Tools Page
The Tools page allows you to view information concerning the Suite application, change your password, customize preferences, or request an enhancement.
Information Tab
Contains information concerning the current user and database settings. In addition, the user can change the view profile if multiple view profiles are assigned to the user. If the user has the ability to switch between view profiles, the most restrictive security will be applied.
Change Password Tab
Select this command to change your Suite login password.
After entering the old and new passwords, click Save.
Accrual Notification Tab
Select this tool to customize the e-mail sent when accruals are due and to create the schedule for sending the accrual notifications. See Working with Accruals for more information.
Enhancement Request Tab
If an active Internet connection is present, selecting this tool will take you to a page on the Website to request changes or enhancements to a future version of Suite.
About Tab
Displays Suite version information.
Logs Tab
This tab is included with Suite 8.11.0 Service Pack 2 and can only be accessed by users with Diagnostics Administration security rights. You must be assigned the View Logs security attribute to view log files that do not contain login information, and in addition, you must be assigned the View Security Logs to view log files that contain login information.
Users Tab
This tab is included with Suite 8.10 Service Pack 8 and Suite 8.11 Service Pack 5 and can only be accessed by users with Accounts Administration security rights.
Select this tab to view a list of users and their descriptions, with the ability to filter and search users by User Name, Login Name, Inactive status(T/F), Locked Out status (T/F), Last Login, and Expiration Date. You can view and print summaries or export the list to a CSV file.
Groups Tab
This tab is included with Suite 8.10 Service Pack 8 and Suite 8.11 Service Pack 5 and can only be accessed by users with Accounts Administration security rights.
Select this tab to view a list of groups and their descriptions, with the ability to search groups by description. You can view and print summaries or export the list to a CSV file.
View Profiles Tab
This tab is included with Suite 8.10 Service Pack 8 and Suite 8.11 Service Pack 5 and can only be accessed by users with View Profiles Administration security rights.
Select this tab to view a list of View Profiles and their descriptions, with the ability to search View Profiles by description. You can view and print summaries or export the list to a CSV file.
Type Profiles Tab
This tab is included with Suite 8.10 Service Pack 8 and Suite 8.11 Service Pack 5 and can only be accessed by users with View Profiles Administration security rights.
Select this tab to view a list of Type Profiles and their descriptions, with the ability to search Type Profiles by description. You can view and print summaries or export the list to a CSV file.
Preferences Tab
The Preferences tab in Tools is where you can personalize Suite. All preference settings are tied to your user ID; these settings go with you from computer to computer. Changes that you make here do not affect other users.
Each tab of the eCounsel user interface has different parameters that you can customize.
- Matters
- People
- Entities
- Invoices
- BusinessObjects (premium feature)
- Bridgeway E-mail Link (premium feature)
- Calendar
- Date and Time
Matters Preference Settings
Matter preference settings can be accessed through the Tools page.
Fields
Always open matters with the summary view open – If selected, the Matters Summary page will display when the matter record is first opened.
Number of MRAs to store in the database – Determines the total MRA (Most Recently Accessed) records to display on the Matters List page.
After changing this field, you must open a record in the module list page before the new setting will take effect.
Private Matters Override – If an administrator has granted you access to view private matters, click this checkbox so that private matters will be viewable. Even if you have the security access to view private matters, you will not see the records unless you click on this checkbox.
Default values for new matters (only available with Suite 8.11 SP 9 and later)
Legal Section - When a user creates a new matter, the Legal Section is populated with this value by default.
Matter Type - When a user creates a new matter, the Matter Type is populated with this value by default.
Logical Group - When a user creates a new matter, the Logical Group is populated with this value by default.
Buttons
Save – Click to save changes.
People Preference Settings
People preference settings can be accessed through the Tools page.
Fields
Always open people with the summary view open – If selected, the People Summary page will display when the people record is first opened.
Number of MRAs to store in the database – Determines the total MRA (Most Recently Accessed) records to display on the People List page.
After changing this field, you must open a record in the module list page before the new setting will take effect.
Buttons
Save – Click to save changes.
Entities Preference Settings
Entities preference settings can be accessed through the Tools page.
Fields
Always open entities with the summary view open – If selected, the Entities Summary page will display when the entity record is first opened.
Number of MRAs to store in the database – Determines the total MRA (Most Recently Accessed) records to display on the Entities List page.
After changing this field, you must open a record in the module list page before the new setting will take effect.
