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Support - Frequently Asked Questions

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Can I change the columns in Client Selection?
Can I password protect the program?
Can I print a questionnaire to give to my client to fill out?
Can I search for a specific client?
Compatibility with Microsoft Office 2007
Compatibility with Microsoft Windows Vista
How are Helpful Tips on the Final Information screen generated?
How do I add another user?
How do I backup my clients?
How do I contact Technical Support?
How do I delete a matter or document?
How do I make changes to a document?
How do I send different documents to different printers?
How do I update my firm information?
How do I use preprinted letterhead?
I changed computers or hard drives. How do I get a new activation code?
I get an error related to "MRUfilename" when creating/viewing documents
I purchased the software. Why does it tell me I am in Demo Mode?
What are Master Documents?
What does Activating my computer mean?
What is a Favorite?
What is the Client Filter?
Why is a warning sign appearing next to one of my matter questionnaire screens?
Why is the program only printing the current document I am viewing from the View/Print Document screen?






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