PCLaw/PCLawPro Version 6.6x Training Tips and Tricks

Transcription

1 PCLaw/PCLawPro Version 6.6x Training Tips and Tricks PCLaw Tips and Tricks

2 Matter Manager... 3 Memos... 4 Collection Memos... 4 Summary Tab... 5 Appointments Tab... 5 Calls Tab... 6 Notes Tab... 6 Ledger, Time and All Tabs... 6 Contacts and Related tabs... 7 Billing Info Tab... 7 Other Info Tab... 7 Quick Reference for the matter manager and reports... 7 Filters... 8 Register... 8 Access Register... 8 Trust Bank Entries... 9 Expense Recovery Entries... 9 Bills... 9 Client Ledger Entries Accounts Payable Module (upgrade module Included in PCLawPRO) Matter Appointments The Find Feature Voiding Cheque and NSF Receipts Calendar Introduction Calendar Setup Location Codes Appointment Codes Workstation Settings Overview: Schedule an Appointment Change the Appointment Time Change the Appointment Date Mark an appointment completed Mark an Event Completed Posting Completed Appointments to Time Sheet Creating To-Do s Recurring Entries Linked Dates Continuance Shortcuts Key Strokes Entering Dates Use Calendar Instead of Drop-Down List in Date Control Quantity x Rate Calculators Customization of Quick Step and Buttons Customize Quick Step Background

3 Matter Manager What you will learn: Users that work with PCLaw from a matter perspective will find this tool extremely useful (Lawyers and Support Staff). This tool is designed to remember the matters that you have recently worked with and allows quick access of previously viewed matter. Access: File Matter Manager (or Ctrl-Y) Use the Back button for quick access to previously viewed matters. Click forward to see more recently viewed matters. The New Entries and Reports buttons give access to all functions and reports within the program (without having to return to the quick step menu). Use these buttons to create new appointments or notes The Quick Step can also be access. 3

4 Enter matter number and press the tab key or use the search button to find a matter. To view accounting totals for the related client use the client totals button. Information regarding the matter displays (Matter Information, Balances and memos) Use the buttons at the bottom of the matter manager to Add or Change matters. To print a client summary for the specified matter To close from the matter manager Memos The Case Notes in previous versions have been renamed to Memos in version 6. Memos are use if temporary notes need to be place on a file. For example, if the client informs the lawyer that she or he will be unavailable on Mondays for the month of October, use the memos. These memos will display every time the matter manager is accessed for that matter to all users with security access to the function. Running the List of Client report (Report Client List of Clients) gives the user the option to include these memos. Collection Memos The Collection notes in previous versions of PCLaw have been renamed to Collection Memos in version 6. Use these when doing collections for the firm. These collection memos can display on the report Client Receivables (Report Receivables Receivables by client). They are a useful tool to keep track of the time and date when speaking to clients regarding their outstanding balances. These collection memos will display every time the matter manager collection memos is accessed for that matter to all users with security access to the function. Running the List of Client report (Report Client List of Clients) also gives the user the option to include these Collection Memos. 4

5 Summary Tab The summary tab displays the address and accounting information regarding the client. The address information is displayed in the matter information block shown below. Matter information: In the matter information area of the summary tab, the address, contact numbers and display. If the radio button on the right side is set to Client Addr, then the address being displayed is for the client. Set this to the Billing Addr and the billing address for the matter will display. Use Copy Addr to copy either the billing or client address to the windows clipboard so it can be pasted into a Word Processor. Use Next Appt to display the next appointment for this matter on the appointments tab. Use to create a new message for the client. From the summary tab Drill Downs are available in the balances area. Unbilled items (disbursements, fees and hours), Trust, Accounts Receivables and even interest totals are displayed. NOTE: Rtnr Due button displays the actual retainer requested amount from the matter selections tab. Balances: Click on any of the totals on this screen and the corresponding register will appear. From the register, the entries can be changed. The corresponding report for this summary tab it the client summary (Report Client Summary). NOTE: The Accounting balances on this are accurate as at the Last Entry date. If this date is after the current date, the balances include post-dated entries. Appointments Tab The Appointments tab displays any appointment associated with this matter. These can be entered in from the calendaring system or in the open matter screen (Appointments tab) itself. Displayed entries can be corrected or added and/or printed. The tab can be sorted by any of the header columns, click on them to sort by the field. Click again on the same column to reverse sort the fields. The arrow in the column heading indicates how the entries are being sorted. The corresponding report for this Appointments tab is the Appointment Listing (Report Appointment Listing). 5

