Docket Ease Notes
Monday, August 18, 2014
11:26 AM
Interesting:
Due Date, adn Reminder Reports
1.)  Deleting Clients or Files
In order to prevent the accidental deletion of clients or files, clients and files cannot be easily deleted once they have been added to DocketEase. If it does become necessary to remove Clients or Files, you should contact DocketEase Technical Support for assistance in this regard.
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Notes
- Invoices are NOT saved in DocketEase so if you wish to keep an electronic copy of the invoice it should be exported to MS Word and saved in an appropriate place. See Exporting Reports to Word or Excel for details in this regard. 
- Invoiced dockets are NOT automatically marked as ‘Invoiced’. Therefore, once an invoice has been finalized and sent to the client, it is necessary to mark the dockets pertaining to the invoice as having been invoiced. See Marking Dockets as Invoiced for details in this regard. 
- Invoices rendered are NOT automatically entered into ‘Invoice and Payment Information’. Therefore, once an invoice has been finalized, it is necessary to enter the invoice information into ‘Invoice and Payment Information’. See ENTERING INVOICE AND PAYMENT INFORMATION for details in this regard. 
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Missing Functions
Does not produce traceable invoice numbers
MANAGING USER ACCOUNTS
In order to access/use DocketEase, a userID and password are required. There are three user access levels built into DocketEase, they are: 
- Administrator: Can access/edit everything (users/passwords, picklists, and data); 
- Editor: Can create new entries (clients, files, dockets, etc.), and can view and edit existing entries; and 
- Viewer: can view all entries, but cannot edit anything. 
Users can only be added, removed, or changed by the DocketEase Administrator. 
To add, change or remove a DocketEase user, click the Manage User Accounts button on the DocketEase Main Menu. 
The MANAGE USERS form will open to show a list of all of the current DocketEase users. 
The following information is required for each DocketEase user: 
- User Login ID – used to log in to DocketEase 
- Password – used to log in to DocketEase; 
- User Access Level – used to determine/limit the extent of the user’s access once logged in to DocketEase; and 
- User’s Name – used to track changes made to DocketEase in the various ‘Updated By’ fields). 
To change existing user information, simply click in the applicable field and edit the information. Keep in mind that: 
- No two Login ID’s can be the same; 
- The User Access Level field is a pick-list field, therefore, click the down-arrow and select an access level from the list 
- The ‘password’ is not really a ‘word’, but rather a string of numbers that represents the ‘word’. It is, therefore, recommended that when setting/resetting passwords they be set to ‘-24145’, which is the keycode for ‘welcome’ and then the user can log in using the password ‘welcome’ and change his/her password to a preferred/private word. 
Other password keycode examples are available, in the event that you prefer not to use ‘welcome’, by clicking the Show Other KeyCode Examples button. 
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