Migration Manager User Manual
Topics
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Firm Setup Guide 1
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User Setup Guide 1
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Administrative 11
- Backup Database
- Detect/Fix Missing Directories
- Reset Bank Reconciliation and Bank Statement Locks
- Reset Client Detail Locks
- Reset Filenote Locks
- Reset General Ledger Locks
- Reset Password - Changing/Resetting Passwords & Forgotten Passwords
- Reset User Login Count
- Restore Database
- Restore Filenotes - How to restore a Deleted Filenote
- Settings
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Administrative - Preferences - Program Level 15
- Accounts Preferences - The 'Accounts' preference tab
- Dept Preferences – The 'Dept' preferences tab
- Email Capture Preferences - The 'Email Capture' preference tab
- Emails (SMS) Preferences - The ‘Emails’ preference tab
- File Notes Preferences - The 'File Notes' preference tab
- Matter Preferences - The 'Files' preference tab
- Firm Preferences - The 'Firm' preference tab
- Letters Merge Preferences - The 'Letters' preference tab
- Login Preferences – The ‘Logins’ preference tab
- Miscellaneous Preferences – The ‘Misc’ preference tab
- Open Matter Preferences – The ‘Open File’ preference tab
- Portal Preferences - The 'Portal' preference tab
- Questionnaire Preferences – The 'Questionnaire' preference tab
- Snapshot Preferences – The ‘Snapshot’ preference tab
- Weblead Preferences – The ‘Weblead’ preference tab
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Administrative - Preferences - User Permissions & Preferences 1
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Batch Data Import 1
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Conflict Check 1
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Matter Management 2
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Scan Document 1
Other Resources
Things to do First
- Installation and Setup
- Getting Started Guide
Working with Files
- Creating and Editing Files
- Emails & SMS
- File Notes
- Letters and Documents
- File Management
- Secure Client Portal
- PDF Questionnaires
- Web Questionnaires
- Forms and eLodge
- Reports
- Webleads
Accounting
- Accounts Setup & Settings
- Using Accounts
Admin, FAQ and Support
- File & Help
- Schedules
- Tools
- FAQ
- Support & Updates & Legal