How can I e-mail a PDF generated by the desktop software?
In the desktop software, click the PDF button at the top of the screen. The PDF will be saved in your default folder. Now, you can manually send the PDF as an attachment to an email. The default folder is where you will find it, to attach it.
How can I send files to other professionals who have Family Law Software?
In the Cloud software In the Desktop software If a firewall prevents you from sending the file this way, you may manually email the file. You can see the folder where the file is located by looking at Files & Settings tab. Go to your email program, address an email to the professional, and navigate […]
How can I send a client file to Tech Support?
In the Cloud, do the following: In the desktop software, do the following: If a firewall prevents you from sending the file to us this way, you may manually email us the file. You can see the folder where the file is located by looking at Files & Settings > Open/Save/Send, at the top of […]
Does the KeyCode control access to client files using the Desktop Software?
No, the KeyCode only unlocks the desktop software. Once the software is unlocked, the user may open any file created with the software. This becomes important in situations in which an employee leaves the firm. If the employee has taken client files with him or her, the employee will be able to access them. This […]
How can I send a data file to another computer?
You have several options to move files between computers. 1. Email. Using the Cloud software, open File Manager, find the file, click the 3-dots button, and select Email. You can upload a file to the Cloud by opening File Manager, and clicking the Upload button (on the right). Using the Desktop software, you can email […]
I can’t find the client file(s) on my computer
In the Cloud, you can search for a file in your list. If you do not see it there, look in Archive and Backup. For the desktop, there are a few options for locating your client files. Windows Computers If all the files are located in one folder, and you want the software to look […]
How can I access files from anywhere (the Cloud), using DropBox, Google Drive, Microsoft OneDrive, or a similar service?
Here is one way to access your files from anywhere: 1. Get Dropbox, Google Drive for PC, Microsoft OneDrive or SharePoint (or a similar service). 2. Install Family Law Software on computers in all your locations. To do that, get to each computer, click the link to download the latest version, and follow the prompts. […]
The desktop software is not remembering the location of my default folder (where my client files are stored).
The program stores information about the default folder and other customization information in a file called flsplan.ini, in the following location: Documents\Family Law Software\Flsplan\_fls\exe\system\temp If the computer can not write to this location, then it would not be able to store the default folder and other customization information. Check write permissions to this location. If […]
Where can I store client files?
You can choose where to store your Family Law Software client files. When you first install the software, if you do not change the folder, they will be stored locally on the computer you are using, in the following folder: Documents > Family Law Software If the software will only be used on one computer […]
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.