Main Features - How Do I...
Automate My Workflow?
- Adding a Formal Group
- Adding a PDF Preferences Template
- Adding a Review Template
- Adding or Creating AutoTxt Codes
- Adding or Editing a Trigger
- Applying a Formattable Clipboard
- Applying a Review Template to a Record
- Applying an AutoEntry Form to a Form Style
- Applying an AutoEntry Form to a Trigger
- Changing a Review Status
- Changing Merge Templates
- Changing or Modifying a Formattable Clipboard Template
- Changing or Modifying a Monitor
- Changing or Modifying a PDF Preferences Template
- Changing or Modifying a Record Review Comment
- Changing or Modifying a Review Template
- Changing or Modifying a Web Search Template
- Changing or Modifying an AutoEntry Form Template
- Creating a Chain Template
- Creating a Form Tab
- Creating a Formattable Clipboard Template
- Creating a Schedule Chain
- Creating an AutoEntry Form
- Creating Distribution Lists
- Creating Envelopes
- Creating Keyboard Accelerators
- Creating Mailing Labels
- Creating Merge Templates
- Deleting a Formattable Clipboard
- Deleting a PDF Preferences Template
- Deleting a Monitor
- Deleting a Record Review Comment
- Deleting a Web Search Template
- Deleting an AutoEntry Form Template
- Deleting Form Tabs
- Deleting Merge Templates
- Disabling the Automatic Login Setting
- Disabling the Show Reminders Setting
- Determining Whether a User Can End a Record Review
- Determining Which Users are Required to Review a Record
- Editing or Modifying Form Tabs
- Emailing a Review History
- Enabling AutoTxt Codes
- Enabling Form Tabs
- Enabling the Advisory Screen
- Enabling the Exit Now Advisory Screen
- Formatting or Modifying Form Styles
- Making Changes to a Feature Package
- Performing a Duplicate Check When a New Record is Added
- Printing a Review History
- Running a Web Search
- Setting a Watch
- Setting Time Matters to Enter Default Staff to a New Record Automatically
- Setting Up a Monitor on a Contact Record
- Setting Up a Monitor on a Matter Record
- Showing Hidden Records
- Showing/Hiding the Task Panel
- Sorting Lists Using Quick Tabs
- Unlocking a Feature Package
- Using AutoTxt Codes
- Other Shortcut and Hot Keys
- Using Reminders
- Using Shortcut and Hot Keys for Lists
- Using Shortcut and Hot Keys to Add Records
- Using Shortcut and Hot Keys to Open Calendars and Journal
- Using Shortcut and Hot Keys to Open Lists
- Using Shortcut and Hot Keys When Working in the Calendar
- Using the Save This Login Feature
Manage Forms and Lists?
- Activating Power View on a List
- Adding Buttons to Your List Toolbar
- Adding Buttons to Your Timeline Toolbar
- Adding or Creating a Tag List
- Adding or Creating Classification Codes
- Adding or Creating Quick Tabs with the Quick Tab Wizard
- Adding or Creating Quick Tabs without Using the Quick Tab Wizard
- Adding or Removing Columns from a List
- Adjusting the Width of Columns in Lists
- Changing a Large Number of Records Simultaneously
- Changing List Sort Order for Quick Tabs
- Changing or Modifying a Saved Tag List
- Changing or Modifying Classification Codes
- Creating a New Journal Style
- Creating Specified Relations
- Creating User-Defined Lists
- Customizing a Lookup List
- Customizing a Record Area
- Customizing the Order of Regarding Line Fields
- Disabling the Main Record Intake Wizard
- Deleting a Single Record
- Deleting Multiple Records Simultaneously
- Editing a Power View on a List
- Editing Columns in the Quick Items Window
- Emptying the Recycle Bin by Date or Type
- Enabling or Disabling the Quick Tab Wizard
- Hiding Unused Fields on a Form
- Quick Tab Wizard Display Options Window
- Quick Tab Wizard Fields Window
- Record Review Comments
- Recovering or UnDeleting Deleted Records
- Repeating Records
- Setting a Classification Code to Inactive
- Setting Up the Timer to Keep Track of Time When a Form Opens
- Setting up Timer Control Options
- Showing an Item on a List as Billed
- Showing or Hiding Quick Tabs
- Sorting Lists
- The Edit User Level Quick Tab Window Filter and Sort Tab
- The Edit User Level Quick Tab Window General Tab
- Using Record Notification
- Viewing a Contact’s Matters
- Viewing Record Count
Search?
- Activating QuickPik (Quick Pik)
- Adding a Web Search Sites Template
- Adding Folders to a Document Index
- Adding or Creating a Calculated Field
- Building a Document Index
- Changing Saved Document Search Criteria
- Creating a Document Index
- Enabling the GoTo (Go To) Field
- Importing Document Indexes
- Martindale-Hubbell® Lawyer Locator
- Removing a Document Index from a Search
- Replacing Results in a Saved Tag List
- Running a Document Search
- Running a Global Search
- Running an Advanced Global Search
- Saving Document Search Criteria
- Saving Results to a Tag List
- Scheduling a Document Index
- Searching in Lists - Custom Search
- Selecting Multiple Document Search Indexes
- Setting Document Search Security
- Using an Existing Tag List
- Using Comparisons for Grouping
- Using Soundex for Global Searches
- Web Search
Use Desktop Extensions?
