname,Type of Law,andUse Bill Settingsfieldsasapplicable.

5. ClickOK.
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TheTypesofLawwindowre-opens.
6. ClickOKtoclosetheTypesofLawwindow.
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ChangeaTypeofLawInformation
Tochangetheinformationforaspecifictypeoflawforyourfirm,completethefollowingprocedure.
3. SelecttheTypeofLawtobechangedfromthelistandclickChange.
TheChangeTypeofLawwindowopens.
4. ChangetheinformationasapplicableandclickOK.
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RemoveaTypeofLaw
Toremove/deleteatypeoflawcurrentlyusedbyyourfirm,completethefollowingprocedure.
3. Selectthetypeoflawtoberemoved/deletedfromthelistandclickRemove.
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ExplanationCodes
Explanationcodescanbeusedbyyourfirmtoidentifycommonlyperformedactivities.Toadd,change,and/or
removeanExplanationcode,performtheapplicableprocedurelistedinthissection.
AddaNewExplanationCode
ToaddanewExplanationCodeforyourfirm,performthefollowingprocedure.
3. ClicktheExplanation Codesicon.
TheExplanationCodesscreenopens.
TheAddExplanationCodescreenopens.
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5. IntheNicknamefield,enteranicknameforthecode.
6. (Optional:)SelecttheUse with Task Based Billingcheckboxifapplicabletoyourfirm.
7. IntheExplanationfield,enterabriefdescriptionofthecode.
8. SelectallothercheckboxesapplicableforusebyyourfirmandclickOK.
TheExplanationCodesscreenisre-openedwithadisplayoftheaddedcode.
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9. ClickOKtoclosetheExplanationCodesscreen.
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ChangeanExistingExplanationCode
TochangeanExplanationCodeusedbyyourfirm,completethefollowingprocedure.
4. Selectthecodefromthelistyouwishtochange,andclicktheChangebuttontocontinue.
TheChangeExplanationCodescreenopens.
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5. ChangethecodeinformationasapplicableandclickOKtocontinue.
TheExplanationCodescreenopensdisplayingthechangedExplanationCode.
6. ClickOKtoclosetheChangeExplanationCodesscreen.
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RemoveanExistingExplanationCode
Toremove/deleteanExplanationCodeusedbyyourfirm,completethefollowingprocedure.
4. Selectthecodefromthelistyouwishtochange,andclicktheRemovebuttontocontinue.
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TheExplanationCodesscreenre-opens.
6. ClickOKtoclosetheExplanationCodesscreen.
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TaskCodes
Taskcodescanbeusedbyyourfirmtoclassifytasked-basedbillingactivitiesandtheworkcompletedrelativeto
timeandfeeentries.Toadd,change,and/orremoveaTaskcode,performtheapplicableprocedurelistedinthis
section.
AddaNewTaskCode
ToaddanewTaskCodeforyourfirm,performthefollowingprocedure.
2. ClickGeneral Setup > Task CodesonthePCLawQuickStepscreen.
TheTaskCodesscreenopens.
TheAddTaskCodescreenopens.
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4. EnteradescriptivenicknameandexplanationofthetaskcodeintheNickname,Task Name,and
Explanationfields.
5. Selectallotheroptionsthatwillbeusedbyyourfirmforthenewtaskcode.
6. ClickOKtoclosetheAddTaskCodewindow.
TheTaskCodeswindowdisplayshighlightingtheaddedTaskCode.
7. ClickOKtoclosetheTaskCodeswindow.
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ChangeanExistingTaskCode
TochangeanexistingTaskCodeforyourfirm,completethefollowingprocedure.
2. ClickGeneral Setup > Task Codes onthePCLawQuickStepscreen.
3. HighlighttheTaskCodetobechangedandclicktheChangebutton.