6 Calls Tab The Calls Tab displays all phone call messages entered into the Phone Call Manager that are associated with this matter. Use this tab to read, create or add new phone messages that are to be associated with this matter. The tab can be sorted by any of the header columns, click on them to sort by the field. Click again on the same column to reverse sort the fields. Click print at the bottom of this tab to print out a listing of all phone call messages displayed on this tab. Notes Tab The Notes tab will display all notes associated with the matter. A Note is new to version 6. It is essentially an enhanced memo. Use notes when the information needs to be included on the Appointment listing report. Notes are permanent with in the system. Although they can be removed, running an audit trail report will show all removed notes. The tab can be sorted by any of the header columns, click on them to sort by the field. Click again on the same column to reverse sort the fields. The corresponding report for this Notes tab it the Appointment Listing (Report Appointment Listing). Ledger, Time and All Tabs The Ledger and Time tabs display entries found on the client ledger. Correcting, adding and printing can be easily completed from either tab. The corresponding report for the Ledger tab is the Client Ledger (Report Client Ledger). The time tab information can also be obtained from the client ledger or the Time Listing report (Report Productivity Time Listing). The All Tab displays entries not only from the client ledger but from the appointments, notes and calls tab as well. Every entry associated with the matter will be displayed. Again, entries can be corrected, added or displayed from the tab. The tab can be sorted by any of the header columns, click on them to sort by the field. Click again on the same column to reverse sort the fields. 6

7 Contacts and Related tabs The Contacts tab displays all contacts associated with the matters. From the tab, contacts can be added, changed or printed. Contact management becomes simple from this screen as all contacts are displayed. The Related tab displays all associated matters to the client. Any matter with the same client number will display. New matters can be added or existing matters can be changed. The corresponding report for the contact tab is the Contact Listing (Report Contact Listing). For related Matters, run the list of clients (Report Client List of Client) and select the appropriate Client number. Billing Info Tab The Billing Info tab displays information regarding the matter from the open matter window (File Matter Open Matter). Quickly access items that appear within the open matter information widow. Items from the Main tab and the Selections tab are displayed. Clicking on any item within this tab will allow users to change information. Other Info Tab Similar to the billing information tab, the other information tab displays settings within the open matter information windows. Use this to quickly access and change all fields within these tabs. Clicking on print will access the Label function within the program. Quick Reference for the matter manager and reports Tab Report Location Summary Client Summary Reports Client Summary Appointments Appointment Listing Reports Appointment Listing Notes Appointment Listing Reports Appointment Listing Ledger Client Ledger Reports Client Ledger Time Time Summary Reports Productivity Time Listing All Not Available (combination of the above) Not Available (combination of the above) Contacts Contact Listing Reports Contact Listing Related List of Client Reports Client List of Client Billing Info Label File Matter Label Other Info Label File Matter Label 7

8 Filters The filters button appears on certain tabs. This is a powerful tool to help you quickly find the information you are looking for. Use it to remove extraneous entries from the particular tabs you are browsing. For example, within the ledger tab, the filters option allows you to remove all billed items or just display all disbursements. Alternatively, you are able to search by entry number to find a specific entry. What you have learned: You should now be able to use the Matter Manager tool for quick and easy access to accounting and matter information regarding a specific matter. As shown, additions, changes and deletions to client ledgers can be easily preformed from the convenience of this one area. For printed copies of the information from the matter manager, a listing of all the reports has been provided. Register Access Register Quick Step: Various Panels, Menu: Data Entry Toolbar Various Data Entry Screens When to Use To change unbilled entries from various data entry functions. To print reports for various data entry functions. To release and/or mark Hold Entries. To void Cheques and NSF receipts. To quickly search for entries. Time/Fee Entries Select the Time tab. Specify a matter or leave blank to see entries for all matters. Specify a date range. Filters: Select Billed and/or Unbilled, Held or not and specify a working lawyer optional. Highlight an entry and click Change to correct/change or Remove to delete an entry. When an entry is highlighted and Remove or Change is greyed-out, an explanation appears above the button to explain why. Only Unbilled entries can be changed. Load Last to view criteria selection for the last time the register for Time was produced. You can also use Register: Ledger. 8