Use Entity Short Name in selection screens – If selected, the abbreviated name for the entity will be used when searching for entities using the grid list.
Buttons
Save – Click to save changes.
Invoices Preference Settings
Invoices preference settings can be accessed through the Tools page.
Fields
Always open invoices with the summary view open – If selected, the Invoices Summary page will display when the invoice record is first opened.
Use one-page form when creating new invoices – If selected, invoices can be created from a single dialog box.
Number of MRAs to store in the database – Determines the total MRA (Most Recently Accessed) records to display on the Invoices List page.
After changing this field, you must open a record in the module list page before the new setting will take effect.
Buttons
Save – Click to save changes.
BusinessObjects Settings
Premium feature – A registration key code is required to activate.
BusinessObjects preference settings can be accessed through the Tools page. Select Business Objects to configure a specific BusinessObjects user account from which to execute standard reports.
Fields
BusinessObjects User Name – When using named accounts, the user account to be used to run reports.
BusinessObjects Password – The corresponding password for the above user account.
Buttons
Save – Click to save changes.
Test Login – Click to verify that the BusinessObjects user name and password combination is valid.
Bridgeway E-mail Link Preference Settings
Premium feature – A registration key code is required to activate.
System-wide settings for Bridgeway E-mail Link are configured by a system administrator in Suite Manager. To override these global settings, you can set your own user preferences or select to restore the system default settings.
Fields
Matters filter – The filter used to populate matters in Bridgeway E-mail Link.
Subscribe to Reports – An indication that scheduled BusinessObjects reports will be delivered to your Bridgeway E-mail Link account rather than be sent to your primary e-mail account. Clearing this checkbox indicates that schedule reports should be e-mailed to you.
Restore System Defaults – An indication that you want to revert the current user preferences to the global settings configured in Suite Manager by a system administrator for Bridgeway E-mail Link.
Buttons
Save – Click to save changes.
Calendar Preference Settings
System-wide settings for Microsoft Office integrations are the same for all users and for all records and are performed by the System Administrator using Suite Manager. However, each user must specify his/her e-mail address in order to receive appointments/tasks from eCounsel.
Fields
E-mail Address – The e-mail address of the current user. This setting ensures that appointments and tasks are sent to Microsoft Outlook.
Buttons
Save – Click to save changes.
Date and Time Preference Settings
System-wide settings for date/time display of calendar appointments are the same for all users and for all records and are performed by the System Administrator using Suite Manager. However, users can override the system default to display dates/times for calendar appointments in a user-specified format.
The first time you open the Date and Time settings on the Preferences tab of the Tools page in eCounsel, the system will attempt to set the time zone based on the system-wide settings for Suite (configured by your System Administrator).
Adjust the settings as needed. These settings override the system-wide settings from Suite Manager.
Fields
Time Zone – The time zone to use to display dates/times for calendar appointments. An offset will be calculated and applied if needed to the server time, which is stored in UTC – Universal Coordinated Time (formerly called GMT – Greenwich Mean Time).
Format – User-specified display settings for date/times for calendar appointments.
Date Separator – The character (such as a forward slash) used between date fields.
Day Size – The number of digits (either one or two) to display for the day.
Month Size – The number of digits (either one or two) to display for the month.
Year Size – The number of digits to display for the year.
Order of Date Fields – The order in which the date fields appear.
Hours – The type of clock (either 12-hour or 24-hour) that is used to display time.
Hour Size – The number of digits (either one or two) to display for the hour.
Seconds – An indication of whether seconds are shown or not.
Buttons
Save – Click to save changes.
Rules Engine Administration Settings
For rules within eCounsel, some rules require the installation of configuration or property files that are customized per client and the installation of utility files in the form of JAR files that are specific for the rule. If your system administrator has enabled Rules Administration in Suite Manager System Settings and your user has been granted Rules Engine Administration rights, you can access the Rules Engine Administration tab on the Tools page.
Fields
File – The file to upload. Only configuration or property files and JAR files can be uploaded. If the file already exists in the folder, it will be backed up prior to uploading the new file.
Upload To – Select either Configuration File or JAR File for the respective file upload.
Buttons
Choose File – Click to open a file explorer to select the property or JAR file to upload.
Clear – Click to remove the current folder to which the file will be uploaded.
Continue – Click to upload the file to the selected folder.
Cancel – Click to exit the dialog box without uploading the file.