Search results for file manager

351 articles found

  • Microsoft Office For The Web Integration

    Purpose: Collaboratively edit certain files that are stored in LegalServer. Cost: No additional cost. Your organization's users will need to have access to their own licensed Microsoft Office

  • Add Document with Title Block

    This block allows uploading a file to a case and giving it the configured Title name when used on a form. It will display any uploaded documents when used on a profile. Useful to allow uploading when

  • Document Templates Creating And Editing

    Document templates allow users to generate documents that automatically insert information from a case — such as the client's name, legal problem code, primary advocate, and so on. Templates have

  • CSR Eligibility

    LegalServer provides several tools to help LSC-funded agencies determine which cases should be reported on Case Service Reports according to the CSR Handbook. As with any regulatory requirement, it

  • 2019-04-10 Release Notes

    Effective: 2019-04-11 for demo sites, 2019-04-19 for live sites. RiseBoro Community Partnership prepares to go live. 88249: Allow uploading a footer image for online intakes. Links to images inserted

  • SharePoint Settings

    LegalServer has introduced a new SharePoint Settings page to allow Administrators to manage their own Entra ID Apps, Certificates, and other settings. This can be found at Admin -> SharePoint

  • Uploading your Data

    Before uploading your data, your team will zip a full copy of your current database and upload it. Please provide a full copy, and we will decide together during our dedicated data calls what to

  • 2016-11-09 Release Notes

    Effective: Demo sites 11/10/2016; Weekly sites 11/18/2016; Monthly sites 12/02/2016 Legal Aid of Southeastern PA is live with LegalServer on 11/7/2016. Centro Hispano Low Income Taxpayer Clinic and

  • 2019-11-27 Release Notes

    Effective: 2019-11-28 for demo sites, 2019-12-06 for live sites. 87559: The Activity field is now properly marked as a required field if you choose to create an Activity record when generating an

  • SharePoint Frequently Asked Questions

    Can we prevent staff from uploading files to the LegalServer document store and force everything to SharePoint? The short answer is: No. There are still several places within LegalServer that don't

  • Document Dashboard

    The Document Dashboard (Admin > Document Dashboard) displays the number of files stored in LegalServer's file storage, the size of the files, breakdowns by type, and much more. Distribution by Size

  • HotDocs Templates

    This page covers uploading a template and mapping the fields. See Hotdocs Site Setup for displaying and using templates. Setting up a New Template Someone at the client agency must upload a template

  • Automated Intake Mode

    Allows you to upload a file, such as a paper intake form, extract information from it, and populate data fields in LegalServer. Supports scans of typed and handwritten documents. Cost and

  • 2018-01-03 Release Notes

    Effective: Demo sites 01/04/2018; Weekly sites 01/12/2018; Monthly sites 02/02/2018 80249: Initial beta testing of the ability to add a link to an external file (think GDrive, Onedrive, etc.) instead

  • 2021-06-30 Release Notes

    News Clackamas Women's Services is excited to go live next week. July 1 - Canada Day (Fête du Canada) July 4 - Independence Day (US) July 5 - Tynwald Day (Isle of Man) Changes and Updates These

  • Add Document Block

    Allows a file to be uploaded to a case and optionally a Title for the file entered. Similar to the Add Document with Title block. This block does not save to SharePoint, Dropbox, or Google Drive,

  • Google Workspace SSO (Single Sign On)

    Purpose: Provide single sign on for LegalServer users whose email address matches a Google Workspace address. Instead of entering a username and password in LS, users can click an SSO link to login

  • Creating New Reports

    The four ways to create a new report: "Add New Report" link on the main Reports page Using the "Save Report" button when running a report (not in edit mode) Using the "Save As" link in edit mode

  • SharePoint Projects

    SharePoint Project Documents The SharePoint Project feature creates a SharePoint folder for a Project and lets staff view and work with documents in that folder from LegalServer. Before You Begin

  • XML Data Download Block

    This block displays a clickable link, "Download the Case/Matter XML Data by clicking here". The link that downloads most of the data on a case into an XML file. See the file at the bottom of this

  • What to know about Data Migration

    If you are thinking about migrating data into LegalServer, please checkout our article on Data Considerations on our help site. If you decide to migrate data as part of your onboarding process this

  • Google Shared Drive Integration

    Purpose: Display and interact with a list of files on a case that are in the agency's specified Google Shared Drive (formerly Team Drive). There are two versions of this integration. Google Search

  • SharePoint Integration

    Purpose: LegalServer can create and locate folders in connected SharePoint document libraries, display their contents on Matters and other supported records, and send supported documents to those

  • SharePoint Folder Moving

    Can you move a Case's SharePoint Folder? Yes. You can move the folder from the root directory in one Library to the root directory in another library. However, you have to update the SharePoint Site

  • SharePoint Outreaches

    SharePoint Outreach Documents The SharePoint Outreach feature creates a SharePoint folder for an Outreach and lets staff view and work with documents in that folder from LegalServer. Before You Begin

  • 2016-02-03 Release Notes

    Changes for January 28, 2016 - February 3, 2016 Effective: Demo 02/04/2016; Weekly 02/12/2016; Monthly 03/04/2016 62477: Scheduled reports now send the expected ".csv" file (instead of an empty .xls