TheChangeTaskCodescreenopens.
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4. ChangetheinformationonthescreenasapplicableandclickOK.
TheTaskCodesscreenre-opens.
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RemoveanExistingTaskCode
Toremove/deleteanexistingTaskCodeusedbyyourfirm,completethefollowingprocedure.
2. ClickGeneral Setup > Task Codes onthePCLawQuickStepscreen.
3. HighlighttheTaskCodetoberemoved/deletedandclicktheRemovebutton.
TheselectedcodeisdeletedfromthelistofcurrentTaskCodes.
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TemplateEditor
TomodifytheappearanceofPCLawprintedmaterial,usetheTemplateEditor.
CreateaNewTemplate
Tocreateanewtemplatethatcanbeusedbythevariousstaffinthefirm,completethefollowingprocedure.
2. ClickGeneral Setup > Template EditoronthePCLawQuickStepscreen.
3. ClicktheTemplate Editoricon.
TheTemplateEditorwindowdisplays.
4. GotoFile > NewontheMainmenu.
TheNewTemplatewindowopens.
5. SelectthetypeoftemplatefromthelistoftemplatesandclickOK.
Anuntitledtemplatefortheselectedtemplatetypeopens.
6. Selecttheapplicableoptions/elementstocompletethetemplatedesign.
7. Saveandclosethetemplate.
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BankAccountSetup
ThedefaultbankaccountsprovidedwithPCLawincludesoneGeneralbankaccount,oneTrustbankaccount,
andonePattyCashaccount,althoughotheraccountsmaybeadded.
AddaBankAccount
Usethefollowingproceduretoaddadditionalaccountsforyourfirm.
2. ClickAccounting SetuponthePCLawQuickStepscreen.
3. ClicktheBank Accountsicon.
TheBankAccountswindowopens.
TheAddBankAccountwindowopens.
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5. UsingtheBank Typedrop-downarrow,selecttheaccounttypetobeadded.
6. InthePCLaw Accountbox,enterthePCLawaccountnumberifnotenteredautomatically.
7. UsingtheGeneral Ledger drop-downarrow,enterGeneralLedgerinformationasapplicable.
8. CompleteallotherfieldsforthebankaccountasapplicableandclickOK.
TheBankAccountswindowopensdisplayingtheaddedbankaccountinformation.
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9. ClickOKtoclosetheBankAccountswindow.
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ChangeBankAccountInformation
Tochangeinformationforanexistingbankaccountusedbyyourfirm,usethefollowingprocedure.
4. SelectthebankaccountfromthelisttobechangedandclickChange.
TheChangeBankAccountwindowopens.
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5. ChangetheinformationinthefieldsasapplicableandclickOKwhendone.
TheBankAccountwindowopensdisplayingthechangedaccountatthetopofthelist.
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DeleteaBankAccount
Toremoveordeleteanexistingbankaccountusedbyyourfirm,usethefollowingprocedure.
Note
DefaultbankaccountssuppliedwtihthdPCLawapplicationcannotberemoved,deactivated,ordeleted.
4. Selectthebankaccountfromthelisttoberemoved/deletedandclickRemove.
Thedeletewarningmessagewindowopens.
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DeactivateaBankAccount
Todeactivateanexistingbankaccountusedbyyourfirm,usethefollowingprocedure.
Note
DefaultbankaccountssuppliedwiththePCLawapplicationccannotberemoved,deactivated,ordeleted.
4. SelectthebankaccountfromthelisttobedeactivatedandclickDeactivate.
Theselectedbankaccountisremovedfromthelistofaccounts.
5. Toshow/displaythedeactivatedaccountinthelist,selecttheInclude Inactive Accountscheckbox.
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ReactivateaBankAccount
Toreactivateabankaccountcurrentlynotbeingusedbyyourfirm,completethefollowingprocedure.
4. SelecttheInclude Inactive Accountscheckbox.

