Creating a new user is now performed via a wizard. Managers can create users in the User Configuration window of System Configuration, or in the Timekeeper Information window of Tabs3 Billing or PracticeMaster.
The Add New User wizard allows you to specify the User ID and optionally enter contact information, specify login credentials, create a timekeeper, configure Tabs3 Connect access, and set additional user rights.
To add a new user in System Configuration
- From the File menu, select Open, and then click Users.
- Press Ctrl+N.
- Enter the user’s name and other information on the Contact Information panel, and then click Next.
- Enter the User ID, Password, and assign the appropriate access profiles on the Login Credentials panel, and then click Next.
- Optionally specify timekeeper information on the Billing Information panel, and then click Next.
- If using Tabs3 Connect, optionally allow access on the Tabs3 Connect Access panel, and then click Next.
- If integrating with PracticeMaster, optionally add the user to groups, assign calendar rights, and assign Tabs3/PracticeMaster timekeepers on the Additional Setup panel.
- Click Finish to save the new user record.
The Add New User wizard is available in Version 2022 (Build 22.2.7) or later.
Tabs3 Billing includes the ability to insert a personalized link or button to Tabs3Pay in your email templates used for emailing statements and sending trust deposit requests. These links can then be used by your clients to pay their bills or make trust deposits directly via credit/debit card or electronic check. Those payments and trust deposits can then be imported into Tabs3 Billing using the Import Online Payments program.
Knowledge Base Article R11905, “Requesting and Importing Tabs3Pay Online Payments and Trust Deposits,” guides you through the steps necessary to include payment links in your Email Statements and import any payments you receive.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
Tabs3 Billing includes the flexibility to create rules that designate how payments are allocated to various timekeepers and to the firm. With Fee Compensation Rules, you have the ability to allocate payments for fees to the firm as well as to multiple originating, primary, and secondary timekeepers. Additionally, reporting features in Tabs3 Billing let you see allocations based on your pre-defined compensation rules.
- When creating Fee Compensation Rules, rules can be based on a percentage of receipts from:
- All working timekeepers
- Selected working timekeepers
- All working timekeepers assigned to a specific timekeeper level (i.e., partners, paralegals, etc.)
- Statements within a specified date range
- Accumulated receipts within an amount range
Once a payment has been allocated based on the defined rules, any remainder is distributed amongst the working timekeepers on a pro-rated basis.
Each matter can have a unique Fee Compensation Rules Table or can share a table with other matters. A shared table makes it easier to update multiple matters that all use the same allocation rules.
The Receipt Allocation Report and the Allocated Payments Report can include fee compensation information. Additionally, the Top Client Report can optionally use fee compensation amounts for fees paid.
To learn more about how Fee Compensation Rules can improve your receipt allocation reporting, open the Tabs3 Billing Help (press F1) and enter “Fee Compensation” on the Index tab.
Did you know that you can download and view documents for any of your clients from your phone, tablet, or laptop? You can download linked documents that are in PracticeMaster’s Document Management file or email attachments that are in the Journal file.
After logging in to Tabs3 Connect, open Matter Manager to access a client’s documents. Select the desired client and then do one of the following:
- Click Documents to see a list of document management records. Click a record to see more information and to access a link to download the file. (Note: To open a linked document, the location of the file must be a UNC path rather than a mapped drive.)
- Click Journal to see a list of journal records. Click an email record with an attachment to see more information and to access a link to download the attached file.
Tabs3 Connect lets you control who has access to documents. Only the users who have Tabs3 Connect access AND who belong to an access profile that specifically grants rights in System Configuration to Download Files via Tabs3 Connect can download linked files and email attachments (Access Profile | PM tab | File Information | Download Files via Tabs3 Connect). Furthermore, every downloaded file from Tabs3 Connect is logged in the Tabs3 Connect Access Log, thus allowing you to see exactly which documents have been downloaded by which users.
For more information on Tabs3 Connect, contact your consultant, call Technical Support at (402) 419-2210, or visit Knowledge Base Article R11480, “All About Tabs3 Connect.”
Securely sharing documents and requesting eSignatures from your clients just got easier using LexShare!
LexShare is a cloud-based service that allows users to share files with your clients and request signatures from them over email, as well as import the signed documents back into the PracticeMaster Document Management file. LexShare’s features are designed with security at its core, which is essential for keeping client information confidential and for staying compliant.
Watch this one-minute video here:
LexShare Integration is available in PracticeMaster Version 2022 (Build 22.2.7) and later.
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Did you know that you can create a Custom Activity List in PracticeMaster Matter Manager that shows the
record types you want to see? For example, you could create a Custom Activity List that shows only Document, Research, and Timer records for any selected matter. Once created, custom activity lists can be viewed in Tabs3 Connect as well.
To create a custom activity list
- In the Quick Launch, search for and select “Matter Manager.”
- From the Quick Clicks pane, in the Customize Current View group, select Custom Activity List.
- Click the Add button.
- Enter a Name for the Activity List.
- In the Include Record Types section, select the desired check boxes.
- Click OK.
- Click Close.
Now, when you select the new Custom Activity List, you will see only those records types selected for this list.
We have two Statement Designer layouts that we want to combine into one layout. One is a header we used on Page 1, and one is a footer we used on Page 2. Is there a way to merge layouts?
You can include one statement designer layout in the background of another layout, allowing you to easily reuse templates. In this example, you can modify the statement designer layout with your heading to include the layout with the footer.
To add a statement designer layout to another statement designer layout
- In the Tabs3 Quick Launch, search for and select “Statement Designer.”
- In the Layout Tree, select the statement designer layout with your header.
- Click the
button (Figure 1, below) at the top left corner of the Page Layout pane to open the Properties dialog box. - In the Background 1 or Background 2 field, select the layout with the footer.
- Adjust the position of the End Statement Body line to just above the footer:
- Mouse over the blue End Statement Body line until you see
. - Click and drag the line up or down as needed.
- Mouse over the blue End Statement Body line until you see
- Press Ctrl+S.
The background elements will appear as dimmed on the form layout, but will print normally on the next statement.
Figure 1
We sometimes have text that needs to be entered for more than one matter. Is there an easy way to do this?
The Replicate feature is available in many areas of PracticeMaster. This function creates a copy of the currently selected record and then prompts you for any required information (such as a Client ID or Record Type).
To replicate a record
- From an Editor window, select the record you want to replicate.
- From the File menu, select Replicate.
….or….
Right-click and select Replicate.
….or….
Press Ctrl+R. - The replicated record will be displayed, allowing you to make any changes or additions if desired.
For more information on the Replicate feature, as well as limitations, open the PracticeMaster Help (Press F1) and enter “Replicate” on the Index tab.
