| 1. Master Lists are databases of commonly used information located under the Master List folder in the Site Plan. View screen shot. |
| 2. The first list is the Attorney Master. This list itemizes pertinent information for each attorney, which is then merged onto documents produced for each client assigned to that attorney. View screen shot. |
3. To look for a specific attorney, enter one or more initials of their last name in the Search field and click the Search button. The search results appear below. View screen shot. |
| 4. To view the entire list, click just the Search button. View screen shot. |
| 5. Use the Previous and Next navigation buttons to move through the records. View screen shot. |
| 6. If after searching through the database you do not find the desired attorney, you can add one to the list. |
| 7. First, use the navigation buttons to ensure you are at the end of the Attorney List. View screen shot. |
| 8. Then, click the Add New button. A blank series of fields appears. View screen shot. |
| 9. Fill in the appropriate information. View screen shot. |
| 10. To delete an attorney, place your cursor in one of the fields of the attorney to be deleted and click the Delete button. View screen shot. |
| 11. You will then be prompted for confirmation of your actions. |
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