Main Features - How Do I...
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Including Related Records when You Print Records
- Managing the Relations for Related Records
- Printing Related Records
- Setting Up Relationship Codes
- Viewing Related Records
- 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
- Adding or Creating a New Mail Record
- Opening a Mail Record
- The Mail List
- 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
- 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
- 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
- Adding and Appending Notes
- Opening a Note Record
- 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
- 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
- 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
Handhelds - How Do I...
- Manually Installing LexisNexis Total Practice Advantage Applications on a BlackBerry
- Removing LexisNexis Total Practice Advantage Data from a BlackBerry
- Running the BlackBerry Synchronization
- Setting Up the Blackberry® Synchronization
- Uninstalling the LexisNexis Total Practice Advantage Applications from a BlackBerry
- Installing HotSync Conduits and Setting Up the Palm® Handheld Synchronization
- Running the Palm Synchronization
- Installing LNPMSyncEnabler.cab to Pocket Outlook on a Windows Mobile or Pocket PC Handheld
- Running the Pocket Outlook Synchronization On A Windows Mobile Or Pocket PC Handheld
- Setting the Scope of Contact Records Synchronized to Pocket Outlook on a Windows Mobile or Pocket PC Handheld
- Setting the Scope of Event Records Synchronized to Pocket Outlook on a Windows Mobile or Pocket PC Handheld
- Setting the Scope of ToDo Records Synchronized to Pocket Outlook on a Windows Mobile or Pocket PC Handheld
- Setting Up the Pocket Outlook Synchronization on a Windows Mobile or Pocket PC Handheld
Software Links - How Do I...
- Adding the Send to CaseMap Button to a Record Form
- Adding the Send to CaseMap Button to the Main List Toolbar
- Sending LexisNexis Total Practice Advantage Records to CaseMap
- Enabling the Juris/LexisNexis Total Practice Advantage Link
- Running a Juris Synchronization
- Setting Up the Juris Link at the Program Level
- Setting Up the Juris Link at the User Level
- Adding a PCLaw™ Sync Button to the LexisNexis Total Practice Advantage™ Toolbar
- Associating LexisNexis Total Practice Advantage™ Matters with PCLaw™ Matters
- Configuring PCLaw™ Book Settings for Connection with the LexisNexis Total Practice Advantage™ Software
- Enabling the PCLaw Link for LexisNexis Total Practice Advantage
- Disabling Billing Matters to Enable Linking to a Third Party Billing Application
- Running a Manual Synchronization of the LexisNexis Total Practice Advantage™ and PCLaw™ Software
- Setting Up the LexisNexis Total Practice Advantage™ Software to Link with the PCLaw™ Software
- The PCLaw Link Setup Window Book Set Settings Tab
- The PCLaw™ Link Setup Window Billing Options Tab
- The PCLaw™ Link Setup Window Client/Matter Options Tab
- Using the PCLaw Link to Transfer Clients and Matters
- Using the PCLaw Link to Transfer Billing Information
- Setting Up the PaperPort® Deluxe Link
- Setting Up QuickBooks to Allow LexisNexis Total Practice Advantage to Automatically Login
- Setting up the QuickBooks Link at the Program Level
- Setting up the QuickBooks Link at the User Level
- The QuickBooks Billing Setup Window Client Options Tab
- The QuickBooks Billing Setup Window Matching Tab
- The QuickBooks Billing Setup Window Rates Tab
- The QuickBooks Billing Setup Window Setup Tab
- The User Level QuickBooks Billing Setup Window
- Enabling the Worldox Link at the Program Level
- Starting and Stopping the Exchange Synchronization Service
- Running a Synchronization with Microsoft Outlook
- Setting Up the Synchronization with Microsoft Outlook
- The Outlook Synchronization Confirm Before Making Changes Window
- The Outlook Synchronization Link Options - Contact Records Window Codes Tab
- The Outlook Synchronization Link Options - Contact Records Window Field Matching Tab
- The Outlook Synchronization Link Options - Contact Records Window General Tab
- The Outlook Synchronization Link Options - Contact Records Window Outlook Folders Tab
- The Outlook Synchronization Link Options - Event Records Window Codes Tab
- The Outlook Synchronization Link Options - Event Records Window Date Range Tab
- The Outlook Synchronization Link Options - Event Records Window General Tab
- The Outlook Synchronization Link Options - Event Records Window Outlook Folders Tab
- The Outlook Synchronization Link Options - Staff Options Window
- The Outlook Synchronization Link Options - ToDo Records Window Codes Tab
- The Outlook Synchronization Link Options - ToDo Records Window Date Range Tab
- The Outlook Synchronization Link Options - ToDo Records Window General Tab
- The Outlook Synchronization Link Options - ToDo Records Window Outlook Folders Tab
- Using Staff Matching
- Creating a Clone of the LexisNexis Total Practice Advantage 10 Main Office Database
- Installing a LexisNexis Total Practice Advantage 10 Clone File to a Remote Computer
- LexisNexis Total Practice Advantage 10 Remote Database Installation Overview
- Remote Database Installation Steps for LexisNexis Total Practice Advantage 10
- Running a Connected Synchronization
- Setting Up a Connected Synchronization
- The Confirm Before Making Changes Window
- The Set Up Database Clone File Window
- Adding PA Save to an Internet Browser
- Displaying the PA Open and PA Save Buttons in Excel, PowerPoint, or Adobe Acrobat
- Getting Dockets Using LexisNexis Courtlink
- Launching an Application
Billing - How Do I...