9 General Bank Entries Select General tab. Specify a Bank Account leave or leave blank to see entries for all accounts. Specify a date range. Filters: Select Receipts or Disbursements or both optional. Highlight an entry and click Change to correct/change or Remove to delete an entry. When an entry is highlighted and Remove/Change is greyed-out, an explanation above the buttons explains why. You can correct/change entries as long as entries are unbilled, unreconciled and in an open month. Load Last to view criteria selection for the last time a Register for General Bank was produced. Trust Bank Entries Select Trust tab. Specify a Bank account or leave blank to see entries for all accounts. Specify a date range. Filters: Select Receipts or Disbursements or both optional. Highlight an entry and click Change to correct or change and Remove to delete an entry. When an entry is highlighted and Remove/Change is greyed-out, an explanation above the buttons explains why. Load Last to view criteria selection for the last time a register for Trust Bank was produced. You can also use Register: Ledger. Expense Recovery Entries Select Expense tab. Specify a matter or leave blank to see entries for all matters. Specify a date range. Filters: Select Billed and/or Unbilled and specify an explanation code optional. Highlight an entry and click Change to correct/change and Remove to delete an entry. When an entry is highlighted and Remove/Change is greyed-out, an explanation above the buttons explains why. You can correct/change entries as long as entries are unbilled and in an open month. Load Last to view criteria selection for the last time a Register for Expense Recovery was produced. You can also use Register: Ledger. Bills Select Invoice Tab. Specify a matter or leave blank to see bills for all matters. Specify a date range. Filters: Specify an invoice number optional. Highlight an entry and click Change to adjust the bill and Remove to undo a bill. When an entry is highlighted and Remove/Change is greyed-out, an explanation above the buttons explains why. You can only Undo or Remove a bill there are no payments against it. 9

10 Client Ledger Entries Select Ledger Tab. You must specify a matter. Specify a date range. Filters: For advanced options optional. Highlight an entry and click Change to correct/change and Remove to delete an entry. When an entry is highlighted and Remove/Change is greyed-out, an explanation above the buttons explains why. This tab displays all entries on the client ledger. Entries from all of the above tabs described can appear. It is a convenient alternative to going into the individual tab for every type of entry. Accounts Payable Module (upgrade module Included in PCLawPRO) Select A/P tab. Specify a vendor. Specify a date range. Filters: To display paid and unpaid, due date optional. Highlight an entry and click Change to correct/change and Remove to delete an entry. When an entry is highlighted and Remove/Change is greyed-out, an explanation above the buttons explains why. Matter Select Matter Tab. Specify a Client This tab displays all matters associated with a client. Select Change to open the matter information screen. Appointments Select Appointments tab. Specify matter if desired. Filters: For advanced options optional. Convert appointments into time entries by highlighting the entry and clicking post time. Highlight an entry and click Change to correct/change and Remove to delete an entry. The Find Feature The find feature in the register allows the user to enter an amount, name, or description into a search field. The system will then search all entries that are displayed within the register function and high light the entry if found. Access: Register function Tool Bar Click the Binoculars to start the search function. Click the Binoculars with the arrow pointing to the right to search next. Click the Binoculars with the arrow pointing to the left to search previous. 10

11 In the find window, enter the amount, the name or the description. Click the Find Next button to begin the search. Hints: Ensure that the proper report is on the screen. If searching for a Cheque, make sure the general bank entries are displayed. Voiding Cheque and NSF Receipts Version 6.x allows easy voiding of Cheques or receipts. With the click of a button within the register, these entries can be voided. The voiding will simply create a negative entry with in the appropriate reports with the same Cheque number and a negative amount. A notation within the explanation will indicate that the entry has is voided. Access: Data Entry Register General Tab To void a Receipt: Access the register. This example will use a general Receipt entry. Click once on the entry that needs to be Void/NSF. Notice on the bottom right hand side a Void/NSF button. Click the Void/NSF button. 11

12 The next window to appear is the Reverse Receive Payment window. The Acct, Rcpt #, From and Amount will be grayed out. The NSF Date must be dated after the last month closed but no later that today s date. Click the NSF Button. Click Yes from the next window The entry has now been marked as NSF. The above is the general bank journal report (Reports-Journals-General Bank) after the void has been created. It displays the original entry and the voided entry. Notice the same Cheque number is used for the reversing entry. For Voided Cheques, use the same procedure as described above. The difference will be the Reverse General Cheques window will appear. 12

