Can’t Log In
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I Can Not Open a File in File Manager
If you can’t open a file, please try the following:
Security Questionnaire Responses
This FAQ contains consolidated responses to security questionnaires from multiple financial institutions. Relevant security policies are linked at the bottom of this FAQ. Table of Contents 1. Information Security Program & Governance Q: Does your organization have a formal and documented information risk management program? Answer: Yes Q: Is the information risk management program approved […]
Opening files of former firm member
If you have the Firm edition of the software, members of the firm may open the files of former members. This includes former associates, ex-associates, partners who have left the firm, etc. Here’s how: In the File Manager, the person who wants to open the file should click “Case Files of Other Pro” (top right) […]
Using the Cloud Edition, how can I send a file to another professional?
Here are the steps to send a copy of the file to a professional or anyone else: This will send a copy of the file to the professional. As an alternative, you can share the file with the professional. If you share the file with the professional, then any changes the professional makes will appear […]
Why do the Cloud and Desktop version not automatically synch data?
There are many situations where synching would be a problem. Here are some: 1. Two individuals could be editing different versions of the same file on the desktop. Which would we synch? 2. What would we do if a user deleted a file on the Cloud, should we delete it on the PC too? 3. […]
How can I coordinate my files between the Cloud and Windows/Mac desktop?
You may upload files from the Windows and Mac editions to the Cloud Edition and download files from the Cloud Edition to the Windows and Mac editions. The easiest way to do that is from within the Cloud Edition. To upload files from the desktop to the Cloud, you may do the following: To download […]
Tell me about your Cloud Security.
Family Law Software web data entry follows current best practices for secure communications, including the following: