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Tips and Tricks

Welcome to Tips and Tricks. This article covers the questions clients frequently ask about our products to help maximize the use of their Elite and ProLaw software.

   
 

Quick Tips for Narrative Entries

In Elite Enterprise, there are various characteristics regarding narrative entries. Each are referenced below.

Carriage Returns: Press Ctrl + Enter to insert a hard return within the narrative text. A hard return is saved as a back quote (`) and is reflected in the narrative tables.

Spell Check: Available by right-mouse clicking in the narrative field and selecting Spell Check from the short-cut menu.

Activity Codes: Activity codes can be embedded within the narrative by the use of brackets. The use of the open and closed bracket around an activity code followed by a punctuation mark or space automatically expands the activity code text. For example, when the TC activity code is entered in a narrative field as [TC]; it will expand to “Telephone Conference.”

Single Carats: If a single carat (^) is used in Time/Cost Narrative, all text after the ^ is suppressed (does not print) on bills. Conversely, all text after ^ will print on proformas.

Double Carats: If double carats (^^) are used in Time/Cost Narrative, all text after the ^^ is suppressed (does not print) on bills and proformas.

The following rules also apply to the ^^:

  • Does not apply to standard proformas
  • On custom proforma templates, the ^^ will suppress subsequent text on Timecards, but not on Costs

Note: On Bills and Bill Template proformas, the Time Bill Template function, Cost Bill Template function, the TDESC (a template function commonly used within a Timeloop) and the CDESC (a function used within a Costloop) suppress all text after the ^^ on both timecards and costs.

Upper Case/Lower Case: Users have the ability to Upshift or Downshift a block of highlighted text in a narrative box. If a word, phrase, sentence or paragraph should have been entered in all upper case or all lower case but was not, the user can highlight the text, right-mouse click and select either lower case or upper case from the short-cut menu to change the case of the highlighted text.

 
   
   
 

Elite 3E

How to Set the Default to a Preferred Printer in 3E

When printing in 3E, the system may be defaulting to a different printer than the one you prefer to use. Did you know that a default printer can be defined for each individual user? Follow the steps below to define a specific default printer for each user in 3E.

  • Click on 3E Administration Dashboard or type "Default printer configuration process" in the Select Process text box.
  • If navigating from the Administration Dashboard, select Default Printer Configuration Process. Define the default printer for individual users.
  • Once a printer is defined for a user in Step 2, ask the user to log out, then log back into 3E and access Proforma Generation or another process to select the Print button. The printer selected by default will be the printer defined above.
 
   
   
 

ProLaw

What is PDF-XChange ProLaw?

ProLaw v11.7 and higher includes a feature that allows the creation of PDF versions of documents called PDF-XChange ProLaw. PDF-XChange acts as a printer, but instead of the output going to paper in the conventional manner, it is captured and redirected to create a fully compatible, text searchable, Adobe PDF File (subject to the source material being readable; image files remain non-text-searchable). This feature will appear as a printer called PDF-XChange ProLaw and is installed the first time ProLaw is launched on a user workstation after the v11.7 or higher update.

 
   

For more tips and tricks, visit the Knowledge Base at https://kb.thomsonelite.com