filesfilepro

WhendefininganewfileProfile,fileProwillcreateasubdirectoryinthefileProdirectorywithyourchosenfilename.Allofthescreens,formats,user ...,Thissectioncoversaddingdocuments,movingdocumentsandcreatingdocumenttemplates.ThecontentsofDocuments.,FileListing.Thisreportgivesyoualistingofallfilesinyourdatabase.Itcanincludeactive,archivedandbothfiles.Ifyouhaveselectedarchivedas ...,FilePurchasePortalWelcome...

Define Files

When defining a new filePro file, filePro will create a subdirectory in the filePro directory with your chosen filename. All of the screens, formats, user ...

Documents

This section covers adding documents, moving documents and creating document templates. The contents of Documents.

File Listing

File Listing. This report gives you a listing of all files in your database. It can include active, archived and both files. If you have selected archived as ...

Filepro

File Purchase Portal Welcome to the FilePro client portal. From here you can purchase new files and look up historical purchases. This facility allows your ...

FilePro

FilePro is a legal software platform for sole practitioners to large law firms – including case, matters, and document management; accounting; timekeeping.

Files

Files. Every matter a Fee Earner works on requires a new file to be opened. Each contact can have multiple files associated with them, however you should make ...

Files Menu

FilePro has many reports available for you to analyse your data. This section covers the reports that are located under the Files Menu on your ...

Private Documents on Files

Private Documents on Files. On some occasions you may need to set up a file with its documents restricted to certain users only. Note: this prevents the File ...

To buy more files

To buy more files ... Enter your nominated email address and password; which will have been sent to you by FilePro. The following order screen will load: Enter ...

To Open a File

To Open a File · Enter the new File code. · Enter the Contact ID, or use the lookup to select an existing contact or add a new one. · Enter the Profile, or ...