Search results for file manager

332 articles found

  • 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

  • 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

  • 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

  • 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

  • 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

  • 2021-06-30 Release Notes

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

  • SharePoint Integration

    Purpose: Display a list of files, stored in Microsoft SharePoint, that are related to a specific case in LegalServer. A folder is created in SharePoint for each case and those files are available in

  • 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

  • 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 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

  • 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

  • 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

  • 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

  • 2021-09-29 Release Notes

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

  • 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

  • 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

  • Bulk Edit Client Information on Associated Cases

    Purpose: Update Client Information on multiple associated cases at one time. Cost: To be determined. Status: Beta Testing To participate in beta testing, file a ticket (Help menu > Support Request)

  • 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

  • 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).

  • 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

  • 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

  • Data Migration Considerations

    Data Migration General Considerations and Pricing In order to determine the price of data migration, we need to understand the structure of your existing data and the number of fields you want to

  • 2023-10-25 Release Notes

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

  • 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 πŸš€ Everyone is excited about Southeast Louisiana Legal Services going live next week. Changes πŸ”„ Effective on 2023-08-24 for demo sites, then 2023-09-01 for live sites. πŸ”„ 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

  • 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: πŸš€ Baton Rouge Bar Association πŸš€ Central Louisiana Pro Bono Project πŸš€

  • 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

  • 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: πŸ“£ Indiana Coalition Against Domestic Violence πŸ“£ Inland Counties Legal Services πŸ“£ Tubman Changes and Updates πŸ•š Effective for demo sites on 2021-09-23, then

  • 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

  • 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

  • Accounting and Payroll Export Reports

    LegalServer does not directly integrate with external payroll systems. A report can typically be built that allows downloading data from your site to a CSV file that can then be uploaded to a payroll

  • SharePoint Authentication

    App-Only Authentication SharePoint authenticates with sites in two ways. The first is App-Only Authentication. This is a global set of credentials that allows LegalServer to display a list of files

  • 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

  • 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

  • 2018-05-16 Release Notes

    Effective: 05/17/2018 for demo sites, 05/25/2018 for live sites. Legal Services of Northwest Minnesota is live with LegalServer. Voluntary Legal Services Program of Northern California begins

  • 2016-09-14 Release Notes

    Effective: Demo sites 09/15/2016; Weekly sites 09/23/2016; Monthly sites 10/07/2016 Regional Housing Legal Services and the Pennsylvania Utility Law Project prepare to go live with LegalServer on

  • Office Hours

    Office Hours are the chance to ask us questions. No cost, no registration required. See the schedule below, or use this link if the calendar doesn't load on this page. Use this link if you want to

  • SMS - No text received case notes and missing attachments

    If someone sends a text that is nothing but an image (or other file), a case note is created with a body of "No text received", but with the file(s) attached to the note. However, Twilio does not

  • Benefits Hearing Block

    Displays several fields relevant to a benefits claim and a "Save and Add Another" button to allow multiple benefits claims to be recorded. This block is usually placed on a form below the "List

  • 2011 Release Notes

    Changes for December 22, 2011 - December 28, 2011 Effective December 29, 2011 for all demo sites Effective January 6, 2012 for sites updated weekly Effective February 3, 2012 for sites updated

  • Reports - Pending Case Transfers

    If your site has Electronic Case Transfers enabled, you'll have the ability to create reports that utilize the top level table Pending Case Transfers. This includes details about the Case, LPC,

  • 2023-03-15 Release Notes

    News Everyone involved is giddy with anticipation as New Jersey Consortium for Immigrant Children prepares to go live. Changes and Updates Γ°ΕΈβ€β€ž Effective for demo sites on 2023-03-16, then on live

  • SimpleJustice Guided Navigation Library

    Purpose: This is an admin-facing repository to allow upload/download and sharing of Guided Navigation dialogues within a SimpleJustice community. For more information on uploading and downloading

  • 2022-12-07 Release Notes

    News Welcome these nice folks as they begin their onboarding journey of wonder and discovery: 🧭 Alliance for Children's Rights 🧭 South Coastal County Legal Services 🧭 Children's Law Center of

  • Document Templates

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