13 Calendar Introduction The Calendar is a multi-purpose scheduler that keeps track of appointments, meetings, court appearances, phone calls, notes and other activities. Centrally manage appointments for all of the firm's timekeepers easily by group scheduling appointments. Reminders and reports can be generated at anytime displaying critical dates, uncompleted and/or overdue appointments for any or all timekeepers. All appointments can be linked to matters and converted into billable entries on the client s ledger. What you will learn: How to schedule appointments and To Do s Create daily reminders of up and coming or overdue appointments. Turn completed appointments into time entries on a client ledger Display day, week or monthly views for specific timekeepers Create notes Create templates for a series of linked dates such as appointments associated with real estate transaction Set up recurring events, appointments that occur on a regular basis Mark appointments private Calendar Setup To activate a lawyer, use the Lawyer and Rate window. Select the Use Calendar option for each timekeeper who will be using the calendar. Access: Options Lawyers and Rates. Select the lawyer/timekeeper and click Change. 13

14 Select Use Calendar if not already selected. To change the colour of appointments appearing on the calendar of this lawyer, click Change and choose as required. NOTE: If multiple lawyers are scheduled for an appointment, the colour of the item will remain white. The timekeepers in PCLaw have now been setup to appear on the calendar. Appointments, Reminders and To Do s now can be scheduled for the individual timekeepers. Location Codes Use location codes to indicate where an appointment is to take place. For example, if the appointment is scheduled to take place in the boardroom, the code for the boardroom can be associated with the appointment. Reports can then be run for a particular location to check the availability. Access: Options Location Codes Click Add to enter additional location codes. Nicknames can be up to 4 characters in length alpha-numeric Click change to change an existing code Click print to print a hard copy of the codes. 14

15 Appointment Codes Use appointment codes to specify the type of appointment that is going to take place. For example, if a staff member is going to the courthouse to pay for filing fees to the clerk of court and another staff member is looking for someone to go, the appointment listing report run by this code will display this. Access: Options Appointment Codes Use Add to enter new codes Use change to change existing codes Select Print to print a hard copy of all codes Click Add or Change: The Add/Change appointment code windows appears. Enter or change the nickname upto 4 characters in length Enter the name of the code Enter the default explanation for this code or leave blank Enter the Default Location Code to automatically associate this with a location code To have the program automatically calculate the reminder date, enter a number in the Days Field. Week Days only Select to have the reminder date calculated based on week days only. Click OK to save 15

16 Workstation Settings Access: Options Workstation settings Calendar tab Set defaults for the calendar for viewing or creating items Select Options for lawyers, view, uncompleted To Do and if the calendar should appear automatically upon startup. Change font settings here The calendar can display pop up reminders by selecting the Display Pop Up Reminders and setting the time. Options for displaying a report for appointments on system startup are set here. Overview: Access: File Calendar Use the tool bar to create new appointment, to Do s or notes. Also use this to access Reports, the find feature, printing and the quick step. 16

17 Enter a lawyer to view their appointments or leave blank to see everyone s appointments Cick filter to further filter the entries displayed. Click Refresh to update the calender with any changes Select the time period to display on the calendar. Click on the month or year displayed to change quickly change the dates Click on the Arrows to move one month at a time. Red circle indicates the default system date (usually today s date) Bolded date indicates the date being displayed on the calendar. Use this to display or hide To Do s Also indicated the number of uncompleted To Do s Change calendar views by selecting the tabs. Schedule an Appointment Within the Calendar, appointments are scheduled. These can be associated with the timekeepers and contacts. Once in the calendar, click a time and then drag the duration of the appointment. When you let go, you can complete the details. Or Click New Appt to add a new appointment 17

18 In the Action field enter an explanation for this appointment. Specify a matter to associate it with an appointment or leave blank. Enter a lawyer or click the lawyer(s) button to associate this with more than one lawyer. Specify a contact or contacts if required. Enter an appointment code and location codes (optional) Specify task and rate if desired. Specify a Due Date and/or a Reminder Date. Enter the start time and duration Set priority as required Select Private to make the entry secure for the lawyer Calendar Security enables a user to see the private appointments of others if required. Select Completed if the entry has been completed. For Recurring see page 19 For Linked Dates see page 20 Click OK to save appointment Change the Appointment Time Click the appointment the cursor changes to move. Drag the appointment to a new time. Change the Appointment Date Click the appointment and drag the cursor to the calendar to a new date Change the details Double click the appointment. The change appointment window will appear. Make changes as necessary. 18

