Text Templates
Overview Text templates are used to auto populate the narration of the reason field for trust and office receipts & payments, purchases, work items and discount lines for invoices. TABLE ...
Welcome & Setup
7 articles
Custom Fields
Overview This guide covers the process of setting up and updating a custom field on a matter, contact or invoice. Custom fields enable Firms to add custom defined fields on the client, matter or ...
System Requirements
Efimis is an interactive web application. The web pages you visit are a mix of static and interactive content. Web applications depend on a reliable broadband connection with bandwidth suitable f...
How to re-install
Re-installing can fix a number of different issues. To re-install, please follow the steps below. Note 1. You may be prompted to log back in after the re-installation, so make sure you know y...
General Navigation
TABLE OF CONTENTS Overview Search Create New Requests & Approvals Work Items review/post Resource Centre Home Work Items Directory States Placing an Entity on Hold Matters Invoi...
Dashboards, Saving Customised Views and Full Screen Matter Cards
Overview In this guide we provide an overview of the Dashboards available and explain what each widget displays and how they may be customisable. We also provide instructions on how you can save...
Custom Views and Filters
Overview Views can be customised on several screens including most of the listing screens. This allows you to save your preferred views and set the default view you prefer. Filters and columns...