- Adding Desktop Extensions to My Workspace
- Adding Notes to a Contact or Matter Using the Legal Pad Desktop Extension
- Deleting Notes in the Legal Pad Desktop Extension
- Emailing a Document Using the Document Finder Desktop Extension
- Finding a Desktop Extension under Other Windows on My Desktop
- Finding a Document Using the Document Finder Desktop Extension
- Finding a Note That You Wrote on the Legal Pad Desktop Extension
- Finding a Record Using Desktop Extensions
- Maintaining a List of Favorite Contacts in the Contact Viewer Desktop Extension
- Maintaining a List of Favorite Documents in the Document Finder Desktop Extension
- Moving a Desktop Extension to a Different Workspace Area
- Opening a Document from the Document Finder Desktop Extension in its Native Application
- Opening a Map of a Contact’s Address from the Contact Viewer Desktop Extension
- Printing a Single Document from the Document Finder Desktop Extension
- Printing Multiple Documents from the Document Finder Desktop Extension
- Printing Notes from the Legal Pad Desktop Extension
- Removing or Closing a Desktop Extension
- Resolving Schedule or Scheduling Conflicts in the Agenda Viewer Desktop Extension
- Saving Notes Permanently Using the Legal Pad Desktop Extension
- Sending Email to a Contact from the Contact Viewer Desktop Extension
- Sending Feedback about Desktop Extensions
- Taking Notes Using the Legal Pad Desktop Extension
- The Agenda Viewer Desktop Extension
- The Calendar Tool
- The Contact Viewer Desktop Extension
- The Currently Running Extensions Window
- The Desktop Extensions Gallery
- The Desktop Extensions Sidebar
- The Desktop Extensions Tray Icon Main Menu
- The Desktop Extensions Workspace Areas
- The Document Finder Desktop Extension
- The Extensions Configuration Window
- The Legal Pad Desktop Extension
- The Phone Pad Desktop Extension
- Viewing a Contact in the Contact Viewer Desktop Extension
- Viewing a Full List of Contacts from the Contact Viewer Desktop Extension
- Viewing a Full List of Documents from the Document Finder Desktop Extension
- Viewing My Schedule from the Agenda Viewer Desktop Extension
- Viewing Related Matters from the Contact Viewer Desktop Extension
Use the Calendar?
- Adding a New Timetable
- Adding and Deleting Records from the Day File
- Adding Events and ToDo’s to the Calendar
- Adding Icons to Your Calendar Toolbar
- Automatically Loading and Opening the Day File
- Blocking a Staff Member’s Name from the Calendar
- Changing or Modifying Holidays or Special Days
- Changing the Alarm Sound
- Color Coding the Daily and Multi-Day Calendar by Classification Code
- Color Coding the Daily and Multi-Day Calendar by Staff
- Deleting Holidays or Special Days
- Differences Between the Classic Calendar View and the Default Calendar
- Editing or Modifying a Chain Template
- Expanded Mode
- Filtering Items Displayed on the Personal Journal
- Hiding Records on the Calendar
- Loading the Day File
- Managing Scheduling Chains
- Managing the Personal Journal
- Managing the Reference Calendar
- Opening the Contact Journal
- Opening the Date Calculator
- Opening the Matter Journal
- Setting a Specific Number of Days to Open as the Default Daily Calendar View
- Showing an Item in the Calendar as Billed
- Using the Date Calculator
- Using the Split View on the Calendar
- Viewing Billing Information on the Monthly Calendar
- Viewing Multiple Staff Members’ Calendars
- Viewing the Classic Calendar
- Viewing the Daily Calendar
- Viewing the Monthly Calendar
- Viewing the Weekly Calendar
Use the Navigator?
- Adding a Custom Link to the Navigator
- Applying a Navigator Template
- Applying an AutoEntry Form To a Navigator Button
- Changing a Navigator Button
- Changing a Navigator Template
- Creating a Custom Navigator
- Deleting a Navigator Button
- Deleting a Navigator Template
- Opening the Navigator
Use the In / Out List?
- Marking a User as In or Out on the In / Out List
- Restricting In / Out List Edits by Other Users
- Setting Login and Logout Prompt Preferences for the In / Out List
Use the Inbox and Email?
- Adding a MAPI Email Account
- Adding a Quick Tab to your Personal Inbox
- Adding an Internet Email Account
- Adding Email Signatures
- Attaching Documents to Emails
- Changing or Modifying a Quick Tab in Your Personal Inbox
- Changing or Modifying Email Rules
- Changing or Modifying Email Signatures
- Creating Email Rules
- Deleting a Quick Tab in your Personal Inbox
- Deleting Email Rules
- Deleting Email Signatures
- Opening an Email Record
- Practice Advantage Mail Agent
- Resending Emails
- Saving Emails Using the Set Regarding Feature
- Sending Emails
- Sending Email Using a Distribution List
- Setting Spam Rules
- Setting Up the Advanced Features of your Personal Inbox
- Setting Up the Out of Office Responder
- Setting Up the Personal Inbox
- Three Types of Email Connections
Manage Contacts?
