PRODUCT BULLETIN: Tips and Information Relevant to Amicus Small Firm 2016

Transcription

1 PRODUCT BULLETIN: Tips and Information Relevant to Amicus Small Firm 2016 May 2016 Installation 2 Files 2 Calendar 2 Time 3 Communications 3 Library 3 Reports 3 Document Management 3 Document Assembly 4 Secondary Office 4 Amicus Tasks Toolbar 5 Miscellaneous 5 PaperPort Link 6 Outlook Contacts & Calendar Link 6 Accounting 7 Amicus Small Firm Accounting Integration 7 PCLaw Link 7 QuickBooks Link 8 Tabs3 Link 8 Timeslips Link 8 Amicus TimeTracker 8 Amicus Small Firm 2016: Product Bulletin 2016 Gavel & Gown Software Inc. 1

2 Installation At the end of an Amicus Attorney Workstation upgrade, a Program Compatibility Assistant error message might appear. This occurs only in Windows 7, where UAC is enabled and Amicus Administrator is installed. Simply choose the "This program installed correctly" option to close the message Upgrading from Small Firm Classic or 2014 might not remove the old Amicus Administrator and Amicus Attorney icons from the desktop immediately. Right-click on the desktop and choose Refresh International installations in time zones east of Greenwich UTC might experience an error at the point of the firm information step during install. Please contact Technical Support If running under Windows Server 2008 (or later) or SBS 2008 (or later), Amicus might not be accessible after installation. TIP: Set security properties of the \AMICUS\AMICUS ATTORNEY SMALL FIRM yyyy folder (and subfolders) to grant all users of the computer Full Control (where yyyy is 2016, 2014, or CLASSIC) After installing an Amicus Workstation, including adding a new Team Member, the Team Member might not be able to log back in after logging out. TIP: Rebuild the Admin database, add the new Team Member from Amicus Administrator, and then uninstall and reinstall the Workstation (this time simply selecting the already added Team Member) Uninstalling Amicus Attorney Small Firm Edition from a computer where other Amicus products are installed might remove the folders and shortcuts for those products from the Windows Start menu. TIP: Recreate these folders and shortcuts in the Windows Start menu If Amicus Administrator or Amicus Attorney is installed, uninstalled, and then reinstalled to a different location or for a different user, under Windows with User Access Control (UAC) enabled, that Amicus application will not open more than once. TIP: Copy the file AMICUSATT13.INI from C:\Windows to C:\Users\Username\AppData\Local\VirtualStore\Windows, where Username represents the User Name of the user currently logged in to Windows, replacing the previous copy of the file there If one Team Member is installed and added at the same time as another, both Team Members might be assigned the same User ID. Files TIP: Uninstall and reinstall one of the Team Members To remove Files from your Favorites, select them in the My Favorite Files list on a Dashboard Page in the Dailies module, right-click, and choose Remove from Favorites Calendar An Appointment deleted by an assigned Team Member while Offline in Amicus will not be deleted in Amicus when they go back Online. (And, if Outlook Synchronization is enabled, the Appointment will be deleted in their Outlook, but not in Outlook for other assigned Team Members.) TIP: Delete Appointments only while Online If Amicus has not been used by any Team Members for one or more days prior to its being upgraded to the current version, To Do s are not brought forward in the Calendar on the day of upgrade (because the Daily Checks process has not yet run). However, Daily Checks will run automatically the day after upgrade. Amicus Attorney Small Firm 2016: Product Bulletin 2016 Gavel & Gown Software Inc. 2

