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Maintenance

Menu Maintenance allows you to adapt bcdDocuments to your requirements and whims.

Menu_Mainteannce

The Style drop down menu allows a user to select their colour scheme.

At Connections you can order more concurrent connections and insert them.

At Logins there are two functions which help with installing new users. Maintenance_Logins

At Company you can view company details and change company-wide values.

At EMail you can set email permissions at each registered site.

At EvTypes you can manage the event types you use for events in matters, including assigning colors to event types.

Maintenance_EvTypes

At Edit Masks you can specify edit masks.

At Worksheets you can print several worksheets to assist with tasks:

Maintenance_Worksheets

In This Chapter

Style

Logins

Company

Event Types

Worksheets

Colors

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Style

The style picked is for the current user only.

Maintenance_Style

See Also

Maintenance

Logins

Company

Event Types

Worksheets

Colors

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Logins

If your User Type is "Administrator" you may login as another user; so If a user is absent you may access their login.

If your User Type is "manager" of higher and are adding a new user you may copy an existing user's setting to the new user.

Maintenance_Logins

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Maintenance

Style

Company

Event Types

Worksheets

Colors

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Company

This is where you can change the company details which:

Some of the information on this form, and other information, is stored in the database in an encoded and secure manner.

Maintenance_Company

See Also

Maintenance

Style

Logins

Event Types

Worksheets

Colors

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Event Types

Event types represent the different types of events that occur throughout the life cycle of a matter. You can customise the different event types here.

Maintenance_EvTypes

Event types are deleted or inserted using the Delete [ - ] and Insert [ + ] buttons.

Each event type may be included or excluded from Reports - Event reports by checking or unchecking its "Check to report this type" column. If this column is unchecked the events of this type cannot be in reports. If this column is checked then these event types may be reported on, and a particular report may choose to include them or exclude them from the report. Such selection is done in the Reports - Which tab.

If an event type is assigned a color then the "Type" column in the Matter - Events grid will be painted this color. To avoid using a color in the events grid remove the color selection here. Press the color gid button to select a color for an event type.

See Also

Maintenance

Style

Logins

Company

Worksheets

Colors

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Worksheets

Included with bcdDocuments are a series of worksheets designed to assist you with the process of converting to bcdDocuments. Each worksheet is focused on a specific area. Access and print these from the Maintenance menu. Click the appropriate button from the window below to print the worksheet desired.

Maintenance_Worksheets

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Maintenance

Style

Logins

Company

Event Types

Colors

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Colors

Use this option to set several colors used by bcdDocuments. The colors selected will take effect immediately and apply only to you.

See Also

Maintenance

Style

Logins

Company

Event Types

Worksheets