Inactivebankaccountsaredisplayedinthelist.
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5. SelectthebankaccountfromthelisttobereactivatedandclickReactivate.
TheReactivatebuttonchangestoDeactivateindicatingthattheaccounthasbeenrestored.
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ConfigureMerchantAccount
Toconfigureamerchantaccount,completethefollowingprocedure.
4. SelectthebankaccountfromthelisttobeassociatedwiththeMerchantAccountandclickChange.
TheChangeBankAccountwindowopens.
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5. ClicktheConfigure Merchant Accountbutton.

YoumaybeaskedatthistimetoenteryourCreditCardlogininformation.
6. EnteryourCreditCardlogininformationandclickOK.
ThePPIAccountInformationwindowopens.
7. EnterthePPIaccountinformationandclickOKwhendone.
TheChangeBankAccountwindowre-opens.
8. ClickOKtoclosetheChangeBankAccountwindow.
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GeneralLedgerAccounts
GeneralLedger(G/L)accountsareusedbythefirmtoproduceincomestatementsandbalancesheets.These
accountscanbeadded,changed,and/ordeleted.
AddaG/LAccount
UsethefollowingproceduretoaddaG/Laccountforyourfirm.
3. ClicktheG/L Accountsicon.
TheG/LAccountswindowopens.
4. ClicktheAdd Itemicononthetaskbar.
TheNewG/LAccountwindowopens.
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5. EntertheG/LaccountnicknameandG/Ltype/nameinthecorrespondingfields.
6. CompleteallotherinformationinthewindowasapplicableandclickOK.
TheG/LAccountswindowsopensdisplayingtheaddedaccountinformation.
7. ClicktheSave and CloseicontosavetheoperationperformedandtoclosetheG/LAccountswindow.
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ChangeG/LAccountInformation
UsethefollowingproceduretochangetheinformationforaG/Laccountcurrentlybeingusedbyyourfirm.
4. Select/highlighttheaccountinthelisttobechanged.
5. ClicktheChange Itemicononthetaskbar.
TheChangeG/LAccountwindowopens.
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6. Change/updatetheinformationinthewindowasapplicableandclickOK.
TheG/LAccountswindowsopensdisplayingthechanged/updatedaccountinformation.
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DeleteaG/LAccount
UsethefollowingproceduretodeleteaG/Laccountcurrentlybeingusedbyyourfirm.
4. Select/highlighttheaccountinthelisttobedeleted.
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5. ClicktheDelete Itemicononthetaskbar.
Thedeletewarningmessageopens.
TheselectedG/LAccountisdeleted.
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DepartmentCodes
Taskcodescanbeusedbyyourfirmtogrouplawyers,bankaccounts,andG/Laccounts.Bygroupingaccounts,
generalledgerstatementsforthefirmoraspecificdepartmentcanbecreated.Toadd,change,and/orremove
aDepartmentcode,performtheapplicableprocedurelistedinthissection.
AddaNewDepartmentCode
ToaddanewDepartmentCodeforyourfirm,performthefollowingprocedure.
3. ClicktheDepartment Codesicon.
TheDepartmentCodesscreenopens.
TheAddDepartmentCodescreendisplays.
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5. EnteradescriptivenicknameandnameforthedepartmentcodeintheNickname and Namefieldsand

