how to add documents in amicus attorney

Please use the Amicus account of the user who has all of the Files and Contacts. 1 Open the Files module. 2 Filter your files e.g All FilesActive FilesInclude Closed Files. You can also assign files associated with a specific lawyer, a specific File Type etc.

Full Answer

How do I add a contact in amicus billing user guide?

Server Upgrade. Go to Windows Control Panel > Programs and Features. Choose “Turn Windows features on or off” in the left panel. Select the Microsoft .NET Framework checkbox and click OK.

How do I transfer files from one amicus account to another?

You have a word document that is a form that is not within the fold settings, and you just want to copy it over into the forms library here in Abacus. The way you do it is, you would go into "Add", you would then look for wherever it is in your share drives … Whatever given letter drive it is: F drive, whatever you guys are using.

How do I write up/down transactions in amicus?

Generating a document from a File detail. Select the People On The File for whom information should be included. Choose Actions > Generate A Document, or click Generate Document on the Advanced Toolbar. Depending on your preference setting, either the Basic or ... From Basic view, select the Based ...

Can I customize the information within the amicus program?

Couple of options. We can save an add to Amicus. We can save and do not add to Amicus or just save it as a normal text document or do not save and do not add. The first option, save and add to Amicus, I can ensure that a copy of this generated document is going to …

How do I update my amicus attorney?

Log in to Amicus. A prompt to upgrade the workstation appears. Click OK....If upgrading an EXISTING Amicus Attorney WorkstationGo to Windows Control Panel > Programs and Features.]Choose “Turn Windows features on or off” in the left panel.Select the Microsoft . NET Framework checkbox and click OK.Feb 7, 2022

How do I open an amicus file?

From the Amicus taskbar in the Files module, click New. A File can also be created from the Amicus taskbar in any other module's main view. Click the Newdropdown menu, and select File.Jul 8, 2020

Generating a document from Files

To generate a document from File (s), complete the following steps. For information about Search Results lists, see Working with Search results.

Generating a Document from People

To generate a document from People, complete the following steps. For information about Search Results lists, see Working with Search results.

Generating a from the DO button on an Event

The Intelligent Assistance feature enables you to add a DO button to an Event, and set it to generate documents using a specified Merge Template. Generating a document this way is particularly useful because the DO button also starts the Timer. Furthermore, the To Do can be incorporated into a Precedent for performing whole transactions.

Before Adding Users

Be sure you have configured the Firm record—this Company record includes communication and address information that Firm Members will be linked to.

Adding New Users

You can add new users at any time. However, these new users will not be able to use Amicus Attorney until you have allocated a license to them.

Video Transcription

One of the things that has become of interest in the last little while is Amicus Manage or Document Management. What I'm going to do today is talk a little bit about how Amicus Manage can help you manage your documents today. What I have right now is a document that I'm going to use and I have actually two users open.

Q & A

You actually specify a default location. For every user, you specify a default location. In this case, I'll cut to John, when I actually checked it out … I think I'm logged in as John here, I'm logged in as Lindsay here. This is John here, I specify a default location in my Preferences here.

What is a bill profile?

When a new File is created, a Bill Profile is automatically assigned . This is the Profile assigned to the File’s Primary Client (if any), else the default Profile for the firm. The Bill Profile provides settings for many of the File’s Bill Settings options.

Is QuickBooks a trademark?

QuickBooks is a registered trademark and service mark of Intuit Inc. in the United States and other countries.

Tip for adding new users in Amicus Attorney and saving time

Lets say you have a 5 user firm with Amicus Attorney. The firm has a policy where all users get added to all new files and contacts. They decided to hire a new employee and add a new amicus license.

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