Getting started
Get started and make the most of your software.
By Antoine and 2 others3 authors37 articles
User Specific Set Up
User Specific Set Up
- Add options to my Proclaim Toolbar
- Allow a user to access to the Accounts programs
- Change a user's password
- Create a new Proclaim user
- Create a new handler profile
- How to Create a new email signature
- Permission to create or amend different case types
- Password Reset
- Remove a User
- Restrict screen visibility for users
- Restrict users to certain files
- Restrict a user from creating or amending correspondents
- Set up and view history folders
- Why won't my Proclaim toolbar work
Proclaim Set up
Proclaim Set up
- Add and remove users from Access Group Maintenance
- Adding a new Matter Type
- Amending an option within an option field
- Can I rename a Case Type?
- Create a new cost rate
- Create a user group for tasks
- Increase font size
- Hide non-live users in User Profiles
- How do I add a new option to an option field?
- License expired or due to expire
- Monitor users log in activity
- Number of Licences
- Provide third party access to log support cases
- See another user's calendar entries
- Set page size
- Setting up Active Directory Log In
- Set up WebView2 for ProclaimLearn how to install the Proclaim WebView2 OCX, install the Microsoft WebView2 Runtime, and enable the required system parameter.