3 Time When a Time Entry is created on an unsaved , the Time Entry icon does not disappear from that in lists. TIP: Save the in order to track whether a Time Entry is done. Communications In an sent from a Phone Message, the phone number s area code might not appear. Library TIP: Set the Contact to include the area code when dialing. p1237 p1235 When opening existing Research Queries or creating new Research Queries from a File Brad (Research > My Saved Queries or All Saved Queries), no Saved Queries are listed in the Saved Query Index in the Control Panel of the Research Query view. TIP: You can refresh the view and show your list of Saved Queries by selecting any one of the options from the Show Queries drop-down list. The order of Library items that Team Members have added might appear to sporadically switch positions in a Section, Shelf, or Book (parent location). This can occur if two or more Team Members added content to the same parent location and at least one Team Member did so while offline. For example, while Team Member A is offline and adds an item in a parent location, Team Member B adds an item in the same parent location, and then Team Member A goes back online and his or her data is merged with the Team Database. TIP: If Shelves, Books, or Pages are added to Firm Materials while a Librarian is working offline or in her Secondary Office, then when that Librarian goes back online or she unpacks her briefcase in her Primary Office, the Administrator should run a Scan Database. (From Amicus Administrator, select Database > Utilities > Scan Database.) Reports Reports might not export to PDF. This issue appeared due to a Windows update issued in November Microsoft has issued a subsequent update that resolves this issue, available at When generating the Contacts > Contacts Summary - Selected File Party Type" and "Contacts Index - Selected File Party Type reports, a drop-down list of Party Types is not provided. TIP: Manually enter the desired Party Type in the edit box, ensuring that it exactly matches the drop-down value To export a report, select a Report to run, click Preview, and then click the Export button in the toolbar at the top of the Preview window. Choose Rich Text Format or Excel 8.0 (XLS) and set the Destination to Disk file. Afterward, you may open the file by choosing Open from the Files menu in Word or Excel and then browsing to the file In some circumstances, the Export option that is available when generating a report causes a missing or outof-date export DLL message. TIP: Preview the report and then export it from the preview screen. Document Management When sending Documents as attachments, the might open in Plain Text format with the attachments not indicated. This could occur at a Microsoft Office 2016 Click-to-Run installation that has at least the December 11, 2015 update (version ) installed. Microsoft has issued a newer update that resolves this issue, available at Amicus Attorney Small Firm 2016: Product Bulletin 2016 Gavel & Gown Software Inc. 3

4 Document Assembly When creating a Word-HotDocs template, clicking the Variable icon on the toolbar might cause a "property for this component file" compatibility message to appear. Simply click OK and continue When generating a Word-HotDocs 11.2 or WordPerfect-HotDocs 11.2 document, Amicus Workstation might terminate unexpectedly. TIP: Start HotDocs first, before generating the document If you install or upgrade Word after installing Amicus Workstation, then you'll need to browse to WINWORD.EXE when setting your path for Document Assembly (from Setup > Document > Document Assembly). Browsing is also necessary if Word 2016 or later is present before you install Amicus Workstation. TIP: The path for Word 2016 is C:\Program Files (x86)\microsoft Office\root\Office At a Workstation where Amicus Premium Edition and its Merge Toolbar for Word have been installed, Small Firm Document Assembly for Word might fail. TIP: To enable Document Assembly in Small Firm only, in Windows Explorer go to %appdata% and then \Microsoft\Word\STARTUP, and delete the following files: AMICUS.dot, Amicus7.dot Attempting to create or edit a Master Document template after installing Amicus Attorney Workstation might cause the application to terminate unexpectedly. This is because a UNC path (including the Server computer name) is set by default. TIP: Edit AMICUSATT13.INI in each of the following two folders: C:\WINDOWS and C:\User\Username\AppData\Local\VirtualStore\Windows where Username represents the User Name of the user currently logged in to Windows. In the AMICUSATT13.INI files, change the ServerAmicusPath item value to match the drive mapping path to the location of the Team folder on the Server (for example, K:\AMICUS ATTORNEY SMALL FIRM yyyy TEAM where K: is your mapped drive) When Previewing a HotDocs WordPerfect sample Master Document, some hidden text might be revealed (e.g. 1FullName). This text does not affect the assembled document output. TIP: If desired, edit each of these Master Documents to remove the hidden text Document assembly using HotDocs with WordPerfect does not work if WordPerfect is installed or updated after Amicus Attorney is installed. TIP: Reinstall Amicus Attorney at the workstation. Secondary Office p1285 When you open your Primary Office, the Daily Checks run before unpacking your Briefcase, and duplicate To Do s might be created if you unpack your Briefcase in your Primary Office on a date after the date when you originally packed the Briefcase to transport your data to your Secondary Office. As part of the Daily Check process, any To Do's that are not marked as "Done" are moved forward to whatever day is the present day (e.g., your Monday To Do's will be moved to Tuesday if you have not marked them as "Done"). When you unpack your Briefcase in the Primary Office, the To Do you marked as "Done" in your Secondary Office remains on the original day (e.g., Monday) whereas that same To Do which was not marked as "Done" in the Primary Office has been moved forward by the Daily Checks to the present day (e.g., to Tuesday). When the data is merged, these To Do's are not recognized as being the same To Do, they are not merged, and this results in the appearance of the "duplicate" To Do. TIP: Manually delete the To Do that is not recurring and is not marked "Done". Amicus Attorney Small Firm 2016: Product Bulletin 2016 Gavel & Gown Software Inc. 4

