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Opening a Relationship Client Record from a Report
Within a report that includes relationship data, simply click on the relationship and the client record will open in Practice Manager.
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23 Mar, 2023
Views: 240
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Customising the Client List Columns
Right click on one of the columns within the client list in Practice Manager to display a list of columns which you can select to display on your client list view.
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23 Mar, 2023
Views: 240
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How to Add a Ceased Relationship as an Envelope Recipient
Within the Recipients screen, select Add/Manage Relationships to display the Relationship Manager dialog. Click the option Include ceased relationships which will then show you any ceased relationships for the client in the Relationship list. Select the ceased relationship recipient and click...
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03 Jun, 2025
Views: 240
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Adding Any Relationship to an Envelope within eSign Centre
Within eSign Centre you can add any relationship to an envelope for document signing. From the Recipients screen, select Add/Manage Relationships. The Relationship Manager dialog is displayed. Here you can see all the relationships for the selected client, all of which can be added to an...
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04 Jul, 2023
Views: 239
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Changing the Document Order in an Envelope
Once you've added all your documents to your eSign envelope, you can easily move the order if you so wish. Within the Manage Documents screen, simply drag and drop the documents moving them up or down depending on your order preference.
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04 Jul, 2023
Views: 232
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Searching for a Business Name
From your Client view in Practice Manager, there is an Advanced Search Options from the Client Type dropdown list for common filtering options. Select this option to display the Advanced Client Search dialog. From here you can search for a client using a free text field. You can enter a business...
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04 Jul, 2023
Views: 224
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Communications Summary Widget Counters and Statuses
From the Communications Summary screen you can see all your communications activity at a glance. No email addresses - the number of clients and contacts that do not have an email address. Emails – the number of emails that have been sent or are scheduled, plus any pending requests and...
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23 Mar, 2023
Views: 216
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Opening a Client/Contact from the Relationships Screen in a Client Record
Within the Relationships screen for any client, select Open Client/Contact for quick access to the related client’s record.
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23 Mar, 2023
Views: 215
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