clickOK.
TheDepartmentCodewindowopensdisplayingtheaddedcode.
6. ClickOKtoclosetheDepartmentCodeswindow.
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ChangeanExistingDepartmentCode
TochangeanexistingDepartmentCodeforyourfirm,completethefollowingprocedure.
4. HighlighttheDepartmentCodetobechangedandclicktheChangebutton.
TheChangeDepartmentCodescreenopens.
5. ChangetheinformationonthescreenasapplicableandclickOK.
TheDepartmentCodesscreenre-opensdsiplayingtheupdatedDepartmentCode.
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6. ClickOKtoclosetheDepartmentCodeswindow.
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RemoveanExistingDepartmentCode
Toremove/deleteanexistingDepartmentCodeusedbyyourfirm,completethefollowingprocedure.
4. HighlighttheDepartmentCodetoberemoved/deletedandclicktheRemovebutton.
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TheselectedcodeisdeletedfromthelistofcurrentDepartmentCodes.
6. ClickOKontheDepartmentcodescreentoclosethewindow.
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Vendors
Vendorinformationcanbeadded,changed,and/ordeleted.
AddaNewVendor
Usethefollowingproceduretoaddanewvendorthatwillbeutilizedbyyourfirm.
2. ClickAccounting Setup > New VendoronthePCLawQuickStepscreen.
TheNewVendorscreenisdisplayed.
3. IntheVendorbox,typethevendor'snicknameand/ornumber.
4. Completeallothervendorinformationontheformasapplicable.
5. ClicktheOpening Balancestabtoenteropeningbalanceinformationforthisvendor.
TheOpeningBalanceswindowopens.
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6. Selecttheappropriatedateandenterallotheropeningbalanceinformationasapplicable.
Note
ClicktheRemovebuttontoremovedataentriesfromtheOpeningBalancesform.
7. ClickOKwhendone.
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ChangeVendorInformation
Usethefollowingproceduretochangeinformationforavendorthatisbeingutilizedbyyourfirm.
2. GotoFile >Vendor > Open VendorontheMainmenu.
TheSelectVendorscreenopens.
3. Usethedrop-downarrowtoselectavendor.
ThePopUpHelp-Vendorswindowopens.
4. SelectthevendorfromthelistandclickOK.
TheSelectVendorwindowopens.
5. ClickOK.
TheChangeVendorscreendisplays.
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6. Changethevendorinformationasapplicable.
TheChangeVendorwindowcloses.
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VendorDeactivation
Usethefollowingproceduretodeactivateavendorthatisnotbeingutilizedbyyourfirm.
2. GotoFile > Vendor > Open VendorontheMainmenu.
TheSelectVendorscreendisplays.
3. Usethedrop-downarrowtoselectavendor.
ThePopUpHelp-Vendorswindowopens.
4. SelectthevendorfromthelistandclickOK.
TheSelectVendorscreendisplays.
TheChangeVendorscreendisplays.
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6. ClicktheActivecheckboxtodeactivatethevendorandclickOK.
Note
Ifthereareoutstandingbalancesforthevendor,awarningmessageisdisplayed.
7. ClickOKtodeactivatethevendorandtoclosethescreen.
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VerifyDataIntegrity
DataintegrityverificationisamaintenanceprocessusedbythePCLawapplicationtoensurethatthereisno
datacorruption.
Toperformadataintegrityverificationcheck,completethefollowingsteps.
Note
IfyouarenottheonlyuserinPCLaw,allotherusersmustexitPCLawbeforeyoucanbackupyourdata.
2. GotoOptions > Administrator > Lock System.
3. ClickLock.
APCLawprioritymessageissenttoalluserstoexittheapplication.
4. GotoTools > Verify Data Integrity.
TheVerifyDataIntegritywindowopens.
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5. Selectthedataareafromthelisttobeverified,andclickOKtocontinue.
APCLawadvisoryscreendisplays.
6. (Optional:)ClickView DB Logtoviewtheverificationlog,ifonewascreated.
7. (Optional:)ClickReset DB Logtocleartheverificationlog.
8. (Optional:)ClickReset Matter BalstorecalculateMattertotalsbasedonthecontentsoftheClient
Ledger.
9. (Optional:)ToanalyzethespeedatwhichPCLawoperatesonanetwork,clickNetwork Analyzer.
ForassistanceinusingtheNetworkAnalyzer,contactLexisNexisPCLawTechnicalSupport.
10. ClickOKtostarttheverificationprocess.
Iftheverificationprocesscompletessuccessfully,aPCLawpromptappears.
11. ClickOKtocompletetheverificationprocess.
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PCLawMobility
