How do I change the client who has access to the file?
Sometimes you may want to change which client has access to the file. This could be because you entered the wrong email address for the client or you wish to give access to another party. Here are the steps to take: Select register with a different person and fill out the remaining fields.
How do I change the person who receives notifications?
When you give a client access to a file, you specify a person to receive notifications from the client. If you have the Firm Edition of the software, this can be either a professional in the firm or a staff member. But what if that professional or staff member leaves or the case is reassigned? […]
What is the Client Cloud Data Entry process?
1. In the file manager, click a blank checkbox to give a client access to the Client Edition. 2. Complete the entries on the dialog that appears. 3. The client will receive an email to create an account and set up a password 4. The client logs in. This screen comes up, and the client […]
How can two parties both get their data to me electronically (typically in a collaborative or mediation context)?
The clients need to agree to use the same e-mail address and password. The professional sends the “New Client” e-mail to one client, who creates the account and password. That client then shares the log-in e-mail address and password with the other client. The parties should coordinate so that they are not both using the […]
Each party has completed his client information separately. Can I merge or combine the two client files?
It is not possible to merge or combine two separate client files. If the clients have already created them, you can print the relevant reports from the client that entered less information, then manually copy that into the file of the other client.
I sent instructions to the client on data entry, but the client did not get them.
If the e-mail appears to have been successfully generated, but the client does not report receiving it. ask the client to check his or her spam filter. If the e-mail is not in the client’s spam folder, please try sending the e-mail again, to make sure that you entered the client’s e-mail address correctly. In […]
Are there blank paper data input sheets that I can print for clients?
Yes. In the Cloud software, they are at Settings > Paper Data Sheets, as shown below. In the desktop, they are on the Files & Settings > Paper Data Sheets.