19 Mark an appointment completed After creating the appointment, it can be marked as completed. Mark an Event Completed Click the mouse pointer in the column to mark the appointment completed and to edit the details. Posting Completed Appointments to Time Sheet Once an appointment has been scheduled, it can be converted into a time entry on the client s ledger. Once on the client ledger, it can be included on a bill. To post time, double click the entry that is to be posted. The Change Appointment window appears Click Post Time to send the time to the client ledger as a time entry ready for billing. Creating To-Do s To-Do s in the Calendar are similar to appointments. However, these will not show up on the Calendar itself. To Do will show in the To-Do s area under the calendar. To create the To Do, follow the above steps for creating an appointment but ensure that the To Do box has been selected. The To Do area can be customized by right clicking on the column and selecting remove or customize Click on the columns to sort entries Recurring Entries Recurring Entries allow easy entering of appointments on multiple dates. For example, on the first Wednesday of each month at 8:00am there is a partners meeting. Rather then entering each appointment individually, the Recurring Entries function allows one to be entered, and then the same entry repeated for all date required. Create a new appointment as described above (see page 19). In the new appointment window, select the Recurring Button. 19

20 Complete the details for the new appointment, including the action. Once completed, click the Recurring Entries button. The Recurring Events windows will now appear. Leave the Description as is (this defaults from the action area in the new appointment). Select the Item Type (Appointment or To Do) Set start time and duration. Use the Repeats setting to specify the day(s) it is going to occur. Set the Range as required. Click OK to create Click OK again to save the recurring entries. Recurring appointments will be indicated with to circular arrows in the top corner of the appointments. Double click to adjust the appointments Linked Dates A series of dates with a common theme can be linked together in a template. The template created is with the link dates function. Example: There are a series of dates that are associated with a real estate closing. 30 days before the closing, mortgage information need to be check with the bank. 15 before closing, a meeting must occur with the purchaser. 10 days previous to that, a reminder must be generated to contact the client. By creating a template for real-estate closings, the series of appointments can be automatically be entered into the calendar. Create a new appointment as described above (see page 17). In the new appointment window, select the Linked Dates Button. NOTE: LEAVE THE APPOINTMENT SCREEN EMPTY. Enter a name for the template Select Add Item and the Add Linked Item window will appear 20

21 Enter a name Click the date calculation button to adjust the date. It can be set before or after the actual base date. For example, if the closing date it set, then the calendar will subtract 30 days before this date, the Contact Bank appointment will occur. Click OK to save. The Appointments windows appears Enter the information for the appointment being created on the day Click Ok and repeat as necessary Once the template has been created, it can now be used firm wide. Clicking the Recurring Entries Button after linked dates templates have been created gives you the option to use a specific template. Enter the matter, Lawyer, Base Date, times and duration as required. Clicking OK will create all appointments for the matters. The double XX in the top corner indicate that the appointment is part of a link date series. 21

22 Continuance A continuance with the calendaring system will allow users to reschedule delayed appointments. It will create a link between the original and new appointment being created. Click Continuance on an existing appointment and the Continuance window will appear Enter the new date, time and duration for the rescheduled appointment. Enter a reason for continuance Enter the action/description. Click OK to save. What you have learned: You should now know how to schedule appointments and To Do s and create daily reminders of up and coming or overdue appointments. You should now be able to turn completed appointments into time entries on a client ledger. Display day, week or monthly views for specific timekeepers and create templates for a series of linked dates such as appointments associated with real estate transaction. Finally set up recurring events should be easy for you using the recurring functions. 22

23 Shortcuts Key Strokes Keystroke options for some functions within PCLaw are available with the system. The table below shows all available key strokes. When your hands are on the keyboard, it is often easier to access a function using Keystrokes rather than reaching for the mouse and clicking. Use Ctrl + an alpha key to access many of the PCLaw functions: FUNCTION FUNCTION CTRL + A General RetAiner CTRL + O Open Matter CTRL + B Bill CTRL + P Pre-Bill CTRL + C Copy selected text to clipboard CTRL + Q Quick Timer CTRL + D Deposit Slip CTRL + R Receive Payment CTRL + E Expense Recovery CTRL + S Time Sheet CTRL + F Find Window CTRL + T Trust Receipt CTRL + G General-to-General Transfer CTRL + U New Payable CTRL + H General CHeck CTRL + V Insert text from clipboard CTRL + I FIrm Receipt CTRL + W Change/Write Off Bill CTRL + K Trust ChecK CTRL + Y Matter Manager CTRL + L Client Ledger CTRL + Z Trust-to-General Transfer CTRL + M Mortgage Amortization CTRL + F1 Context Sensitive Help CTRL + N New Matter F1 Help SHIFT+ F1 Field Help Entering Dates Enter dates in a date field using one of the following methods: Click the arrow in the date drop down list and select a date from the list. PCLaw will accept dates in the following formats: oct2700, OR 10/27/00 and press the TAB key. The date will change to 10/27/2000 or 27/10/2000 depending on your firm s date format as set in the System Settings - General Tab System. Double-click in any date field to access a calendar. Either click Today or select the correct date. With the cursor in the date field and NUM LOCK turned on, press the - or + key on the Keypad to move the date backward or forward one day at a time. 23