PCLawMobilityisaserviceprovidedbythePCLawapplicationthatenableuserstoviewandaddinformation
usingmobiledevices.ThisdocumentdescribeshowtoconfigureandsetupthePCLawMobilityservice,also
referredtoastheLexisNexisMobilityAccessManager.
BeforeinstallingandconfiguringtheLexisNexisMobilityAccessManager:
1. Readthisinformationthoroughly
2. Reviewand/orprintthechecklistprovidedtoassistyouinsuccessfullycompletingtheinstallationand/or
setup
3. Checkeachitemoffthelistasitiscompletedthroughcompletion.
ChecklistComplianceandAssistance
Itispertinentthateachiteminthechecklistbereviewedandcompletedpriortoattemptingtoinstalland/or
configurethePCLawMobilityservice.Iffurtherassistanceisneededtoensurethatitemsonthechecklistare
successfullycompleted,pleasefollowthelinksand/orinstructionsprovided.
n Annual Maintenance Plan:ForassistanceonobtaininganAnnualMaintenancePlan(AMP),please
contacttheLexisNexisPracticeManagementSalesdepartmentat1-800-328-2898.
n Requirements:Toensureyourfirm'ssystemmeetsand/orexceedstheminimumsetofrequirements,
seehttp://support.lexisnexis.com/pclaw/record.asp?ArticleID=6820.
n PCLaw setup file:TodownloadandrunthePCLawsetupfile,refertothePCLawInstallationguideand
completethestepsintheDownload and Run the Installertopic.
n PCLaw initial setup:TocompletetheinitialPCLawsetup,refertothePCLawInstallationguideand
completethestepsintheInitializing PCLaw Datatopic.
n PCLaw Mobility:IfPCLawMobilitywillbeusedbyyourfirm,followthestepsprovidedinPCLawMobility
Setupportionofthisdocument.
ThischecklistisintendedforusebyPCLawadministratorswho'spreparingtoinstallthePCLawMobilityservice
ononeormorecomputersintheirfirm.
Note
ThecomputerwhereyouwanttoinstalltheLexisNexisMobilityAccessManagermustmeettherequirements
listedinthePCLawMobilityInstallationChecklist.
Note:ThecomputerwhereyouwanttoinstalltheMobilityAccessManagermustmeetthe
requirementslistedinthePCLawMobilityInstallationchecklist.
PCLaw Mobility Installation Checklist
Your firm has an active Annual Maintenance Plan (AMP) with a Product Key?
Each computer is continually available to all PCLaw users in your firm. In a multi-user
environment, the computer should be connected to your network.
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Each computer has network access to the server(s) running your PCLaw database. (You
can install the LexisNexis Mobility Access Manager on the database server itself.)
Your system meets the minimum/recommended set of requirements?
The PCLaw application has been installed for the firm?
PCLaw Link as a Service has been installed?
The PCLaw Mobility service has been enabled for the entire firm?
PCLaw Mobility has been enabled for each Mobility user in the firm?
Download and install the LexisNexis Mobility Access Manager
Ensure that user passwords meet the strong password requirements
Provide users with the Mobility URL: https://pclawmobility.lexisnexis.com
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EnablethePCLawLinktoRunasaService
AfterthePCLawapplicationhasbeensuccessfullyinstalledandsetupforyourfirm,performthefollowingsteps
toenablethePCLawLinktorunasaserviceforyourfirm.
ToinstallthePCLawLinkasaWindowsservice:
1. GotoAll Programs > LexisNexis > PCLaw > Utilities > Configure Link to Run as Windows
Services.
TheInstallPCLawLinkasWindowsServicesscreenopens.
Note
IfthePCLawdatabaseisnotonthesamemachinewheretheMobilityAccessManagerisbeinginstalled,
PCLawmustbeconfiguredtoaccessitsdatabaseusingaUniversalNamingConvention(UNC)path.
2. OntheInstallPCLawLinkasWindowsServicesscreen,enteryouradministrativecomputer\username
andpasswordinthefollowingformat:Computername\Username.
3. ClickConfiguretocontinue.
TheInstallPCLawLinkasWindowsServicesisopenedindicatingthatthePCLawLinkhasbeen
configured.
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4. ClickDonewhentheprocessiscomplete.
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EnablePCLawMobilityfortheFirm
ToenablePCLawMobilityforthefirm,performthefollowingprocedure.
1. LogintoPCLawasanadministrativeuser.
2. ClickOptions > Administrator > Security Preferences.
TheSecurityPreferencesscreenopens.
3. OntheSecurityPreferencesscreen,selectEnable Advanced SecurityandclickOK.

