General
Handy information to general topics.
Proclaim desktop
Issues happening within Proclaim Deskop
Accessing any case history makes Proclaim hang for some users
Action window appearing off screen
Add the Time Management screen to Main Case Handling/Proclaim Desktop
Additional client details have been added to a client case but are not pulling through to the matter
Adding a new option within an option field
Address block field coming up blank on the client screen
Adjust the interest rate following the Bank of England rate change
Amend the Activity field in case history
Amending non-working days
Automatically expand attachment lines in case history
Blank Fee Earner in Handler Maintenance
Cases slow to open when MCA is enabled and another user already in the case
Can the screen co-ordinates be reset?
Can the starting number of the case number sequence be changed?
Change my details that automatically appear in correspondence
Change the cost rate grade I record against
Clear Users Local Document/ Forms Folders At Next Login
Colour code by Action type in the history of cases
Date field defaulting to today
Dictated email not appearing correctly in a linked action
Documents are going into the wrong folder in the history
Documents appear in the Viewing Pane in landscape mode
Document Search, not working no results
Document shows blank when run on a case but visible in Workflow Maintenance
Docking a screen
Frozen on linked action
Hide correspondent details from searches/queries?
How do I create a mailshot?
How do I limit the history to the last 100 items?
How to adjust cost grades
How to diarize an action within maths editor
How to transfer history items to a new case
How to remove users from selection lists
How to set a default action correspondent
I can't see any documents in my viewing pane
Images not loading in the viewing pane
Imported File wording in History Details
Increase history lines per page in a case
Increase the maximum number of cases open at once
Invalid character code found in source data for codepage
Is it possible to stop the Cost Category warnings when Accepting an Action?
JPG attachments aren't opening when clicking Display Document
Linked action hanging when producing a document
Make a field so it cannot be changed by a user
Name Correspondent automatically has capitalises
No Preview Filter Available
Search for cases with a certain criteria
Searching for a template within an Action
Screen wont fit error
Sticking when loading Proclaim Desktop
STOP invalid screen name passed to screen viewer
Toolbar Program Shortcuts/ Favourite selection
Proclaim Desktop Menu and the Viewing pane disappeared
Proclaim Desktop screen wont open
Remove a correspondent from a case
Unable to see certain history items
Using the mail received date for incoming mail
Unable to view query options
Unable to view or amend other users tasks
Unable to save amended history documents
Unable to move around the screen during a linked action
Warning: Opening files outside of Proclaim
Word not opening when editing a Send Letter
Why am I unable to open Proclaim Editor?
Why am I unable to view any screens in a case?
PDF's in Proclaim
PDF set ups and issues within Proclaim
Add new text boxes to allow more fields to be added onto my secure PDF form
Add your own PDF into Proclaim
Adobe Acrobat error when viewing PDF's 'Please exit and try again'
Attaching a PDF Invoice to Postings
Bundle+ stuck on task server
Cant open any PDF Documents
Com + 64 Bundler
Converting a document to PDF
Create Bitmap PDF
Creating a PDF bundle of documents
Default PDF viewer
Delay when trying to view a PDF in the document preview window within Proclaim
Double sided Duplex printing in Adobe
Errors when saving PDF and no content in the document
Error 'Unable to create a bitmap of size'
Is it possible to default PDF's to open in a Web Browser instead of Adobe?