5 Amicus Tasks Toolbar 24034a 24034b When the Add To Library button is clicked on the Amicus Tasks Toolbar in Word, and Amicus is already running, the Amicus Select dialog opens hidden behind the other windows. TIP: Use the Windows Taskbar to bring the dialog to the front. When the Add To Library, Add To File, or Send By button is clicked on the Amicus Tasks Toolbar in Adobe Acrobat or Reader, the Amicus Select or New dialog might not open, or might open hidden behind the other windows. TIP: Ensure that Amicus Attorney is running before you click the button, or simply click the button a second time. If the Amicus dialog opens hidden behind the other windows, use the Windows Taskbar to bring it to the front. Miscellaneous The first time you attempt to log in to Amicus when Amicus Administrator (or AmicusServer Service) is not running, login might fail rather than opening Amicus in Offline mode. TIP: Log in a second time In the event of a conflict resulting from a Contact change made while you are Offline, two unresponsive dialogs might appear when you go back Online. TIP: Set the focus on the Conflict dialog and press TAB If Amicus Administrator is on a computer Windows with User Access Control (UAC) enabled, the Scan Database utility might fail to run. TIP: Before running the Scan Database utility (in Amicus Administrator, from Database > Utilities), turn off Windows User Access Control (from Windows Control Panel > User Accounts) and restart the computer. After running the utility, you may turn UAC back on Documents found via Search Documents after installing Amicus Attorney Workstation, cannot be opened and, when you are adding a document to Amicus, the browse does not find any documents. TIP: In Amicus Attorney, go to File > Setup > Document > Shared Documents and specify the appropriate drive mapping The prompt to update your copy of Amicus Attorney might appear whenever you attempt to log in to Amicus, and you will not be able to run Amicus. TIP: Disable the automatic check for updates. To do this, right-click on the Amicus Attorney icon on the Desktop, choose Properties, click the Target tab, and change the program name from aasfechk.exe to AmicusAttSFE.EXE. Whenever Amicus Administrator is updated, the Team Administrator will need to ensure that all workstations get updated accordingly When pressing the TAB key or ALT key within the Time Entry or Phone Call details dialogs, the fields inside the dialog might disappear and only the background color of the dialog is shown. TIP: Perform the following procedure in your Windows Display settings: 1. From your Control Panel, open Ease of Access Center 2. Open Make the keyboard easier to use. 3. Under the Make it easier to use keyboard shortcuts heading, select the "Underline keyboard shortcuts and access keys" option and click OK. Amicus Attorney Small Firm 2016: Product Bulletin 2016 Gavel & Gown Software Inc. 5

