Within a case you can click on the HOME button or the END button on your keyboard – home will take you to the top of the case and end will take you to the bottom.
General - These following function keys will work on any screen where an entity code or matter number is required.
| F2 | When in an empty Entity/Matter profile, Financial or Time Enquiry or Posting screen enter the first 1, 2 or 3 letters/numbers of the code and press F2 which will display a list of all entities which start with those letter/numbers. |
| F6 | This function opens a screen displaying the 30 most recent matters which have been worked on for that logged in user. |
Time Recording and Posting Screens
| F3 | Will repeat the last Client Code used (providing the window has remained open) enabling you to then manually enter or select the appropriate matter. |
| F4 | Will repeat the last client/matter number used (providing the window has remained open) |
| F5 | Will repeat the last narrative used. |
Case Manager Screen
| F5 | This will refresh the case manager screen |
| F7 | This will display the Quick Step selection box (Note: this may require case administration setup) |
| F8* | This will open a posting slip screen which automatically defaults to the current matter you are working on |
| F9 | This will display the entity and matter links screen |
| F10 | This will open the Data Mining screen allowing users to search for steps, notes, emails, Managing Partner and Documents Content |
| F11 | This will open and close multiple Digital Dashboard screens in one action. |
| F12 | This opens up File Viewer allowing users to see the currently selected document. (Note: A valid document must be selected for this function key to work) |
Alt + I = Find (for the search screen)
Alt + S = Insert a new step
Alt + F = Insert a new freestyle step
Alt + T = Take a step
Alt + V = View a step
Alt + R = Revert a step
Alt + C = Complete a step
Ctrl + Shift + S = Special a step
Ctrl + D (twice) = Delete step
Ctrl + A = Insert a progress file
Ctrl + Shift + A = Insert an agenda
Entity/Matter Profile
Ctrl + Shift + N = Create new entity
Ctrl + Shift + P or Alt + S = Open existing entity properties
Ctrl + Shift + M = Open existing entity Managing Partner
Ctrl + Shift + C = Open existing entity case manager
Alt + N = Create a new matter
Alt + P = Open existing matter properties
Alt + M = Open existing matter Managing Partner
Alt + C = Open existing matter case manger
Ctrl + Alt + F = Open existing matter finance ledger
*F8 can also be used in the following screens;
Accounts
| NL Postings | Journal and Adjustment postings to launch the three lines of Narrative |
Matters
| Crown Court Legal Aid Matter Properties (LGFS and AGFS) | Launches the search screen to attach Defendant Details |
| Civil Public Funding Family Higher Legal Aid Certificate details where Multiple Certificates exist | Launches the Search screen to attach Entities for Multiple Certificates. |
Purchase Ledger
| Posting Invoice Details | Launches list of existing invoices Launches three lines of narrative Launches VAT Allocation screen. |
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