- Adding a Rate Table
- Adding an Hourly Rate to Staff
- Assigning Rate Tables to Staff
- Changing a Rate Table
- Creating a Sales Tax Group
- Creating a Sales Tax Rate
- Setting Up Billing Preferences
- Using Billing Rates
- Using Layouts
- Using Special Fields in the Bill Layout
- Creating an Invoice
- Deleting an Invoice
- Opening a Billing Record
- Sending a Single Billing Entry to PCLaw
Activation
[TOP]Backup / Restore
- Backup Failed Status = 112
- Command Line Backup Parameters
- Creating a Backup
- Restoring the SQL Database, Documents, Index Files, and Email Attachments from Backup
- Using Windows XP Task Scheduler to Create a Scheduled Command Line Backup
Basic Program Information
- BlackBerry Synchronization Overview
- iPhone Synchronization Overview
- Palm® Handheld Synchronization Overview
- Pocket Outlook Synchronization Overview
- In / Out List Overview
- Timeline List Overview
- Desktop Extensions Overview
- Document Search Overview
- Feature Package Properties
- Keyboard Accelerators
- LexisNexis Total Practice Advantage 10 Directories
- News Reader Overview
- Outlines Overview
- Printing Overview
- Recycle Bin Overview
- Shortcut and Hot Keys Overview
- The Difference Between an Automatic and Specified Relation
- Timer Control Overview
- Incoming Call Processing - Third Party Hardware
- Microsoft Outlook Synchronization Overview
- PCLaw Link Overview
- Send to CaseMap Overview
- TAPI Dialer Requirements
- The LexisNexis Total Practice Advantage Juris Link Setup Overview
Billing - Error Messages
[TOP]Billing - Troubleshooting
- No Billing or Email Records are Appearing
- Cannot Bill from a Remote Station
- Cannot Import Data from Timeslips
Database Maintenance
- Determining the Size of the Enterprise Database to Compare to the Maximum Size Limit of Microsoft SQL Server Express
- Logging Users Off After a Time Matters Crash
- Repairing Data Corruption with the Redo Pre-Import Repair Database Maintenance Option
Database Utilities
[TOP]Handhelds - Troubleshooting
[TOP]Import / Export
- Importing Data from a Previous Installation
- Importing Document Indexes
- Running a Custom Export
- Using Search, Tag, and Process Selected Records to Export
Installation
- Initial Installation Steps for LexisNexis Total Practice Advantage 10
- Installing Microsoft SQL Server 2005 Express on a Different Drive Letter
- Connecting a Workstation to an Existing Database
- Workstation Installation Steps for LexisNexis Total Practice Advantage 10
- Creating a Clone of the LexisNexis Total Practice Advantage 10 Main Office Database
- Installing a LexisNexis Total Practice Advantage 10 Clone File to a Remote Computer
- LexisNexis Total Practice Advantage 10 Remote Database Installation Overview
- Remote Database Installation Steps for LexisNexis Total Practice Advantage 10
- Running a Connected Synchronization
- Setting Up a Connected Synchronization
- The Confirm Before Making Changes Window
- The Set Up Database Clone File Window
Main Features - Error Messages
- Database is Off-line
- Error 12 : Nothing To Do !
- All users are currently locked out for maintenance
- Record Deleted by Another User
- Specified hostname is invalid or could not be resolved
Main Features - Troubleshooting
- The Calendar Does Not Open to Your Name by Default
- You Cannot Select Your Name on the Calendar
- Following Is Not Automatically Enabled When You Select a Classification Code
- Records Accidentally Move to the Recycle Bin
- Records Are Missing from the Alerts, Reminders, and Watches Screen
- Restoring a Disabled User ID
- Some Areas are not Appearing on a Form
- Tabs in Matter Record List Display Records from Other Matters
- The Add A Staff Member Feature Is Not Working
- The Archive Reminder Appears When You Launch the Program
- The PA Open Button Does Not Appear in Microsoft Word
- The PA Save Button Does Not Appear in WordPerfect
- The Program Locks Up, the Screen Goes White, or the Program is Not Responding
- Time Matters / LNTPA Freezes When You Click the Matters Icon
- Time Matters Never Opens But Displays No Error
- Too Many or Too Few Records in a Sublist
- Using the Launcher, Opening an Attachment, or Saving a Document Freezes Time Matters
- Time Matters Terminates on Alerts, Reminders, and Watches
Program Management
- Adding a User
- Copying User Settings
- Disabling Keyword Indexing
- Disabling the Data Indexer for a Workstation
- Enabling Auditing
- Manually Starting the Data Indexer from the Command Line
- Setting up a Keyword Index
- Using Windows XP Task Scheduler to Manually Start the Data Indexer at a Scheduled Time
Service Releases
[TOP]Software Links - Error Messages
[TOP]Software Links - Troubleshooting
[TOP]System Setup
- Adjusting Windows® for Best Performance
- Configuring Microsoft SQL Server for Workstation or Client Connections
- Disabling Display Effects
- Disabling Enhanced Mouse Pointer Precision
- Disabling Power Management for a Network Interface Card
- Setting Antivirus and Firewall Exclusions
- Tips for General Performance Enhancement
- Activating LexisNexis Research
- Changing My Research to Quicklaw
- Color Coding Classification Codes
- Color Coding Staff
- Disabling the Archive Reminder for a Specific User
- Disabling the Archive Reminder for the Entire Office
- Incoming Call Notification Options
- Main Record Types
- Managing Staff and Resources
- Preventing Users from Searching Classified or Sensitive Material
- Reactivating the Wizard Menus for Matters and Contacts
- Recommended Order for Initial Data Entry