  • Data Migration Considerations

    This article is applicable to migrating data into a new LegalServer site as well importing data into an existing site. Data Migration General Considerations and Pricing Steps to Getting a Quote on

  • 2021-09-29 Release Notes

    News Excited to go live next week are the nice folks at 📣 Empire Justice Center 📣 Welcome the nice folks at these organizations as they start onboarding: 🥂 Community Legal Services (Arizona) 🥂

  • 2021-06-09 Release Notes

    News Changes and Updates Unless otherwise noted, you will see these changes on demo sites on 2021-06-10, then on live sites on 2021-06-18. LS-62785: The Referring Organizations field's search and

  • 2017-11-01 Release Notes

    Effective: Demo sites 11/02/2017; Weekly sites 11/10/2017; Monthly sites 12/01/2017 Community Legal Services and Counseling Center is live with LegalServer on 10/31/2017 (All treats, no tricks).

  • CSR Eligibility Information Block

    This block provides a means of setting the CSR Eligible field for a case based on a case's LSC Eligible field and the responses to four questions. Useful for LSC-funded agencies to help classify

  • Viewing Your LegalServer Calendar Events in Another Application

    Users can pull their LegalServer calendar events into any other calendar program that understands the iCalendar format. We have reports that this feature is not working in Microsoft Outlook unless

  • 2023-10-25 Release Notes

    News 🚀 Are we excited that Advocates for Basic Legal Equality is going live next week? We are. Everyone is. 🚀 Equally that Legal Aid of Western Ohio is also going live next week? Oh my, yes. 🎷 74

  • 2017-05-03 Release Notes

    Effective: Demo sites 05/04/2016; Weekly sites 05/12/2017; Monthly sites 06/02/2017 Rocky Mountain Children's Law Center is live on 5/1/2017. 75322: Reports have a new option to export the data table

  • 2020-05-06 Release Notes

    News Next week's Tuesday Training will be "COVID-19 Data Collection". Your hosts will be Jeff Hogue and Leah Brach, and hopefully many of your siteadmin colleagues discussing how they are collecting

  • Electronic Payment Options for your LegalServer Account

    To expedite application of payments to your account and avoid lost or delayed mail, we request electronic payments. Here are several options: Automatic Payments - You may securely provide either your

  • 2023-08-23 Release Notes

    News 🚀 Everyone is excited about Southeast Louisiana Legal Services going live next week. Changes 🔄 Effective on 2023-08-24 for demo sites, then 2023-09-01 for live sites. 🔄 API Mavens should

  • 2023-01-04 Release Notes

    News A new year and a new cohort. Call any friends or colleagues you have at these organizations and welcome them as they begin their onboarding journey of discovery and wonder: Austin Bar Foundation

  • 2024-05-22 Release Notes

    News Contra Costa Senior Legal Services went live on Monday. Cake and punch were served. A grand time was had by all. Most LegalServer staff have a day off this coming Monday (that's Memorial Day for

  • Multiple Language Support

    Purpose: Allows presenting an online intake or external forms in languages other than English. LegalServer has limited, built-in translations of some system text. Site administrators will need to

  • 2023-07-26 Release Notes

    News Excitement levels are higher than the global average temperature as the following sites prepare to go live next week: 🚀 Baton Rouge Bar Association 🚀 Central Louisiana Pro Bono Project 🚀

  • 2018-01-31 Release Notes

    Effective: Demo sites 02/01/2018; Live sites 02/09/2018 Asian Americans Advancing Justice - Los Angeles begins the onboarding process. National Women's Law Center is live with LegalServer on

  • 2021-03-17 Release Notes

    News Quality Trust for Individuals with Disabilities is excited to go live next week. Changes and Updates Unless otherwise noted, you will see these changes on demo sites on 2021-03-18, then on live

  • 2021-09-22 Release Notes

    News Excited to go live next week are: 📣 Indiana Coalition Against Domestic Violence 📣 Inland Counties Legal Services 📣 Tubman Changes and Updates 🕚 Effective for demo sites on 2021-09-23, then

  • 2021-03-31 Release Notes

    News Villanova University Charles Widger School of Law (located in the scenic Welsh Tract of southeastern PA) is excited to go live next week. Welcome these organizations as they begin their

  • Anonymizing Demo Site Data

    Demo sites can contain real client data, whether entered by staff with access to the demo site, or if a demo site has been copied from a live site. You can have some of the more sensitive data on a

  • 2018-10-03 Release Notes

    Effective: 2018-10-04 for demo sites, 2018-10-12 for live sites. 85420: Fix an error closing a case if an outcome/goal was set inactive when setting the initial Goals on a case. 84767: Sites serving

  • New Calendar Interface

    We are working on a new calendar interface. Admin > Calendar Settings > Enable New Calendar. The new interface works in LS4 and LS5. Known Issues Found something you think should be here? Don't be

  • Accounting and Payroll Export Reports

    While LegalServer can integrate directly with a modern external accounting and/or payroll system that has API connectivity, producing a report from LegalServer is typically less expensive. Simply

  • Documents & Folders Block

    This block is designed to be used on intake forms if a means of uploading documents during an intake is desired. Displays the document folder structure for the matter and provides the fields and