App4Legal Admin Training

Training # 4 – App4Legal Admin Training
Copyright © 2018 App4Legal

Administration Training1
The admin will be able to
access the Administration
& Setup page by heading to
the avatar on the top right. Copyright © 2018 App4Legal

Administration Training
The admin will be able to configure certain
fields in the companies module from this
section.

The admin will be able to configure the company legal
types by heading to Company Legal Type and adding
the types in that list.
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The admin will be able to configure the company asset types by
heading to Company Asset Type and adding the types in that
list.
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2

The admin will be able to configure the company licenses &
waivers types by heading to Company Licenses & Waivers Type
and adding the types in that list.
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The admin will be able to configure the company member roles by heading to
Company Member Role and adding the roles in that list.

The admin will be able to add
custom fields to the company
module by heading to Company
Custom fields and adding the
fields with their different
types(list, date etc.).
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The admin will be able to configure certain lists in the
contacts module.

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The admin will be able to configure the contact category by heading
to Contact Category and adding the categories in that list.

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The admin will be able to add custom
fields to the contacts module by
heading to Contact Custom fields and
adding the fields with their different

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The admin will be able to configure the contact titles by heading to Titles
and adding the titles in that list.

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The admin will be able to configure the client positions by heading to Client Position and adding
the positions in that list.

The admin will be able to configure the success probabilities of a matter by heading to Success Probability
and adding the probabilities in that list.
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2

The admin will be able to configure the company roles in a matter by heading to Matter Company Role and
adding the roles in that list.
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2

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The admin will be able to configure the contact roles in a matter by heading to Matter Contact Role and adding
the roles in that list.

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The admin will be able to configure the container statuses in a matter by heading to Matter Container Status
and adding the statuses in that list.

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2
The admin will be able to configure the stages in a matter by heading to Matter Stage and adding
the stages in that list.

The admin will be able to configure
the area of practices in a matter by
heading to Area od Practice and
adding them in that list.
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2

The admin will be able to add custom
fields to the matters module by
heading to Matters Custom fields and
adding the fields with their different
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The admin will be able to add matter value tiers of matters by heading to Matters Value Tiers
and modifying the tiers and their values.

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the workflow in a matter by heading
to Workflow Statuses and adding the
statuses in that list.

The admin will be able to configure the SLAs on matters by heading to SLA Management and adding the details
relating to it.
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2

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The admin will be able
to configure event types
of a matters by heading
to Event Types and
adding the types of their
choice.

the litigation data of the matters in a
separate section. The litigation data
can be configured to the user’s
country/region.

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configure the court types of
the litigation matters by
heading to Court Type and
adding them in that list.

the court degrees of the litigation
matters by heading to Court Degree
and adding them in that list.
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configure the court region/s of the
litigation matters by heading to
Court Region and adding them in
that list.
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• The admin will be able to configure the courts
of the litigation matters by heading to Court
• The admin will be able to search for them in
the advanced search as well as export the
data from the actions button.
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configure the hearing types of
the litigation matters by heading
to Hearing Types and adding
them in that list.

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configure the stage statuses of
the litigation matters by heading
to Stage Status and adding them
in that list.

configure certain things
related to the tasks and
meetings added to the system.

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configure the locations of the
tasks by heading to Location

The admin will be able to configure the task types of the tasks by heading to Task Type and adding
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the task types of the tasks by
heading to Task Type and adding the
types in that list.
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configure the reminder types to
that of his/her choice.

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The admin will be able to configure the reminder types of the tasks by heading to Reminder Type and adding

The user will be able to
configure certain actions in
the time tracking module.

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the time spent on in the tasks by
heading to Time Spent On and
adding the types in that list.

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configure the non-business days
by heading to Manage non-
business days and adding them in
the system.

configure drop-down lists and
actions related to intellectual
property (IP) cases.

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the intellectual property rights of an
IP case by heading to Intellectual
Property Rights and adding the rights
in that list.

The admin will be able to configure the
intellectual property classes of an IP case
by heading to IP Class and adding the
classes in that list.
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2

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The admin will be able to configure the
intellectual property subcategories of an
IP case by heading to IP Subcategory and
adding the categories in that list.

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the intellectual property statuses of
an IP case by heading to IP Status
and adding the statuses in that list.

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the intellectual property names of an
IP case by heading to IP Name and
adding the names in that list.

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the intellectual property
petition/opposition types of an IP
case by heading to
Petition/Opposition Types and
adding the types in that list.

The admin will be able to check the
data relating to the license of the
instance from the System
Maintenance section.

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The admin will be able to see details such as the number of users and date of expiry of the instance.

