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Manual
Table of Contents
Manual
Getting started
Logging In
System Structure
The 5 Pillars of BaseNet
Linking in BaseNet
Tips & Tricks
Search Screens
Main Menu
Security Explanation
Do’s and Don’ts
Do’s
Dont’s
Legal
Legal Files
Role Administration
Matter Billing
Input Examples
Collection component
Importing collection files
Working from within the search screen with collection files
Creating a payment arrangement
Customer’s received payments from counter party
Subpoena
Contact management
Creating a New Contact
Contact Selections and Mailings
Importing Contacts
Reattempting a Failed Import
Merging Contacts
Calendar and Tasks
Searching Through The Calendar
Creating tasks
Correspondance
Archiving your Email
Converting an email into a task
Creating a Letter
Searching Within Correspondence
Setting an Out of Office Reply for your inbox
Hours/ Projects
Various Hours
Projects
Project Billing
Administration Component
Events
Creating an event
Adding invitees to an event
Participants
Company Settings
System
Project
Contact Management
Legal
Calendar
Tasks
Correspondence
Hours
Templates
Billing
Intranet Portal
Administration
Personal Settings
Email
Workflows
Personal Settings
Personal
Rolodex Management
Calendar
Tasks
Hours
Email
Templates
Predefined Fields and Links
HTML Templates
RTF Templates
Template Code Examples
Configuring Microsoft Office Online (requires update)
Download as PDF
Collection component
Input Examples
Importing collection files