Post on 12-Apr-2017
Lgal.OneLegal Practice solution for Law Firm
Change Request 15
CR15-B Intellectual Property Team
CR15-B. Intellectual Property Team CR15-B1. Provide an option to print ‘Draft’ watermark on the Client Draft InvoiceCR15-B2. MSS print-out - Extend the current description fieldCR15-B3. Matter search- Provide an option to search by Renewal DateCR15-B4. International filing info should have (Configured)CR15-B5. Matter Status ReportCR15-B6. Provide a new report to print all tasks
CR15-B1. PROVIDE AN OPTION TO PRINT ‘DRAFT’ WATERMARK ON THE CLIENT DRAFT INVOICE
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CR15-B1. PROVIDE AN OPTION TO PRINT ‘DRAFT’ WATERMARK ON THE CLIENT DRAFT INVOICE
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CR15-B1. PROVIDE AN OPTION TO PRINT ‘DRAFT’ WATERMARK ON THE CLIENT DRAFT INVOICE
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CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD
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In case of Billing description is very long and affects invoice printing, we have a solution to split string.
CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD
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CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD
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CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD
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CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD
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To split string, we add keyword ‘newline’ in the passage where we need to split
CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD
6Here is the report after split string
CR15-B3. MATTER SEARCH - OPTION TO SEARCH BY RENEWAL DATE
To search by Renewal Date, we enter date range (eg. 01/01/2015) in search field then select ‘Search Renewal Date at 01/01/2015’
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CR15-B3. MATTER SEARCH - OPTION TO SEARCH BY RENEWAL DATE
Select this searched matter > go to Filing Info tab to check Renewal Date 3
CR15-B5. MATTER STATUS REPORT
Matter Status Report is used to show the state of matters list. From the report, we have an overview about relevant information as lawyer-in charge, client, member,… of matters.1. How to Configure Matter Status Report Fields2. How to Configure by Report Configuration button3. How to Print Matter Status Report
3.1. Account Details3.2. IP Details3.3. Warehouse Details3.4. File Closing Details
CR15-B5. MATTER STATUS REPORT1. How to Configure Matter Status Report Fields
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CR15-B5. MATTER STATUS REPORT1. How to Configure Matter Status Report Fields
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CR15-B5. MATTER STATUS REPORT1. How to Configure Matter Status Report Fields
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CR15-B5. MATTER STATUS REPORT2. How to Configure by Report Configuration buttonBefore printing the Matter Status Report, we can configure the report to set the Size of each column appropriately on report. Beside, we can check/uncheck in Active field for which column shall be showed/hidden on report
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CR15-B5. MATTER STATUS REPORT2. How to Configure by Report Configuration button
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CR15-B5. MATTER STATUS REPORT2. How to Configure by Report Configuration button
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CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.1. Account Details1
CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.1. Account Details2
CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.1. Account Details3
CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.2. IP Details1
CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.2. IP Details2
CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.2. IP Details3
CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.3. Warehouse Details1
CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.3. Warehouse Details2
CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.3. Warehouse Details3
CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.4. File Closing Details1
CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.4. File Closing Details2
CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report
3.4. File Closing Details3
CR15-B6. PROVIDE A NEW REPORT TO PRINT ALL TASKS
Tasks Report is the report to print all tasks We can select condition according to matter, name assigned or status. 1
CR15-B6. PROVIDE A NEW REPORT TO PRINT ALL TASKS2
CR15-B6. PROVIDE A NEW REPORT TO PRINT ALL TASKS
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CR15-B6. PROVIDE A NEW REPORT TO PRINT ALL TASKS
Open Matter 35691CA1-1 to check all tasks.
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