24 Use Calendar Instead of Drop-Down List in Date Control To have PCLaw default to display a calendar instead of a drop-down list of dates: Access: Options Workstation Settings Select the option to use calendar instead of drop-down list in date controls. A calendar will now display instead to the following listing of dates. Quantity x Rate Calculators Use Quantity x Rate to have the ability to enter a quantity for an automatic calculation in a disbursement allocation to a matter for the firm. Define explanation codes as Quantity Calculations with rates for automatic calculations. Use Quantity x Rates To enable this option, go to Options > System Setting on the Data Entry Tab Use Quantity x Rate needs to be selected. 24

25 Edit the Explanation code that requires the Quantity x Rate Entries by highlighting it and clicking on change. The default rate for each explanation code should be filled in. In this case, it will be 0.10 per photocopy. Now enter an expense recovery use one of the codes that have a default rate, as in the diagram below. Once the explanation code is entered when tabbing out of this field the Quantity x Rate calculation screen will appear. At this point, all that needs to be filled in is the quantity as in the diagram below. 25

26 Customization of Quick Step and Buttons Quick Step is an interface, which visually guides you to different categories - Start Up, Time/Fees, Client Costs, Trust, Billing, Client Receipts, End of Month/Year, Accounts Payable, Utilities and Favourites. In fact, Quick Step is actually a Document Window. Quick Step provides an alternative method to access PCLaw/PCLawPro functions. Click the group button (on the left side) to display the functions available in the category. Example - the Time/Fee group button shows the Time Functions and a Reports button. When you click the Reports button, the report list contains all reports that are affected by the Time functions. At the right side of each Quick Step Page is a Help Panel for that page. In addition, when a report name is highlighted in the list from the Reports button or in the drop-down menu list, a brief description of the report is available in here. From the pull down menu, select Options, Quick Step to turn on Quick Step or de-select to turn it off. PCLaw will remember the state of the Quick Step upon exiting. So, if on the workstation the quick step is on when you exit PCLaw, it will be on start the program again. Quick Step ON Quick Step OFF Collect your most commonly used functions on the Favourites page. These functions will be available on the Favourites page at your Workstation. 26

27 Right Click on the page Select Add a button and select the desired function from the menus. To remove a button, right click on the button you wish to remove, and select Delete A Button. On all Quick Step pages, click Defaults to return to PCLaw default settings. All of the separate quickstep panels are customizable. Select the desired group and use the above method to customize it. It is not recommended to customize the Start up panel. This panel will be inaccessible once the first month within PCLaw has been closed. Upgrading from version 5 to version 6 changes the look of the quick step panel but the functionality of the quick step remains the same. Customize Quick Step Background The quick step colours can be customized. The panel also can be changed to include your favourite picture or use one of the default schemes that are included to personalize the program. Right Click in the quick step panel and from the pop-up menu, select Customize The following window appears: 27

28 Below is a definition of all items that appear within the Customize Quick Step screen: Display Help Panel Use this option to hide the Help panel on the right hand side of the quick step screen. Enable Tool Tips Use this option to disable the Pop-up tool tips from the quick step. Scheme Select from the drop down list one of the defaults. Item Use this to select the area to modify. Note: The Buttons on the right side of this screen will vary according the Item Selected. Listed below are some examples. Colour Click the button once to control the colour of the item listed under Item if applicable. Image - Use this to point to a custom picture (JPG or BMP) for this workstation (if applicable). Text Colour - Click the button once to control the colour of the item listed under Item if applicable. Button Style Controls the Transparency of the buttons if applicable. The Quick Step can now be personalized using the above method. Adjust these settings as needed. 28