PRODUCT BULLETIN: Tips and Information Relevant To Amicus Premium 2013 SP1

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1 PRODUCT BULLETIN: Tips and Information Relevant To Amicus Premium 2013 SP1 Last Updated: October 16, 2015 Contents FOR ISSUES RESOLVED BY 2013 SP1: See the Update Release Notes for Amicus Premium 2013 Service Pack 1, available from the Technical Resource Guides page on our website. Amicus Attorney... 2 Windows 8, 7, and Vista... 2 Dailies... 2 Files... 2 People... 3 Calendar... 3 Time... 3 Communications Integration... 3 Library... 4 Document Assembly and Merge... 4 Document Management... 4 Custom Pages & Records... 5 Offline... 5 Reports... 5 Amicus Tasks Toolbar and Smart Tags... 6 Miscellaneous... 6 Outlook Contacts & Calendar Link... 7 Accounting PCLaw Link... 7 Accounting Timeslips Link... 7 Amicus Attorney Issues for Amicus Administrators Only... 8 Firm Settings & Customization... 8 User Management... 8 Import... 8 Other Administration... 9 Amicus Premium Billing Preferences Amicus Tasks Toolbar and Smart Tags Trust Administration Amicus Anywhere & Amicus TimeTracker ios Login/Logout Time Amicus Premium 2013 SP1 Product Bulletin 2015 Gavel & Gown Software Inc. 1

2 Amicus Attorney Windows 8, 7, and Vista 22047/22048/22103 If the Workstation runs a 64-bit edition of Windows Vista or later, then after installing the Amicus Tasks Toolbar (you must temporarily Run as Administrator to perform this task) the Outlook view of the Communications module might be unavailable and the - Basic dialog in Preferences might take a long time to display. SOLUTION: After installing the Amicus Tasks Toolbar, exit Amicus Attorney and log back in (without running as Administrator.) If your firm uses the Microsoft Indexing Service to facilitate full-text Document Searches in Amicus, those searches might ignore Word, Excel, and PowerPoint documents that are in an Office 2007 or later file format (.DOCX,.DOCM,.XLSX,.PPTX, etc.) SOLUTION: At the Amicus Application Server, install the appropriate ifilter Pack for the Windows Indexing Service, available from the Microsoft website: For Microsoft Office 2007, download from CAC34F4227CC&displaylang=en#filelist For Microsoft Office 2010, download from d3e e-aba93459fbee&displaylang=en At a Workstation running Windows with User Access Control (UAC) enabled, a user logged in with Windows Power User Group rights cannot install or use the Amicus Tasks Toolbar in WordPerfect. SOLUTION: Log in at the workstation as a user with Windows Administrators Group rights. This is necessary both for installation and use of this feature in WordPerfect At a Workstation running Word 2003 under Windows 7 or later, Word might terminate unexpectedly when you attempt to save or exit the generated document. This issue does not occur if running Word 2007 or later under Windows 7 or later At a Workstation running Outlook 2003 under Windows 7 or later, Windows Server 2008 or later, or Windows Small Business Server 2008 or later, attempting to display the Outlook view of the Communications module causes an exception error. This issue does not occur if running Outlook 2007 or later under those versions of Windows. Dailies Files If the path for a Folder Document or Win Explorer Dashboard element is specified as a UNC network path (e.g. \\Alaska\ClientHistories) rather than as either a local path or a mapped drive letter path, the folder will open in a separate Windows Explorer window instead of within Amicus /26588 Cannot save a Precedent with more than 61 Events On a File, assigning Contacts via a Contact Group that includes a Contact you are restricted from viewing causes an exception error. WORKAROUND: In the Select People dialog, show My Contacts - Who Are - <Contact Group> (e.g. Witnesses) and then select the desired Contacts listed from that Group. (These will be only those Contacts you are permitted to view.) After a QuickFind in the Files Index, filtering the list to a File Type might show incorrect results. WORKAROUND: After a QuickFind, select the All option in the control panel to reset the display list before proceeding to select other filters /22205/22566 In File Details for a File with no Contacts assigned, if you filter the People On File list to All or Firm Members and place the cursor over the list, it changes to a waiting icon. And if you then click on any Firm Member other than the first, an exception error occurs After displaying a Documents Folder view in File or People Details, clicking My Documents or All Documents might have no effect. WORKAROUND: Select another view in the list, such as Summary, before clicking My Documents or All Documents. Amicus Premium 2013 SP1 Product Bulletin 2015 Gavel & Gown Software Inc. 2

