There are a number of Configuration options you can set on the Configuration screen.
Professional information.
In this section you can specify:
- Your profession.
- Your name, title, address, email, and state, to be used on reports.
This information is saved across all files.
Report Options
You can set report options relating to the following:
Whether to print affidavits and guidelines in PDF-A format.
Whether to include date and time on the header.
What to include in the footer.
Whether to print footnotes, and what font to use.
For financial reports, whether to include each of the following:
- Cover page
- Background page
- Table of contents
- Section pages
- Your logo on cover pages
- The contents of Notes
Graphs
Whether to print graphs, and, if so, what to show along the bottom axis: calendar year or age of the first party entered.
Special texts
The software includes a set of special texts such as “Unknown,” “TBD,” etc.
You can reassign those texts to other texts if you wish.
Court Information
You can enter address information about the court that will then carry to all of your cases.
Professional Disclaimers
You can enter a short professional disclaimer that will appear at the bottom of each page and a longer professional disclaimer that will appear when you print financial plans.
System Options
You can enter the following system options:
- Confirm overrides of system calculated values before accepting them.
- Automatically load the previous file when the software is started.
- Display or hide the list of recent client files.
- Display negative numbers with parentheses , as opposed to a minus sign.
- Use larger fonts for screen display.
- Save work automatically while you work.
- Write system errors to a log.
Change Default Folder
You can change the folder where files are saved.
System Administrator Options
There are system administrator options for larger firms.
Master key code list
This enables a firm to update all of the KeyCodes in the firm at once and store all of the key codes in a centrally located file.
Central Server Configuration
By default, the software stores system files configuration files, temporary files, and backup data files on the local hard drive.
If members of the firm move from computer to computer, this is not practical.
This option you to specify a central location where all of those files can be stored.
This does not affect where client data files are stored.