Law Society of Alberta User Guide Trust Safety Accounting Upload - ESILaw 360 and SFTP Software

Transcription

1 Trust Safety Accounting Upload - ESILaw 360 and SFTP Software Date: June 2017

2 Table of Contents Background... 1 How to use the ESILaw 360 software to send the LSA your files... 1 How to upload files to the Law Society of Alberta... 4 How to reset your password

3 Background ESILaw 360 has a feature in their software to allow Alberta Law Firms to download data files to their computer and then upload the files to the Law Society of Alberta using a secure file transfer site. The Administrator is the only person with the authority to activate and use the feature, and as such, the menu options and functionality described below will only be available to users with admin access. In order to create the files in ESILaw 360, the user needs to be the only person logged into the program. How to use the ESILaw 360 software to send the LSA your files 1. Click the ESILaw icon and log into the software. 2. Select Reports to view all available reporting options. 1

4 a. Select Law Society Audit Export and click the Audit Export Settings tab: Enter/Confirm the following information: Upload location ( Responsible Lawyer s Law Society Member ID (Member ID can be found on the Responsible Lawyer s member card.) THIS MUST BE THE RESPONSIBLE LAWYER S ID NUMBER - DO NOT USE 1234 or 9999 Click the Save button. b. Select Audit Export tab: 2

5 Enter the following data for the Law Firm reporting period: Month (December) Year THE DESIGNATED YEAR END MUST BE ENTERED WITH THE YEAR FOR WHICH YOU ARE REPORTING AND THE MONTH AS DECEMBER For example, if the Law Firm is reporting for the 2016 reporting period, you would select December and Click the Export button. When completed the following message appears. THIS DIALOGUE BOX ADVISES WHERE THE FILES ARE SAVED ON THE COMPUTER (this is set in the export settings tab). PLEASE ENSURE THAT YOU WRITE DOWN THIS PATH TO USE IN THE NEXT SECTION H1OW TO UPLOAD THE FILES. Once the user clicks Upload Law Society Export Files button, a Web browser is launched, and is directed to the Law Society s Secure SFTP website. (as identified from the Export Settings tab) 3

6 How to upload files to the Law Society of Alberta 1. The user will automatically be directed to the secure upload site ( after using EsiLaw to create the report files and clicking Upload Law Society Export Files. 2. The user must first log in using the address and password provided by the LSA. The login and password will be sent separately to the Responsible Lawyer at the participating firm. (Sample below) 3. At the Secure SFTP website login screen enter the username and password. 4

7 4. If this is the first time logging in, the user will be required to change the password. If you have participated in the upload in previous years, this step is not required. Note: the password created must contain at least one capital letter and one number. Please keep the login and password in a safe and accessible place, as it will be required each year to submit the Accounting Upload. 5. After correctly creating a new password the following screen appears. Click OK. 5

8 6. Click on the Send File tab. 7. Click Choose File 6

9 8. The following dialogue box appears and the user must use the path information they copied down earlier to find the files for the upload. THIS IS WHERE YOU ENTER THE FILE PATH YOU NOTED EARLIER. PLEASE SEE PAGE 3 OF THIS DOCUMENT. a. Note: if this action does not work, you can locate the files manually by clicking on My Computer, Local Disk D, and then double click on the lsab folder and within the lsab folder you should find a folder labelled as a month/year. All the reports generated should be stored there. b. If there are many files the date of generation is embedded in the title of the file; e.g. Law_Firm_ID###_AL_MMDDYYYY.csv. Checking the date on the files you intend to submit to the Law Society will help ensure the correct year is provided. 9. The appropriate files should have the Law Firm s name, either AL, BAR, REC, TL and TT, and the file creation date. Select each file and then click Open. 7

10 10. The files to be uploaded will be displayed on the Send File screen. Note that Step 2 on this screen indicates that there will be four csv files, for EsiLaw there will be five report files. 11. Once all the required files are selected the user must click the Send button. The files will upload. Please wait while the files are being uploaded - status bar will indicate the progress. Once the files have been sent the following screen will appear to alert the user that the files have been successfully transferred. You may click the Sign Out button to end your session. 12. Your electronic files will be reviewed by the Law Society of Alberta in due course. Please Note you will need to upgrade your EsiLaw software to the latest version in order to continue to upload annually in lieu of filing the Accountant s Report. 8

11 How to reset your password 1. Password Reset: If users forget their password for the data upload, enter the main screen per Step 3 above, and click on Forgot your Password? Enter your address and then click Submit. You will see the following screen and a temporary password will be sent to the address entered. Click OK. 9

12 Example below: 10