Manual

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

Do’s and Don’ts

Requirements for optimal use of our system.