3 People 35405/26560 When the People Index is filtered to Firm Contacts, the list might show only My Contacts with a System.OutOfMemoryExeception error appears in the System Log If you enter a phone number preceding an address in the Contact QuickEdit box in Person Details, that number is added in the address field rather than the phone field. WORKAROUND: Entering the phone number after the address will ensure that the number is not considered by the parser to be part of the street address After a QuickFind in the People Index, filtering the list to selected Groups might show incorrect results (because neither Contacts nor Firm Directory is selected). WORKAROUND: After a QuickFind, select the Contacts or Firm Directory option in the control panel to reset the display list before proceeding to select a Group As you reschedule one of a pair of overlapping Appointments by resizing it or dragging it up or down in the graphical section of the Calendar Day view, it might move to the other side of the other Appointment. For example, if its start time changes from after to before that of the other Appointment, it moves from the right to the left of the other Appointment b/22040 Phone numbers with a Country Code, Area Code, or Extension entered in the Contact QuickEdit section of Person Details, or entered or edited in the Communication Details section of the Basics view of Person Details, are not parsed and stored properly. WORKAROUND: Open the Person s Communications Details dialog to enter these phone numbers After displaying a Documents Folder view in File or People Details, clicking My Documents or All Documents might have no effect. WORKAROUND: Select another view in the list, such as Main Note, before clicking My Documents or All Documents. Calendar Time 24173/24174 The Author of an Appointment is not notified (by Sticky or ) if the Appointment is deleted or the Author is removed Repeating To Do's might display incorrect number-of-days-on-list information If you change an Appointment s Category to one that is assigned a different color, that change might not be reflected immediately in the Appointments list at the right in Day view of the Calendar. WORKAROUND: Refresh the display by going to another day or view and then returning The Time - New Entries Preference for creating a Time Entry when a To Do is marked Done is not applied to Repeating To Do s /35312/35414 If your preference for Time Entry duration formatting is set to minutes, lists might display durations as the same number of seconds (e.g. 30 minutes is shown as 30 seconds). Note that data is not affected this is a display issue only When posting Time Entries, the Would you like to save a copy of the posted time entries for printing or other purposes? prompt does not appear. This is because you earlier selected the Do not show me this message again option. WORKAROUND: If you want the prompt to start appearing again, please contact Technical Support for assistance. Communications If you created a Phone Message for another Firm Member, opening it again marks it as Read. Integration When using a POP account with Outlook 2010 or 2013, 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. See the Microsoft knowledgebase article at Amicus Premium 2013 SP1 Product Bulletin 2015 Gavel & Gown Software Inc. 3

4 25135 At a Workstation running Windows 7 or later with Outlook 2003, the Outlook view of the Communications module is unavailable. It is recommended that you run Outlook 2007 or higher if you have a Windows 7or later operating system. Outlook 2003 under Windows 7 or later has not been optimized for this type of integration If Integration is enabled, Advanced Security for Outlook prompts might appear repeatedly. Depending on your version of Outlook, they will appear either as a dialog or Outlook will be flashing in your Windows Task Bar. SOLUTION: Ensure that the current Microsoft Service Packs and Updates to both Windows and Office have been applied After returning from the Tutorial or another Firm Member s Office, the Outlook view of Communications might not be available WORKAROUND: Display another view and then try again If Integration is enabled at the time of upgrade to Version 2011 or later: Auto-Save does not begin to work immediately upon logging in a