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General

Handy information to general topics.

Proclaim desktop

Issues happening within Proclaim Deskop

Imported File wording in History Details
Is it possible to stop the Cost Category warnings when Accepting an Action?
Clear Users Local Document/ Forms Folders At Next Login
Date field defaulting to today
Unable to see certain history items
Linked action hanging when producing a document
Sticking when loading Proclaim Desktop
Using the mail received date for incoming mail
Searching for a template within an Action
Blank Fee Earner in Handler Maintenance
Dictated email not appearing correctly in a linked action
Remove a correspondent from a case
Accessing any case history makes Proclaim hang for some users
Word not opening when editing a Send Letter
Proclaim Desktop screen wont open
Screen wont fit error
Documents are going into the wrong folder in the history
Increase history lines per page in a case
Unable to view query options
Change my details that automatically appear in correspondence
Change the cost rate grade I record against
How to transfer history items to a new case
Frozen on linked action
Adding a new option within an option field
How to remove users from selection lists
Can the screen co-ordinates be reset?
How to set a default action correspondent
Why am I unable to open Proclaim Editor?
Why am I unable to view any screens in a case?
How do I create a mailshot?
How to adjust cost grades
Additional client details have been added to a client case but are not pulling through to the matter
Unable to view or amend other users tasks
Action window appearing off screen
Proclaim Desktop Menu and the Viewing pane disappeared
Automatically expand attachment lines in case history
Amending non-working days
Hide correspondent details from searches/queries?
Documents appear in the Viewing Pane in landscape mode
Increase the maximum number of cases open at once
Warning: Opening files outside of Proclaim
Toolbar Program Shortcuts/ Favourite selection
Docking a screen
Unable to save amended history documents
Invalid character code found in source data for codepage
Images not loading in the viewing pane
Colour code by Action type in the history of cases
How to diarize an action within maths editor
No Preview Filter Available
How do I limit the history to the last 100 items?
Document Search, not working no results
Document shows blank when run on a case but visible in Workflow Maintenance
Search for cases with a certain criteria
Address block field coming up blank on the client screen
Make a field so it cannot be changed by a user
STOP invalid screen name passed to screen viewer
Can the starting number of the case number sequence be changed?
Name Correspondent automatically has capitalises
Amend the Activity field in case history
Unable to move around the screen during a linked action
Adjust the interest rate following the Bank of England rate change
Cases slow to open when MCA is enabled and another user already in the case
I can't see any documents in my viewing pane
Add the Time Management screen to Main Case Handling/Proclaim Desktop
JPG attachments aren't opening when clicking Display Document
Proclaim Emails

Emailing within Proclaim

Error when using Outlook Add-In - There is no Proclaim System to connect to
Error when sending emails with attachments - Error Occurred while Accessing Component property/ method
Error dragging emails from Outlook into Proclaim
Documents on emails are sending with a blank letterhead
Change email font and size
Allowing drag & drop of sent items
Automatically delete emails from Outlook when processed into Proclaim
Emails to open in outlook instead of opening in browser
Default Email Font
Create an email template with an attachment in Workflow Maintenance without a linked action
Find or update email profile name
OLEDragDrop errors dragging into the history
Error when sending emails with attachment
A program is trying to access email address information
Sending emails on behalf of somebody else
Signature name has an @ Symbol in it
Use history details as email attachment filename
Add or amend an email address to a user in Proclaim
Your message is too large to send (Outlook)
HTML code appearing in email sent from Proclaim
When dragging and dropping emails I get 'error reading xml file'
How to amend the email subject
No Email Icon
Unable to send emails html box is missing after 3.5 upgrade
Published app mail profile not connecting
Unable to send emails from within Proclaim
Update an email signature
Error message when sending emails
Attempt to exceed maximum size of CHARACTER variable error
Last letter date to show on emails
Remove an incorrect email address from the suggested list in Proclaim
Error: 'The total length of the fields in an index exceeds max key size'
Draft Emails Folder not showing
Email screen automatically goes half way down when trying to type an email
Suppress Draft Messages
Documents in Proclaim

Set ups and issues

Document version not saving in Workflow Maintenance
A different letter template to the one selected is loading in Proclaim Desktop
Images showing as a grey boxes with crosses through them
The "None" letter template is defaulting to 1 unit rather than 0
Word formatting is reverting back
Send a letter from history as an email it arrives with a different name the other end
Sending a memo or letter does not add up the units
Word format changes apply to entire documents
Linked action hanging when producing a document
Enable the Proclaim Outlook Add-In
Multiple letterheads
Untrusted macros error when opening word documents
Descriptions of the time action type codes
Word documents body of text is overlapping the header & footer
Recover a document that was lost but not saved in Proclaim
Error 'Retrieving file from store not found name of file error code 10025'
Word is already open outside of proclaim
Work with documents in the history
Delete records from the History
Copy a document or history item to another case
Create a linked action
Create a new form in Workflow Maintenance
Add fee earner signature to letters
How to amend a letter template
Micorsoft Word Security Notice when running letters
Incorrect Font on Letter
Download new or updated forms and update them in Proclaim
Cannot Find DMSDOCS Failed to save the history record successfully NO HISTORY RECORD WILL BE WRITTEN
Action Group Maintenance letter groups
Version 000 of document not found error
Invalid Component Word error