4. ClickOptions > Connection Settings.
TheConnectionSettingswindowopens.
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5. OntheConnectionsSettingstab,selecttheUse This Set of Books When Connecting with Other

Programscheckbox.
6. IntheLogin Asfield,typetheusernameofyourAdministratoraccount.
7. Selectthefollowingcheckboxes:
n Store PasswordtypethepasswordfortheAdministratoruser
n Use Mobility Feature
8. ClickOK.
9. ClickYesifyouareaskedifyouwanttoallowPCLawtomakechanges.
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EnablePCLawMobilityforeachUser
ToenablePCLawMobilityforeachuserinthefirmthatwilluseit,performthefollowingprocedure.
1. LogintoPCLawasanadministrativeuser.
2. ClickOptions > Administrator > Security.
TheSecuritySetupscreenopens.
3. OntheUserstab,selectauserotherthantheadministratorinthelistboxontheleft.
4. IntheE-mailfield,typeanemailaddressfortheuser.Theuserwillhavetotypethisemailaddress
whensigningintoPCLawMobility.
Note
EachMobilityusermusthaveanemailaddressandastrongpassword.Ifauserdoesnothaveastrong
password,youmustprovideonewhenyouenableMobilityfortheuser.
5. IntheIndustryfield,usethedrop-downarrowtoselecttheapplicableindustrytypefortheuser.
6. SelecttheEnable access to mobility featurecheckbox.
7. IntheDefault Lawyerfield,selectalawyertoassociatewiththeuser.
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8. UsetheAddbuttontoaddtheusertoanassignedGroup.
9. RepeatStep3throughStep8foreachuserforwhomyouwanttoenablePCLawMobilityaccess.
11. DistributethePCLawMobilitywebsiteURLtoeachMobilityuser.
TheURLish ttps://pclawmobility.lexisnexis.com.
DownloadandInstalltheLexisNexisMobilityAccessManager
ToobtainthelatestversionofPCLawMobility,youmustsuccessfullyinstallthelatestversionofLexisNexis
MobilityAccessManagerusingthefollowingprocedure.
Note
InstallLexisNexisMobilityAccessManageronthesamePCasthePCLawLinkServices.
1. Openawebbrowserandgotohttp://support.pclaw.com/techpage.
ThePCLawDownloadspageopens.
2. SelectPCLaw Version XX.X(whereXX.Xequalstheversion)fromthedrop-downlistandclickGo.

TheLexisNexisPCLawSoftwareLicenseAgreementpage.
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3. Enteryourfirm'sinformationinallrequiredboxesmarkedwithanasterisk.
4. ClickI have read and agree with the End-User License Agreement.
TheLexisNexisAvailableDownloadspagedisplays.
5. ClickdownloadundertheactioncolumntodownloadthelatestversionoftheLexisNexisMobility
AccessManager.
6. ClickSavetosavethefiletoyourdesktop.
7. Double-clickthesetup.exefileonyourdesktopandclickRuntoruntheinstaller.
Note
IfMicrosoft.NET4.0isnotdetectedonyourcomputer,theinstallerdownloadsandinstallsit.
TheLexisNexisMobilityAccessManager-InstallShieldWizardwindowdisplays.
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8. ClickNextontheWelcomescreentoinstallthelatestversionoftheLexisNexisCommonAPI.
TheEndUserLicenseAgreementscreendisplays.
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9. Select I accept the terms in the license agreement.
10. ClickInstalltocontinue.
11. Pleasewaitwhiletheprogramisinstalled.Thismaytakeseveralminutes.
12. ClickFinishontheInstallShieldWizardcompletedscreen.
PleasewaitfortheWelcomescreentodisplay.
13. (PCLaw Users Only:)ClickPCLaw Configuration Instructionsforitemsthatmustbecompleted
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priortocompletingthisinstallation.
ThePCLawMobilitySetupInstructionsaredisplayed.
14. ClickNextontheWelcomescreenafterallpre-requisiteitemsaredone.
TheLicenseAgreementscreendisplays.
15. Select I accept the terms in the license agreement.

16. ClickNext tocontinue.
TheInstallationSettingsscreendisplays.
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17. Entertheemailaddressandconfirmationthatwillbeusedtoreceivedupdatenotificationsandother
messages.
18. ClickNext.
TheSMTPEmailSettingsscreendisplays.
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ClickSkip this Stepifyouwillnotbeusingtheemailcapabilities,orifyouwouldliketoenterthis

informationatalatertime.
-orIntheSMTP ServerandSend email messages fromboxes,entertheapplicabledata.
Warning
Donotusespecialcharactersinthenamesuchasahyphen,etc.(i.e.,SMTP-Server.nc.rr.com),
otherwise,thenamewillnotberecognizedasavalidservername.
(Optional:)Entertheusernameandpasswordfortheemailaddressenteredinthepreviousstep.
(Optional:)ClickTest Settingstoconfirmyourentries.
20. ClickNextontheSMTPEmailSettingsscreentocontinue.
TheConfirmInstallationscreendisplays.
21. ClickInstall.
TheInstallingLexisNexisMobilityAccessManagerscreendisplays.
22. Afterallnewfeatureshaveinstalled,theAdditionalStepsscreendisplays.
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23. Click Finish and View Instructionstoviewtheadditionalsetuprequirements.