Workstation the first time after upgrade. (This occurs because the Unsaved Cache is being rebuilt in the background, and must finish before any new are processed. This might be lengthy, depending on your Integration preference settings and your volume of e- mail. This process does not start until any Outlook Contacts & Calendar login-time exchanges have completed.) In some cases, the Amicus Tasks Toolbar might not appear in Outlook after you have enabled it from the option in your Outlook - Basics Preferences. WORKAROUND: Restart Outlook With Auto-Save turned off, in some scenarios forwarding a Saved previously associated with a File does not result in the forwarded also being saved and associated with that File. In some cases, it may appear to be saved in the Outlook view, but it is not. WORKAROUND: If Auto-Save is turned off and you wish to work with directly in Outlook (or via right-click commands in the embedded Outlook view of Communications), you must enable and activate the Amicus Tasks Toolbar in Outlook in order for proper processing to take place. (Enable the Toolbar from your Preferences. Activate it by clicking any button each time Outlook is started.) If you set your Outlook signature block to be included in that you send from Amicus, any graphics included in the block will appear as a red X in the . Library In the Location Detail dialog, clicking the Location button and selecting a different section does not change the Library Page location. WORKAROUND: In the Library module screen, drag the Page from one section to another in the list. Document Assembly and Merge Document Templates of type HotDocs (MS Word ) fail to generate if using Word WORKAROUND: Open HotDocs before performing the merge If you open another Firm Member s Office and they have a different version of Word installed, or the same version installed to a different relative location, their Word path setting in Document Assembly Preferences is used instead of your own and document generation will fail. (A similar problem occurs if you log in at that Firm Member s Workstation.) WORKAROUND: At all Workstations, create in the same relative location a Windows Shortcut to the local Word.EXE file (e.g. C:\WordShortcut). Use the same Shortcut Name. In Amicus at each Workstation, go to the Office module, choose Preferences, and click Documents - Document Assembly. In the Microsoft Word field in Step 3, specify this Shortcut path and click OK. Exit Amicus and log back in to update your Preferences. Document Management Full-text indexing of PDF documents under Windows Server 2012 is not currently supported. This limitation is due to issues with Adobe s ifilter in this environment If the full path for a File or Folder type document is over 260 characters long, it won t be indexed (or counted). This is a Microsoft Windows limitation If your Amicus Server runs under Windows Server 2012, the Adobe ifilter might not support full-text searching of.pdf files. Amicus Premium 2013 SP1 Product Bulletin 2015 Gavel & Gown Software Inc. 4

5 35274 User-Managed Documents environment: When working from the Amicus Server computer, full-text searches performed from the Documents module do not find Document records of Type File whose Document Details specifies the Server local path (e.g. C:\Amicus\Amicus Attorney PE Server\SharedDocuments\file_name\document_name.doc). SOLUTION: In a User-Managed Documents environment, we recommend that in Document Details you specify the path using UNC format (e.g. \\Alaska\SharedDocuments) If your firm uses the Amicus Indexing Service, full-text searches from the Documents module might fail to find all relevant items. SOLUTION: It might take up to 24 hours for all new items or items that were moved to be indexed. If this time has already elapsed, ask your Amicus Administrator to perform a full Reindex (from Firm Settings > Documents - Document Management) /35305/35416 In Amicus Managed Mode, Checking Out or Opening a document might not open the latest version or might cause an unexpected termination if the document has been edited or opened many many times If the path for a Folder Document or Win Explorer Dashboard element is specified as a UNC network path (e.g. \\Alaska\ClientHistories) rather than as either a local path or a mapped drive letter path, the folder will open in a separate Windows Explorer window instead of within Amicus An error message appears whenever you attempt to perform a full text document Search. SOLUTION: This might occur if the firm