- Adding a Martindale Hubbell Icon to the Contact Form Toolbar
- Creating a New Contact Record
- Creating Documents Using Merge Templates
- Managing Contact Records
- Opening a Contact Record
- Removing Duplicate Contacts
Use Documents?
- Activating Automatic Date Settings
- Checking In Documents
- Checking Out Documents
- Creating and Saving Documents to LexisNexis Total Practice Advantage from Corel WordPerfect
- Creating and Saving Documents to LexisNexis Total Practice Advantage from Microsoft Word
- Managing Document Versions
- Opening a Document Record
- Opening Existing LexisNexis Total Practice Advantage Documents Through Microsoft Word
- Saving a Document as a PDF from the Formattable Clipboard
- Saving Scanned Documents Using the Nuance PaperPort Desktop
- Saving Scanned PDF Documents to LexisNexis Total Practice Advantage Using PA Save
- Scanning Documents
- Setting the Default Type for Scanning Documents
- Using the PA Insider to Create Documents
Manage Events and ToDos?
- Adding a ToDo
- Changing a ToDo
- Changing an Event
- Changing Multiple Events to Another Staff Member
- Changing Multiple ToDos to Another Staff Member
- Creating a New Event
- Creating a ToDo from an Event
- Creating an Event from a ToDo
- Creating an Event from an Email
- Creating an Event Using the Scheduler
- Creating Multi-Day Events
- Deleting a ToDo
- Deleting an Event
- Event and ToDo Records Change Date
- Event Time Conflicts
- Opening a ToDo Record
- Opening an Event Record
- Sending Records to Billing from the Timeline
- Sending the Timeline to Excel
- Setting Alarms in Records
- Setting the Default Number of Minutes for an Alarm
- Setting Quick Alarms
- Using Quick Entry to Add Events
- Using the Scheduler
- Using the TimeChart
Manage Related Records?
- Including Related Records when You Print Records
- Managing the Relations for Related Records
- Printing Related Records
- Setting Up Relationship Codes
- Viewing Related Records
Use Lexis (Web) Records and Lists?
- Creating a Shepard’s Report
- Getting a Case from the LexisNexis® Services
- Getting a Statute from the LexisNexis® Services
- Opening a LexisNexis Record
- Opening a LexisNexis® Research Form
- Opening a New LexisNexis Search Form
- Opening a Web Record
- Using the LexisNexis® Services to Run a Search
- Using the Research Form to Add Sources
Use Mail Records and Lists?
Manage Matters?
- Automatically Generate File Numbers
- Creating or Adding a New Matter Record
- Editing a Matter
- Linking a Matter to a Contact
- Opening a Matter Record
- Preventing Duplicate Matter References and File Numbers
Use the News Reader?
- Adding or Creating a Lexis Record from a News Article with the News Reader
- Adding or Creating a New RSS Provider in the News Reader
- Adding or Creating a Web Record from a News Article with the News Reader
- Organizing News Providers in the News Reader
- Sending a News Article by Email from the News Reader
Use the Messenger?
- Creating a Record from an Existing Message
- Embedding Records in Messages
- Forwarding a Message
- Opening the Messenger
- PA Messenger Overview
- Previewing Messages
- Printing Messages
- Running the Messenger as a Separate Application
- Sending a Message Using PA Messenger
- Setting the Messenger to Close When You Close LexisNexis Total Practice Advantage
- Showing Read or Unread Messages
- Using Do Not Disturb
Use Notes?
Use Outlines?
- Adding Elements to an Outline
- Adding or Creating Outlines
- Configuring Outline Form Options
- Creating and Associating Records from an Outline
- Opening an Outline Record
- Outline Form Options
- Sending an Outline to Microsoft Word
- Shortcut and Hot Keys for Editing Outlines
Manage Phone Calls?
- Activating Incoming Call Processing
- Adding a Phone Call
- Displaying Phone Calls Associated With a Specific User
- Incoming Call Notification
- Opening a Phone Call Record
- Opening Incoming Call Notification Options
- Opening the Phone Call List of a User
- Phone Call List Overview
- Placing a Phone Call with the Dialer
Use Reports?
- Creating a Label Format
- Creating an Envelope Format
- Creating Reports Based on Columns in the Record List
- Creating Reports from Lists and Search Results
- Creating Reports from the Main Menu
- Enabling Report Formats at the Program and User Level
- Inserting Boxes in the Report Designer
- Inserting Calculated Fields in the Report Designer
- Inserting Database Fields in the Report Designer
- Inserting Images in the Report Designer
- Inserting Label Fields in the Report Designer
- Inserting Lines in the Report Designer
- Inserting Subtotal and Total Bands in the Report Designer
- Inserting Text Fields in the Report Designer
- Opening the Report Designer
- Printing to File Using Advanced Report Save
- Printing to PDF, XLS, HTML, and RTF
- Saving Report Specifications for Future Use