6 PaperPort Link If you install or upgrade Nuance PaperPort at a computer where Amicus Attorney is already installed, it might be necessary to reinstall Amicus and update the workstation. Nuance PaperPort 14.5 with Patch 1 is required for Windows 10 compatibility. Please refer to the Nuance website for details. The PaperPort integration supports image type documents, but not documents previously saved as text. Outlook Contacts & Calendar Link When using a POP account with Outlook 2010 or higher, s are not being automatically sent or received. This is a common complaint by Microsoft Office users and might be attributed to one of many causes. TIP: Start Outlook before Amicus, and ensure that Outlook is set to Send/Receive periodically Amicus might freeze on each Outlook synchronization polling interval at your Workstation. TIP: This is likely due to an incomplete initialization or reinitialization, in which a Runtime Error 5 appeared and a CCAutomation error shows in the AMICUSATT13.LOG. We recommend that you avoid initializing at the same time as other Team Members, and refrain from synchronizing with a mobile device during this process. Complete the initialization as follows: 1. Exit your Amicus and Outlook. 2. Log back into Amicus. Initialization will resume automatically from where it stopped previously. 3. If another Runtime Error 5 occurs and a CCAutomation error shows in the AMICUSATT13.LOG again, repeat until initialization completes If duplicate Contacts exist in Amicus and Outlook, additional duplicates appear upon each re synchronization. TIP: Delete the duplicate Contacts from both Amicus and Outlook Contacts, Tasks, and Appointments imported into Outlook via PST file (Outlook Personal Storage Table data file) might not synchronize to Amicus. This is because the original modified date on those records is kept and those dates might be outside the range of your synchronization. It s recommended that you import into Outlook using another format (such as CSV) if possible. TIP: Re-synchronize in the Amicus Office module, choose OFFICE > Re-synchronize with Outlook If re-synchronizing with Outlook, and there are records in Outlook, a Runtime Error 5 error might occur during the processing. It s recommended that you clear your Outlook data before re-synchronizing, if possible. TIP: Close the error message and, from Windows Task Manager, end the Amicus Attorney task. Then log back in to Amicus. The re-synchronization will resume automatically A progress bar might not be displayed when Outlook and Amicus are busy when processing a large number of records during a regular polling interval exchange. TIP: The longer your Polling Interval, the greater the likelihood of there being a large number of records to process. You may customize the Interval to suit your needs. See your Amicus documentation for full details If you edit another user s Appointment from the Outlook Shared Calendar within a half minute of its last exchange with Amicus or deletion, those new changes will be lost in both Outlook and Amicus. TIP: We recommend that deletions and edits of another Team Member s Appointments be done in Amicus. Amicus Attorney Small Firm 2016: Product Bulletin 2016 Gavel & Gown Software Inc. 6

