Glc portal project user training - others (new features) v2.0
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Transcript of Glc portal project user training - others (new features) v2.0
![Page 1: Glc portal project user training - others (new features) v2.0](https://reader036.fdocuments.us/reader036/viewer/2022081605/588120091a28abb9388b6b87/html5/thumbnails/1.jpg)
Lgal.OneLegal Practice solution for Law Firm
User Training for Staff
Other (New features)
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User training - Agenda
1. Integration with I-drive and J-drive2. Integration with Outlook Calendar/ Email/ Task3. Cause Paper Registry4. Auto-generated letters
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User training - Agenda
5. Reports:+ Fee Earner Receipt Funds+ Fee Earner Receipt Funds Details+ Matter Status Reports
6. Dashboard: + My Dashboard
+ My Matter+ My Report+ My Calendar
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Integration with I-drive and J-drive1
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1.1. Start syncing files and folders between Lgal.One and I-Drive
1.2. Turn off syncing
1.3. Resume syncing
1.4. Syncing changes
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1.1. How to Start Syncing files and folders between Lgal.One and I-Drive
1. Go to Matter, select a matter and open it, and then select Document > Directories and File Sync tab2. Click Map3. Click OK
Notes: After the matter has mapped, the matter's files and folder will be automatically synced between Lgal.One and I-Drive based on the automatic schedule
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1.1 How to Start Syncing1
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1.1 How to Start Syncing2
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1.1 How to Start Syncing3
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Synced
41.1 How to Start Syncing
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If the syncing between Lgal.One and I-Drive is taking a while, you can pause it at any time.1. Go to Matter, select a matter and open it, and then select Documents > Directories and File Sync tab2. Click Unmap3. Click OK
Notes: After the matter has been unmapped, the matter's files and folder have been created/synced they will be still stored in I-Drive but they will be removed in Lgal.One until mapped again
1.2 How to turn off syncing between Lgal.One and I-Drive
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1.2 How to turn off syncing1
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1.2 How to turn off syncing2
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If you want to start up the sync again after pausing it, you can resume syncing 1. Go to Matter, select a matter and open it, and then select Documents > Directories and File Sync tab2. Click Map3. Click OK
Notes: After the matter has been mapped again, the matter's files and folder will be automatically resumed syncing between Lgal.One and I-Drive.
1.3 How to resume syncing between Lgal.One and I-Drive
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1.3 How to resume syncing1
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1.3 How to resume syncing2
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If files or folders are edited, changes will be synced between Lgal.One and I-Drive. You can sync it at any time (no need waiting until the automatic schedule)1. Go to Matter, select a matter and open it, and then select Documents > Directories and File Sync tab2. Click Sync Now3. Click OK
Notes: Any change that you make to files or folders – will be synced and updated
1.3 How to sync changes between Lgal.One and I-Drive
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1.4 How to sync changes1
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1.4 How to sync changes2
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1.4 How to sync changes
Synced
3
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Integration with Outlook Calendar/Email/Task2
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2.1. Installing the plug-in
2.2. Integration with Outlook Calendar
2.3. Integration with Outlook Email
2.4. Integration with Outlook Task
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2.1. Installing the plug-in
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2.1.1 How to download and Install the plug-in1
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2.1.1 How to download and Install the plug-in2
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2.1.1 How to download and Install the plug-in3
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2.1.1 How to download and Install the plug-in4
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2.1.2 How to Configure the plug-in to connect to Lgal.One
5
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2.1.2 How to Configure the plug-in to connect to Lgal.One
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Tasks
Calendar
Integration with Outlook Calendar/ Email/ Task
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2.2.2 From Outlook to Lgal.One
User performs Calendar Sync
(manually)
2.2.1 From Lgal.One to Outlook
When a new event is created in
Lgal.One, user has the option to sync
to Outlook
2.2 Integration with Outlook Calendar
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2.2.1 From Lgal.One to Outlook
2.2 Integration with Outlook Calendar
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2.2.1. How to sync an event is created in Lgal.One to Outlook
1
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2.2.1. How to sync an event is created in Lgal.One to Outlook
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2.2.1. How to sync an event is created in Lgal.One to Outlook
3
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2.2.1. How to sync an event is created in Lgal.One to Outlook
4
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2.2.1. How to sync an event is created in Lgal.One to Outlook
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2.2.2 From Outlook to Lgal.One
* Quick sync a calendar to Lgal.One
** Chose the period to sync the calendars to Lgal.One
2.2 Integration with Outlook Calendar
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2.2.2 From Outlook to Lgal.One
* Quick sync a calendar to Lgal.One
2.2 Integration with Outlook Calendar
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2.2.2 How to sync Calendar in Outlook to Lgal.One 1
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2.2.2 How to sync Calendar in Outlook to Lgal.One 2
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2.2.2 How to sync Calendar in Outlook to Lgal.One 3
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2.2.2 How to sync Calendar in Outlook to Lgal.One 4
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2.2.2 How to sync Calendar in Outlook to Lgal.One 5
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2.2.2 From Outlook to Lgal.One
** Chose the period to sync the calendars to Lgal.One
2.2 Integration with Outlook Calendar
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2.2.2 Choose the period to sync Calendar to Lgal.One1
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2.2.2 Choose the period to sync Calendar to Lgal.One2
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2.2.2 Choose the period to sync Calendar to Lgal.One3
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2.2.2 Choose the period to sync Calendar to Lgal.One4
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- Sync email from Outlook to Lgal.One- Sync attached files to documents of matter- Sync email content to message log of matter- User performs uploading of emails (and attachments) to the selected matter (stored in a folder that can be retrieved from Lgal.One)- Can create a sub-folder for each email based email subject and date/time (optional)Notes: There will not be any reading or sending of emails from Lgal.One
2.3 Integration with Outlook Email
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2.3. How to Sync an email from Outlook to Lgal.One 1
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2.3. How to Sync an email from Outlook to Lgal.One 2
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2.3. How to Sync an email from Outlook to Lgal.One 3
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2.3. How to Sync an email from Outlook to Lgal.One 4
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2.3. How to Sync an email from Outlook to Lgal.One 5
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Integrate Matter's Tasks in Lgal.One to Outlook's Tasks
2.4 Integration with Outlook Task
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2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
1
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2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
2
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2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
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2.4 How to sync Matter's Tasks in Lgal.One to Outlook's Tasks
4
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• Cause Paper Registry3
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3. How to Print Cause Paper1
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3. How to Print Cause Paper2
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3. How to Print Cause Paper3
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3. How to Print Cause Paper4
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• Auto-generated letters4
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4. How to generate letters1
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4. How to generate letters2
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4. How to generate letters3
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4. How to generate letters4
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• Reports5
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5.1. Fee Earner Receipt Funds
5.2. Fee Earner Receipt Funds Details
5.3. Matter Status Reports
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5.1. Fee Earner Receipt Funds1
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5.1. Fee Earner Receipt Funds2
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5.2. Fee Earner Receipt Funds Details1
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5.2. Fee Earner Receipt Funds Details2
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5.3. Matter Status Reports1
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5.3. Matter Status Reports2
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• Dashboard6
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6.1. My Dashboard
6.2. My Matter
6.2. My Report
6.3. My Calendar
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6.1. My Dashboard
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6.2. My Matter1
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6.2. My Matter2
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6.3. My Report1
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6.3. My Report2
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6.3. My Report - Management Report3
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6.3. My Report - Fee Earner's Report4
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6.3. My Report - Fee Earner's Report5
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6.3. My Report - Outstanding Disbursement Report6
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6.4. My Calendar
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