s shared documents folder (specified in General Document Management Firm Settings) is not configured for indexing by Microsoft Indexing Service (or that Service is not running) or by Amicus Indexing Service, whichever is used at your firm. Please contact your Amicus Administrator. Custom Pages & Records 35046/26550 In some cases, after editing a Custom Field or Page that was converted from Small Firm Edition, all Custom Pages and Records will be blank. Offline After returning from the Tutorial Office, attempting to go Offline causes a loss-of-session error. WORKAROUND: Exit Amicus and log back in before going Offline Amicus might terminate unexpectedly with an invalid session message when you go Offline or back Online. WORKAROUND: This message might appear if your session is temporarily lost during the transition from Offline to Online or vice versa. Simply log back in to Amicus If Offline capability is enabled at the firm, adding an Amicus record might occasionally fail with a SQL error message: The insert failed. It conflicted with an identity range check constraint. This can occur at a Workstation that has not gone Offline or Online in a long while. SOLUTION: - If the problem occurs while you are working Offline, resolve the issue by going Online (and then back Offline if desired). - If the problem occurs while you are working Online, please contact Technical Support for assistance. Reports 26559/35402 Some Time Reports might not show the Time Entry activity descriptions: My Time - Specified File, Time Entries - Selected Client and Date Range, and Time Entries - Selected File and Date Range Printing Basic (CrystalReports) Reports or the Conflict Check results might cause an exception error ( Exception caught in ReportManager Download Login ). SOLUTION: Please contact Technical Support for assistance The first Firm Member of the day to access a Reports list might not see the Advanced Reports. WORKAROUND: The Firm Member should exit Amicus and log back in For Date/Time parameters in custom Basic Reports created in Crystal Reports, the Amicus report parameters dialog shows only the Date portion For Number parameters in custom Basic Reports created in Crystal Reports, the Amicus report parameters dialog allows you to enter only integers, not decimal numbers. Amicus Premium 2013 SP1 Product Bulletin 2015 Gavel & Gown Software Inc. 5

6 Amicus Tasks Toolbar and Smart Tags If the Amicus Tasks Toolbar was previously installed in Adobe Acrobat or Reader at an Amicus Attorney Small Firm Workstation, the Toolbar in Adobe will not work with Premium Edition at that computer (after it has been installed for Premium Edition at that Workstation). SOLUTION: Uninstall Amicus Attorney Small Firm. Or, if you wish to keep the Small Firm Workstation, simply remove its Toolbar from your Adobe application. (In Amicus Attorney Small Firm, go to File > Setup > Document > Document Assembly and click Remove.) In Office 2010 or later, the Details, File, People, and Library Page buttons on the Amicus Tasks Toolbar do not change state properly when Word.DOCX or Excel.XLSX format files are saved to a File, Contact, or Library Page In rare circumstances, Word customizations (such as AutoText list changes) that you make might not be saved successfully (to your Normal.dot template). SOLUTION: Restart Word and make your customizations. Do not use the Amicus Tasks Toolbar during this Word session, until your customizations are saved If the Amicus Tasks Toolbar is installed, then while an message is open and in focus in Outlook, you click on a Mail list column heading ( To, From, Received etc.) to sort items, that column will be deleted from the view. WORKAROUND: To get a deleted column back, right-click on a column heading and choose Field Chooser. Drag the desired column from the Field Chooser dialog to the desired location among the column headings. SOLUTION: To avoid deleting columns, ensure that focus is on the Mail list view before clicking on columns. Or, at the beginning of each Outlook session, drag the Amicus Tasks Toolbar up next to another Toolbar Customizing the Amicus Tasks Toolbar attributes from Microsoft Office applications (e.g., removing one of the buttons) will cause problems. Miscellaneous Viewing a list of over 10,000 items might cause an out of memory error, reported in the Server Log TUTORIAL: In the Tutorial Office, the Time and Fee Journal and Time Billing and Collections Reports might show duplicate values TUTORIAL: In the Tutorial Office, The Mass