The Home Screen is the first menu shown when you first login to the system. The toolbar buttons at the top of the screen are used to navigate throughout the system. While working within the various sub-menus of the system, a  Home button is available for navigating back to this screen.

Several panes are also included within the main display area of the Home Screen, as shown in the picture to the right. These panes contain information and tools for some of the most frequently accessed areas of the system. Each pane may be  expanded or  collapsed by clicking the button in the upper-right corner.

Menu Options
Click a button below for more details:

Search

Events

Ticklers

Alerts

Tasks

Legal Pad

Templates

Reports

Window Panes

My Recent Cases Cases that you've recently created, edited or viewed are shown here in the order you accessed them with the most recently viewed Case at the top of the list. Left-clicking a Case from the list will display the Case for viewing & editing purposes. Right-clicking a case provides an option for adding the case to your Legal Pad which is a Note editing tool. Multiple cases can be added to the Legal Pad for fast and convenient note viewing or editing. For more details, please see the Legal Pad section of this manual.	Upcoming Events Displays a list of upcoming Events on your calendar. The Events shown here are based on your Preferences in the Events menu. Left-click any Event to view it on the calendar view. Right-clicking an Event will provide options for editing the Case that's associated with the event as well as editing the Event directly as shown below. Enlarge picture	My Alerts Alerts are notifications sent to you by other users. Alerts are most commonly linked to a note on case but can also be linked to a basic note created in the Alerts Menu. Alerts may also be sent to a group of users to provide  multiple people with important case related information. Left-click an Alert to view the Case associated with the Alert. Right-clicking an Alert will display the following options: Clear - Clears the selected Alert. Clear All - Clears all Alerts (notes associated with the Alerts will still appear on the Notes tab of the cases). Print - Prints the selected Alert. Print All - Prints all Alerts. Edit - Opens the Alert in an Edit window.
		My Tasks Displays all Tasks that have been assigned to you specifically. Tasks are most commonly linked to a note on case but can also be linked to a basic note created in the Tasks Menu. Right-clicking a Task will display the following options: Clear - Clears the selected Task. Clear All - Clears all Tasks (notes associated with the Tasks will still appear on the Notes tab of the cases). Print - Prints the selected Task. Print All - Prints all Tasks. Edit - Opens the Task in an Edit window.
	Ticklers Displays all of your tickler reminders. See the Events section for more details. Right-clicking a Tickler will provide options for editing the Case that's associated with the event as well as editing the Tickler directly as shown below. Enlarge picture
My Recent Reports Displays a list of the most recent reports you've run. Selecting a report from the list will select it from the Reports Menu.		My Pending Documents This section contains all of your Pending Auto Docs. Auto Docs are documents that have been added to a queue for automatic generation and printing during the case input or edit process. Selecting any document will open a list of all documents that are in the queue to be generated or printed.

See also