The admin will be able to manage users on the
system as well as the permissions granted to
them through the Users & Permissions section.

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• The admin will be able to add different user groups in the system by heading to “Add
User Group”.
• The admin will be able to search between those groups using the Advanced Search.
• The admin will be able to export the data through the Actions button.

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• The admin will be able the rest of the user on the system by heading to
Add User.
• Through the Actions button, the admin will be able to do certain
actions such as Add a user, export to Excel etc.

Adding users on the system will require the admin to add the basic information of
the user added. The credentials will then be shared with the added user to log in
to his/her instance.

The admin will also be
able to import other
users by heading Import
Users from Active
Directory.

• User permissions can be
configured by selecting
the user group and
module this user has
access to.
• The admin will then set
permissions in detail on
this group (edit, view ,
add etc.).

The admin will be able to manage the matter
and tasks boards from this section.

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• The admin will be able to configure matter board by heading
to Matter Board → Add New Board.
• The admin will be able to decide on the board name, number
of columns, matter statuses under every column etc.

• The admin will be able to configure task board by heading to
Task Board → Add New Board.
• The admin will be able to decide on the board name,
number of columns, matter statuses under every column
etc.
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The admin will be able to manage default values,
notifications and more in the System Preferences section.

The admin will be
able to enable and
configure the Active
Directory in the
Setup &
Configuration
section.

The admin will be able to activate the Customer Portal from this section as well as edit the name and
welcome message on the homepage of the portal.

The admin will be able to set certain default values on the system (matter document
status etc.)

Other default values that can
be set.

The admin will be able to active and configure the makers and checkers in the system.

The admin will be able to determine the notification history and number of notifications in the list.

The admin/system administrator will be able to configure the outgoing mail and its details from this section.

The admin will be able to determine the rules related to password set by the users, their complexity and more.

The admin will be able
to configure other
system values such as
the business days, SLA
management etc.

The admin will be able to determine the notification scheme of the system by configuring the users that
should get notified once certain actions have been made on the system.

The admin will be able to configure and change the
look and feel of the whole system to fit the needs of
the company.

The admin will be able to generate
certain reports related to the users
from the User Management Reports.

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• The admin will be able to generate a user audit report that summarizes the last action and other
details a user has done on the system.
• The admin will also be able to search for a user using the Advanced Search and export the data
through the Actions button.

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• The admin will be able to generate a user login history report that summarizes the last
user to log in and other details relating to that user on the system.
• The admin will also be able to search for a user using the Advanced Search and export the
data through the Actions button.

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• The admin will be able to generate a user management report that summarizes the users and
their details in the system.
• The admin will also be able to search for a user using the Advanced Search and export the data
through the Actions button.

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• The admin will be able to generate a maker/checker user report that summarizes the
makers/checkers and their details in the system.

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• The admin will be able to generate a maker/checker user groups report that summarizes the
group of makers/checkers and their details in the system.

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• The admin will be able to generate a maker/checker user groups permissions report that
summarizes the permissions given to the makers/checkers in and their details in the system.

The admin will be able to manage and
configure details related to the
documents in the system through this
section.

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The admin will be able to add the document classifications of choice in this section.

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2 The admin will be able to configure the list of
matter document types of choice in this section.

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The admin will be able to configure the list of document
statuses of choice in this section.

The admin will be able to configure the list of company
document types of choice in this section.
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The admin will be able to configure the list of company
document statuses of choice in this section.

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The admin will be able to configure the list of contact
document types of choice in this section.

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The admin will be able to configure the list of contact
document statuses of choice in this section.

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• The admin will be able to configure the template that would be used in the
Document Generator button from this section.
• The document is formerly uploaded in the Docs module.
• The document chosen should be of type docx.

The admin will be able to import data into
the system of three different modules.

The admin will be able to import contacts
into the system by filling out the templates
with the right fields and then uploading
them back to App4Legal.

The admin will be able to import companies into the
system by filling out the templates with the right fields
and then uploading them back to App4Legal.

The admin will be able to import intellectual properties
into the system by filling out the templates with the right
fields and then uploading them back to App4Legal.

The admin will be able to configure and
manage the teams of users in the system.

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The admin will be able to add assigned
teams into the system by clicking on Add
Assigned Team and naming it to that of
choice.

The admin will be able to add seniority levels into the system
by clicking on Add Seniority level and naming it to that of
choice.
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• The admin will be able to configure the add-
ons in this section.
• The setup of App4Legal for Outlook can be
managed from the Outlook Configuration
section.
• App4Legal Customer Portal can be managed
from the Customer Portal section.

Thank You
www.app4legal.com

App4Legal Admin Training

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