Bill view of Create Bill might show duplicate unposted Time Entries TUTORIAL: In the Tutorial Office, attempting to create/edit a Time Entry or create a Bill might cause an exception error: The given key was not present in the dictionary /35439 Logging in to Amicus might take a long time if your system administrator has redirected your Internet Explorer Favorites to a network drive /35456 If you are assigned a Security Profile that includes rights to see all Firm Contacts, a QuickFind search from the Select People dialog finds all people regardless of your search text PREFERENCES: If your Defaults On Login preference is set to automatically open another Firm Member s Office to the Favorites module, an exception error occurs upon login If you enter the Server Name incorrectly in the Amicus Login dialog, cancel the unable to connect message that appears, and enter the correct Server Name, the login might continue to fail. WORKAROUND: Cancel the Login dialog and start over The Files or People Index might display at the wrong size after Amicus was Restored Down and later Maximized, or vice versa. WORKAROUND: Refresh the screen by going to another module and then returning TUTORIAL/ANOTHER OFFICE: After opening the Tutorial, or another Firm Member s Office as a Guest, the Office > Back To My Office command is not available. WORKAROUND: In the Office module, choose Return To My Office in the control panel A module screen (such as the Files Index) might appear with your Windows Desktop image shown in some areas of the navigation pane at the left. WORKAROUND: Refresh the screen by going to another module and then returning. Amicus Premium 2013 SP1 Product Bulletin 2015 Gavel & Gown Software Inc. 6

7 12471 The Windows Display Properties, Advanced setting of Large Size (120 DPI) might adversely affect the appearance of Amicus screens. We recommend Normal Size (96 DPI). Outlook Contacts & Calendar Link If running Outlook 2007 in Cached Exchange Mode, initialization of the Link might run continuously, causing users to be prompted to stop the sync each time they exit Amicus. (An error appears in the Outlook Log: Error Importing record Your server administrator has limited the number of items you can open simultaneously This is a known issue in Outlook. SOLUTION: Update Outlook to SP3 or higher or apply the hotfix available from Microsoft see Knowledge Base article at /35477 Upon Initialization of the Outlook Contacts & Calendar Link, or Resetting it one way from Amicus to Outlook, Contacts appear to repeatedly loop through the synchronize routine for a long period of time but will eventually finish Firm Members fail to exchange to Outlook as Contacts in accordance with the Link setting if the Link is set to exchange Contacts by Group During the first login following a reinstall or upgrade of a Workstation that has the Outlook Link enabled, Advanced Security for Outlook prompts might appear. WORKAROUND: Select the Allow Access action and the Always Perform This Action For This File option, and click OK. (This needs to be done only once at the Workstation.) If using the Outlook Link, and the Windows standard regional setting at your workstation is different from that at the Amicus Application Server (e.g. French (Canada) vs English (Canada) ), and you change the priority of a To Do in Amicus, the priority might change back to its original level after an exchange with Outlook. Accounting PCLaw Link When using the Amicus Attorney-PCLaw Link, PCLaw creates temporary files (~PL*.tmp) which are not automatically deleted. WORKAROUND: To avoid excess use of disk space, start PCLaw occasionally on the Server. Upon startup, PCLaw automatically deletes temporary files older than 7 days PCLaw 10 or later: Upon initialization of the Link, Rate Values for the Amicus Activity Codes and Task- Based Billing Task Codes mapped to PCLaw Task Codes might not synchronize from Amicus to PCLaw when the Link is set to synchronize values in that direction. This issue also occurs upon adding a new Amicus Billing Rate to PCLaw (as a Rate Category) via the Link wizard PCLaw 10 or later: Upon initialization of the Link, some Billing Rate Values for Amicus Timekeepers mapped to PCLaw Lawyers will not synchronize from Amicus to PCLaw when the Link is set to synchronize values in that direction. Note that this issue does not occur for Rate Categories that ship by default with PCLaw If you delete mapped Types of Law or Task Codes in PCLaw, the File Type and Activity Code mapping dialogs