Issues opening password protected PDF's in Proclaim
PDF files in the viewing pane zoom in when I scroll
PDF opening in Nitro when opening in Proclaim
PDF Scrolling issue -Blurry when trying to scroll down a PDF
Re install PDF Control
Splitting large PDF document bundles
Use Adobe PDF over the Proclaim in-built PDF viewer
Unable to access Adobe forms within Proclaim Desktop
When opening a PDF from the history, Proclaim asks to open Adobe first
Proclaim Emails
Emailing within Proclaim
A program is trying to access email address information
Add or amend an email address to a user in Proclaim
Allowing drag & drop of sent items
Attempt to exceed maximum size of CHARACTER variable error
Automatically delete emails from Outlook when processed into Proclaim
Change email font and size
Create an email template with an attachment in Workflow Maintenance without a linked action
Default Email Font
Documents on emails are sending with a blank letterhead
Draft Emails Folder not showing
Emails to open in outlook instead of opening in browser
Error dragging emails from Outlook into Proclaim
Email screen automatically goes half way down when trying to type an email
Enable the Proclaim Outlook Add-In
Error: 'The total length of the fields in an index exceeds max key size'
Error when using Outlook Add-In - There is no Proclaim System to connect to
Error message when sending emails
Error when sending emails with attachments - Error Occurred while Accessing Component property/ method
Error when sending emails with attachment
Find or update email profile name
How to amend the email subject
HTML code appearing in email sent from Proclaim
Last letter date to show on emails
No Email Icon
OLEDragDrop errors dragging into the history
Published app mail profile not connecting
Remove an incorrect email address from the suggested list in Proclaim
Sending emails on behalf of somebody else
Signature name has an @ Symbol in it
Suppress Draft Messages
Update an email signature
Unable to send emails from within Proclaim
Unable to send emails html box is missing after 3.5 upgrade
Use history details as email attachment filename
When dragging and dropping emails I get 'error reading xml file'
Your message is too large to send (Outlook)
Task List
Task List
Actioning multiple tasks at once
Error: Unable to find host SERVER NAME in the HOSTS or HOSTS file not found in the expected loctation. (5193)
Export the task list from Proclaim
Enable reminders for tasks
Mass Deletion of Tasks
Refreshing the Task List
Re-assign tasks in bulk
Reassign tasks to new user
Restrict users from rescheduling tasks
Reduce size of user lists on action screens & task lists
Task lands on a selected bank holiday
Task Toolbar flashing
Unable to delete incoming mail tasks
User Locked Task
Your authorisation level does not allow you to cancel this task
Printing in Proclaim
Printing in Proclaim
Can't print file notes from History
Can't print memos from Proclaim Desktop
Documents automatically print after editing them
Documents keep auto printing
Error printing word document from history
How Can I Add/Remove Reports From The Print Buttons In Proclaim Case or Accounts
Printing images or letterheads on word documents not working
Print/Export the Billing Guide from the Proclaim Desktop
Printing Trays
Screen Designer
Screen Designer set up and changes
Adjusting the Screen Designer work area
Add, re-order or remove fields on an existing screen within Screen Designer
Correspondent name disappearing
Field Auto Capitalisation
Restrict access to field on screen
Screen designer screen locked by another user
Screen designer lists are blank and error produced
Update an existing screen within Screen Designer
Task Server
Task Server issues and set up
Adding a report to run on a task server
Configure a scheduled task to start the Proclaim Task Server
How to start the task server
How to Start AppServer
Import Job on Task Server not Processing Data
MIWH jobs are not processing following a Proclaim upgrade
Options for the Email Diary Import task server job
Promsgs error on the task server each morning
Task Servers jobs aren't completing
Task Server jobs are not sending out emails
Taskserver job error: Unable to connect to your Mail server with the profile provided
Task Server Showing as Not Running in Task Server Administrator Despite Running on The Task Server Server
Which Build Document Search Indexes jobs need to be run on the task server
Proclaim Court Update's
Court Update's that impact Proclaim workflow's
Criminal Legal Aid Fee Scheme Reform - December 2025Upcoming changes to the Criminal Matters case type in Proclaim to accommodate the December 2025 fee increase
Proclaim Probate - Changes to Tax Payable on Dividends from April 2026Changes required to the Probate case type to accommodate the increase on tax payable on dividends from April 2026
Proclaim Probate - November 2025 updates to fees for Office CopiesUpdating Office Copy Fees for Grants of Probate and Letters of Administration