7 22632 A Could not initialize Security Manager object error might appear in the Amicus Outlook Log upon each synchronization. TIP: Provided that the Outlook security message dialog is not appearing on your screen during synchronization, you can simply ignore this error. If this dialog does appear regularly, this may indicate that a DLL is not registered, in which case you should call Technical Support for assistance If you move a large number of Contacts, Tasks, or Appointments in Outlook from one folder to another at one time, the records might not be synchronized to Amicus. Similarly, if you delete a large number of items at one time in Outlook, those deletions might not synchronize to Amicus (even if in Amicus you choose OFFICE > Process Deletions from Outlook). Microsoft has identified this issue as a problem in Outlook. TIP: Before moving a large number of Contacts, Tasks, or Appointments, shut down Amicus Attorney. Then restart Amicus afterward Rescheduling a Dependent Linked Event in Outlook will, upon exchange, break the Link in Amicus. That is, the Event is rescheduled accordingly in Amicus and the Link rule (e.g. 5 days after Master Event) is ignored. Accounting TIP: Rescheduling of Dependent Linked Events should be done through Amicus The Accounting Integration Consistency Checker utility fails if Amicus Attorney is not installed at the computer running Amicus Administrator. The failure error states that the Paths section in AMICUSATT13.INI could not be found. (If integrating with Amicus Accounting, this utility is run automatically as a pre-initialization check process.) TIP: Install Amicus Attorney at the computer running Amicus Administrator. Amicus Small Firm Accounting Integration If Amicus Attorney is not already running while you add or edit a Client Matter in Amicus Small Firm Accounting, it might not be exchanged to Amicus Attorney. TIP: Make a subsequent change to the Client Matter in Amicus Small Firm Accounting while Amicus Attorney is running at your workstation In the Integration wizard, a missing AMICUSATT13.INI error occurs during pre-initialization checks if Amicus Workstation is not installed on the Amicus Server. TIP: Install Amicus Workstation on the Amicus Server b If the Amicus Attorney Team Administrator has not prefixed the Attorney Rate Label Contingency with a digit, then when a new Amicus Small Firm Accounting Client Matter is assigned the C Billing Rate, the new File created in Amicus Attorney will have the Contingency Billing Rate assigned. TIP: In Amicus Administrator, go to Configure > Time Sheets > Billing Rates and prefix the Attorney Rate Label Contingency with a Z (e.g., Z-Contingency ) If you add or edit a Client Matter in Amicus Small Firm Accounting when Amicus Attorney is not running, Amicus Attorney is automatically launched but that first Client Matter is not exchanged. PCLaw Link TIP: In Amicus Small Firm Accounting, save the Client Matter again When using the Amicus Attorney-PCLaw Link, PCLaw creates temporary files (~PL*.tmp) which are not automatically deleted. TIP: To avoid excess use of disk space, start PCLaw occasionally on the Server. Upon startup, PCLaw automatically deletes temporary files older than 7 days. Amicus Attorney Small Firm 2016: Product Bulletin 2016 Gavel & Gown Software Inc. 7

8 QuickBooks Link v1193 v1108 During an Exchange with QuickBooks, the following error message might occur: "There was an error when converting the date value ' ' (or some such date) in the field [FromModifiedDate]". TIP: Close Amicus Administrator and then delete the line "SynchroDate= " (the same date as above) from the [QBPROLINK] section of the AMICUSADM13.INI file. When you create a 'New File for an existing Client', the Client field in the New File dialog defaults to the existing Client. If the Client is an Individual, the Full Client Name in the new File may be formatted differently than in the existing File -- e.g. "John Smith" instead of "Smith, John", which will cause an error message upon exchange. Note that if you select a different Client in the New File dialog before clicking OK to save the new File, the same problem occurs. TIP: Create the new job for an existing Client in QuickBooks, instead of in Amicus Attorney. Tabs3 Link 4598 If the Tabs3 Link is configured to use Client ID only, Amicus Attorney might reject the posting of a Time Entry that has a Client ID but no Matter ID. Timeslips Link TIP: Exit from Amicus Attorney. In Amicus Administrator, go through the Tabs3 Link configuration dialogs (without making any changes). Log back into Amicus Attorney If using Timeslips (in a Version in which the maximum length of Nickname 2 field was increased to 30 characters), exchanging a Client to Amicus and then back to Timeslips will truncate the Nickname 2 field to 15 characters in Timeslips. Amicus TimeTracker If using a Samsung Galaxy S2 phone running Android 4.0.3: After editing the description, you cannot go upward on the screen. TIP: Swipe to the very bottom of the screen first, before swiping upward. Gavel & Gown Software Inc. Phone: info@amicusattorney.com Copyright 2016 Gavel & Gown Software Inc. All rights reserved. AMICUS and AMICUS ATTORNEY are registered trademarks, AMICUS ANYWHERE, AMICUS PREMIUM BILLING, AMICUS BILLING, AMICUS SMALL FIRM, and AMICUS TIMETRACKER are trademarks of Gavel & Gown Software Inc. All other trademarks referenced are the property of their respective owner. Gavel & Gown Software Inc. disclaims any proprietary interest in trademarks other than its own. Amicus Attorney Small Firm 2016: Product Bulletin 2016 Gavel & Gown Software Inc. 8