in the Link Configuration wizard will then show the mappings incorrectly. SOLUTION: In the mapping dialog in the wizard, clear the mappings, click Close, click Yes to save the change, return to the dialog, and remap the codes as desired. Accounting Timeslips Link 26460/33376 In the Link Configuration Wizard, Timeslips References might not appear in the list for mapping to Amicus Task-Based Billing Task Codes. NOTE: This issue seems to be Timeslips version-specific. It only occurs when using Timeslips 2012, and appears to be fixed in Timeslips If no one is currently logged in at the Amicus Application Server (e.g. because the computer was restarted but Amicus Attorney and Timeslips are not configured for automatic logins, as detailed in the Link Guide), any attempt to use the Timeslips Link will cause the Amicus PE Service to terminate. (For example, if a user attempts to post a Time Entry, or saves a new File which is to be exchanged to Timeslips.) WORKAROUND: Someone must log in to Windows at the Server before Amicus may communicate with Timeslips. Amicus Premium 2013 SP1 Product Bulletin 2015 Gavel & Gown Software Inc. 7

8 Amicus Attorney Issues for Amicus Administrators Only Firm Settings & Customization Amicus Indexing Service might fail to complete indexing if it encounters a corrupt document. This will enable the Service to skip any corrupt documents, report them as unable to read content warnings in the Amicus Server Log, and continue processing the remaining documents After upgrading to Amicus Premium 2013 SP1 or later from an earlier version of Amicus Premium and continuing to use the Microsoft Indexing Service, full-text searching from the Documents module might fail to find any hits. SOLUTION: Check your Microsoft Indexing configuration. If necessary, add the Amicus Catalog to the Service, as follows: At the Amicus Attorney Application Server, go to Windows Control Panel > Administrative Tools > Computer Management. (Or see your Microsoft documentation for instructions.) In the navigation list at the left, go to Services and Applications > Indexing Service. Stop the Indexing Service. Right-click on Indexing Service and choose New Catalog. Enter the name Amicus and set the location to your Amicus folder, e.g. C:\Amicus. Restart the Indexing Service The Designer window for a Custom Record Designer window might not maximize properly (unusable white areas appear). SOLUTION: After maximizing the window, click the right arrow at the bottom of the navigation panel to browse to the next Custom Record. (If you have another Custom Record defined, then click the left arrow to browse back to the original Record.) In the Field Attributes dialog for a Text Custom Field on the Custom Page or Record Designer, you are permitted to enter a Maximum Length of more than 255 characters but, upon saving, the value changes to 255 without a warning. SOLUTION: For a Custom Field that can hold more than 255 characters, use a Memo Custom Field a If the firm s shared documents folder (specified in General Document Management Firm Settings) is not configured for indexing by Microsoft Indexing Service or Amicus Indexing Service, whichever is used by your firm, a full-text document Search will not return the expected results. SOLUTION: Configure the shared documents folder for indexing for instructions, see the Getting Started > Specifying document settings for the firm topics in Administrator Help b If the firm uses the Microsoft Indexing Service and it is not running, an error message appears whenever a user attempts to perform a full text document Search. SOLUTION: We recommend that the Microsoft Indexing Service be set to start up automatically whenever the Amicus Server is restarted. (This can be done at the Server, via the Startup Type field in the Properties dialog for the Indexing Service.) User Management 18779b Firm Members who were designated as Former in Version 2008 or earlier cannot be removed from the Firm Groups of which they were members. WORKAROUND: Please contact Technical Support for assistance. Import If importing Files with the match criteria set to Short File Name AND either Client ID or Matter ID, then an import record that matches on Short File Name only will be imported as a File with a duplicate Short File Name Comma Separated Values format files that have undelimited blank fields in the last columns cannot be imported ( Number of fields found is less than expected error). The exporting of Outlook Contacts creates files of this type. SOLUTION: Before importing, open the file in Excel, add another column, and enter any multiple-character data in it. In the Import Field Mapping and Attributes dialog of the Amicus Import wizard, map that extra column as an <Unused Field>. Amicus Premium 2013 SP1 Product Bulletin 2015 Gavel & Gown Software Inc. 8

