General
Handy information to general topics.
By Huzayfah and 1 other2 authors331 articles
- Update correspondent detailsLearn how to update a correspondent's name by searching for an existing entry or creating a new one.
- Update case data using a CSV importLearn how to update existing case data by creating a data template, saving your spreadsheet as a CSV file, and running an import job in Update mode.
- Manage CSV templatesHow do I manage CSV templates and resolve related issues in Data Template Maintenance?
- Import a spreadsheet into Access Legal ProclaimHow do I import a spreadsheet into Access Legal Proclaim to update matters and custom fields?
- How can I resolve the red cross or blank box issue in the Proclaim Viewing Pane on RDS machines?
- Glossary of terms - ProclaimA glossary of some simple terms and acronyms in Proclaim.
Emails in Proclaim
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
- 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)
- How can I troubleshoot email-sending errors in Access Legal Proclaim?
Proclaim desktop
Issues happening within Proclaim Deskop
- 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 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 onceSteps to increase the maximum number of cases that can be open at the same time using System Parameter Maintenance.
- 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
- Search for cases with a certain criteria
- Searching for a template within an Action
- Screen wont fit error
- 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
- Attaching a PDF Invoice to Postings
- Bundle+ stuck on task server
- Can't open PDF documentsSteps to resolve an issue where PDF documents will not open.
- 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
- 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
- Enabling and using ‘Edit PDF in Edge’Edit pdf in edge setting is to prevent the bitmap issue and is enabled per user basis
Reports
Set up reports and issues
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
- Printing images or letterheads on word documents not working
- Print/Export the Billing Guide from the Proclaim Desktop
- Printing Trays
Spell check in Proclaim
Spell check set up and solutions
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 DesignerHow to update screens 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