TheMobilitySetupInstructionsdisplays.
24. Completethestepsoutlinedintheinstructionsasapplicable.
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UpgradeLexisNexisMobilityAccessManager
TosuccessfullyupgradetothelatestversionofPCLawMobility,youmustinstallthelatestversionof
LexisNexisMobilityAccessManagerusingthefollowingprocedure.
Note
InstallLexisNexisMobilityAccessManageronthesamePCasthePCLawLinkServices.
1. Openawebbrowserandgotohttp://support.pclaw.com/techpage.
ThePCLawDownloadspageopens.
2. SelectPCLaw Version 13.Xorthelatestversionfromthedrop-downlistandclickGo.

TheLexisNexisPCLawSoftwareLicenseAgreementpage.
3. Enteryourfirm'sinformationinallrequiredboxesmarkedwithanasterisk.
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4. ClickI have read and agree with the End-User License Agreement.
TheLexisNexisAvailableDownloadspagedisplays.
5. ClickdownloadundertheDownloadcolumntodownloadthelatestversionoftheLexisNexisMobility
AccessManager.
6. ClickSavetosavethefiletoyourdesktop.
7. Double-clickthesetup.exefileonyourdesktopandclickRuntoruntheinstaller.
Note
IfMicrosoft.NET4.0isnotdetectedonyourcomputer,theinstallerdownloadsandinstallsit.
TheLexisNexisMobilityAccessManager-InstallShieldWizardwindowdisplays.
8. ClickNextontheWelcomescreentoupgradetothelatestversionoftheLexisNexisCommonAPI.
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9. ClickNexttocontinue.
TheUpgradingLexisNexisCommonAPIscreendisplays.
Pleasewait,thismaytakeseveralminutes.
10. ClickOKontheLexisNexisCommonAPIscreentocontinue.
11. ClickFinishontheInstallShieldWizardCompletedscreen.
Pleasewait.
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12. ClickNextontheWelcomescreen.
TheEmailAddressscreendisplays.
13. IntheEnter Email Addressbox,entertheemailaddressofthepersontonotifiedwhenupdatesare

available.
14. IntheConfirm Email Addressbox,re-entertheemailaddressofthepersontonotifiedwhenupdates
areavailable.
15. ClickNext.
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TheSMTPEmailSettingsscreendisplays.
ClickSkip this Stepifyouwillnotbeusingtheemailcapabilities,orifyouwouldliketoenterthis
informationatalatertime.
-orIntheSMTP ServerandSend email messages fromboxes,entertheapplicabledata.
Warning
Donotusespecialcharactersinthenamesuchasahyphen,etc.(i.e.,SMTP-Server.nc.rr.com),
otherwise,thenamewillnotberecognizedasavalidservername.
(Optional:)Entertheusernameandpasswordfortheemailaddressenteredinthepreviousstep.
(Optional:)ClickTest Settingstoconfirmyourentries.
17. ClickUpgrade.
TheUpgradeLexisNexisMobilityAccessManagerscreendisplays.
18. Afterallnewfeatureshaveinstalled,theAdditionalStepsscreendisplays.
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Release: 13.0
19. Click Finish and View Instructionstoviewtheadditionalsetuprequirements.

TheMobilitySetupInstructionsdisplays.
20. Completethestepsoutlinedintheinstructionsasapplicabletofinalizeyourinstallationandsetup.
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PCLawAdministrationGuide

LexisNexis PCLaw Administration Guide

LexisNexis Practice Management Systems, Inc.

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Backup and restore data

Security settings and setup

PCLaw application updates

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

System Settings and Setup

Workstation Settings and Setup

Lawyers and Rates

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Bank Account Setup

General Ledger Accounts

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Verify Data Integrity

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide

Copyright 2013 LexisNexis.

All rights reserved.

LexisNexis PCLaw Administration Guide