9 Other Administration Security update required if your firm is configured to use the cloud-based Amicus Notification Service (Firm Settings > Notifications) for the automatic sending of s for Appointment Reminders, Event Change Notifications, Daily Agenda, Daily Checks failure alerts, etc. Resolved by Amicus Notifications Security Update see Support > Updates and Downloads > Amicus Premium During the install/upgrade/update of Amicus Server, ifilter warning messages for WordPerfect or Adobe might appear if those ifilters were previously installed. SOLUTION: Simply ignore these warnings and continue If your Amicus Database or Application Server has a computer name longer than 15 characters, network resolution issues might occur for example, SQL Reporting Services cannot be enabled If your Amicus Application Server runs Windows Server 2012, Amicus Workstations might be unable to login and a service cannot be reached error appears This could occur because the default port for Amicus PE service (49259) falls within the extended range of ports for Windows Server 2012 s RPC Management service ( ). SOLUTION: Please contact Technical Support for assistance /35046 After converting from Amicus Small Firm to Premium, one or all of the following are experienced: - Error upon attempting to create a new File or new Contact; - One or more Custom Pages on File or Contact details appear blank; - Error upon editing a Custom Page in the Designer. The following error is noted in the System Log: Message: Cannot insert the value NULL into column 'id', table 'Amicus.dbo.CustomFieldValue'; column does not allow nulls. INSERT fails. The statement has been terminated /25965/32770 If the Firm Name entered upon installation of Amicus Server and used as your Licensed Firm Name includes an apostrophe or other special character, the first login following a restart of Amicus PE Service must be performed twice and users cannot go Offline. SOLUTION: Please contact Amicus Licensing at or for a replacement license AMICUS TASKS TOOLBAR: After upgrading to Version 2011 SP1 or later, the Amicus Tasks Toolbar in WordPerfect X5 is no longer available. SOLUTION: Reinstall the Amicus Tasks Toolbar in WordPerfect, from your Amicus Preferences: Document Assembly (Step 3) /26117/26537/34746 SEARCH: If using the Microsoft Indexing Service under 64-bit editions of Windows on the Amicus Server, full-text document searching when using the global Search utility (Tools > Search or Tools > Search Documents). SOLUTION: Configure with the Amicus Indexing Service option, available as a new option in Version 2013 SP1, and perform full-text document searches from the Documents module New installation of Amicus Server or Amicus upgrade to Version 2011 or later: When you restart the Amicus Server to complete the install or upgrade, the computer might continuously restart. (This is caused by the automatic start of Amicus PE Service failing repeatedly.) SOLUTION: Please contact Technical Support for assistance Upon restarting Amicus Server, or logging in to Amicus at the Server, the following message might appear: WARNING! Uninstalling Amicus will delete your database including Shared Documents, Merge Templates, pictures, and Reports. BACK UP ALL DATA BEFORE PROCEEDING! Would you like to continue?. This warning or other undesired effects might occur if you have deleted, renamed, or moved any of the \AMICUS subfolders or files that were created during the Amicus Server installation, including the following folders: \AMICUS\Amicus Attorney PE Server\DocumentAssemblyTemplates \AMICUS\Amicus Attorney PE Server\SharedDocuments. SOLUTION: 1. If the uninstall message appears, answer No to avoid uninstalling Amicus. 2. Undo your delete/rename/move changes, that is, restore the \AMICUS subfolders and files to their default locations. If you need assistance, please contact Technical Support Under Windows Server 2008/2008 R2/2013, or SBS 2008/2008 R2/2011, the System Check performed during installation of Amicus Server might incorrectly report that the ASP.NET component is missing. RECOMMENDATION: Proceed with the installation and afterward choose File > Print Preview from the People Index. If this works, you may simply ignore the message. Amicus Premium 2013 SP1 Product Bulletin 2015 Gavel & Gown Software Inc. 9

10 22232 If an Amicus install or upgrade fails to create or update the database properly, you will not be able to log in successfully. WORKAROUND: Contact Technical Support for assistance /22203 BACKUPS: In the Maintenance - Utilities dialog of Firm Settings, the database Backup Location cannot be set to a location that is in a different domain than the Amicus Database Server. (SQL Server requires that the backup location be in the same domain.) USER MANAGEMENT: If a user is currently logged in, attempting to change their Administrator or Timekeeper status by selecting or clearing the corresponding checkbox in the User Management list has no effect. WORKAROUND: Select the user in the User Management list, right-click and choose Open Admin Profile, change the user s Administrator or Timekeeper status from the user s Administration Profile dialog, and click OK. Then click Refresh in the User Management screen CONVERSION FROM AMICUS SMALL FIRM: Hyphens in Custom Field Labels are deleted upon conversion. For example, Pre-judgment Interest Rate becomes Prejudgment Interest Rate. WORKAROUND: If you wish, edit the Labels to add back the hyphens. s106 Editions of Windows that do not use the Latin-1 Roman character set with accented western European characters (ISO ) are not currently supported. s101 DOCUMENTS: If any Firm Members use mapped drives to reference the location of attached Document files and folders document templates, etc., ensure that their mapped drive connections to those machines will not be lost periodically. This applies to several versions of Windows. For details, see the Microsoft Knowledge Base article Mapped Drive Connection to Network Share May Be Lost at The article describes two alternative ways of addressing this issue. If you choose to edit the Windows Registry and need assistance, please contact your network technician. Amicus Premium Billing Preferences If your Files Display Preference for the default filtering of the Files Index by Category is set to All Files, the Non-Billable Files are shown instead. Amicus Tasks Toolbar and Smart Tags Trust 34698/25748 If the firm is licensed for Premium Billing, Amicus smart tags in Word and Excel might not function properly Your changes to the Transfer amount in an existing Trust To AR Transfer transaction might not save correctly, and the AR Total might not be adjusted correctly. WORKAROUND: If you have edited a Trust To AR Transfer transaction, delete it and re-enter it. We recommend that you do not edit Trust To AR Transfer transactions instead, delete and re-enter them. Administration TUTORIAL: After the initial Amicus Premium Billing license is applied, Amicus Tutorial Office cannot be opened. SOLUTION: After licensing Billing, restart Amicus PE Services (at the Amicus Server, from Windows Control Panel > Administrative Tools > Services). Amicus Premium 2013 SP1 Product Bulletin 2015 Gavel & Gown Software Inc. 10

11 Amicus Anywhere & Amicus TimeTracker ios On an iphone running ios7, the Logout button in TimeTracker is not available because a header and footer appears in the browser. WORKAROUND: Add the Amicus TimeTracker Login page as a shortcut on your Home screen. This will result in the TimeTracker opening without a header and footer. Login/Logout Time Viewing the Recent Files list in Amicus TimeTracker might cause you to be logged out, with a Server Log error "Error during GetRequestResult" /34879 If the Amicus Server s network interface card or connection method (wired vs wireless) has changed since your firm and first Firm Member were registered for Amicus Anywhere and TimeTracker, users will no longer be able to log in to those applications until the Server address has been reset (from Firm Settings > Maintenance - Utilities). We recommend that initial setup of Amicus Anywhere and TimeTracker be done with the Amicus Server using a wired connection to the Internet, rather than a wireless one /35312/35414 In Amicus Anywhere, if your preference for Time Entry duration formatting is set to minutes, lists might display durations as the same number of seconds (e.g. 30 minutes is shown as 30 seconds). Note that data is not affected this is a display issue only. Gavel & Gown Software Inc. Phone: Fax: info@amicusattorney.com Copyright 2015 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 Premium 2013 SP1 Product Bulletin 2015 Gavel & Gown Software Inc. 11