Maximize Efficiency: Customizing Quick Step Menu in PC Law Software
Learn how to customize the quick step menu in PC Law to enhance your workflow. Add, delete, and modify buttons, change backgrounds, and switch between versions.
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Hints and Tips for LexisNexis PCLaw Practice Managment Solutions
Added on 09/08/2024
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Speaker 1: Welcome to the hints and tips video for PC Law. This video will show you how to customize the quick step menu to help you work more efficiently in PC Law. This is the quick step menu used to navigate the software. On the left are tabs, each representing a different functional area in PC Law. As you click on each tab, you'll see there's a series of buttons under those tabs that quickly get to that key feature or functional area related to the tab. The last tab is the favorites tab. This one is blank. This is where you can add your own buttons to jump to the key features that you would like to use on a regular basis. To add a button, right click, choose add a button, and select the key area that you need to jump to in PC Law. And you will now have created a button that will get you to that functional area. You can also customize the buttons on the different tabs. If you don't need a button, right click on it and you can delete the button. If you prefer, you can right click and change a button to access a different function or key feature area. If you go to one of these tabs and you see a blank space, that means you can add a button. Each tab will allow you to have 10 buttons per tab. You can also change the background image you see in PC Law. Right click and choose change background image. PC Law ships with a few different graphic images that you can use, or you can just use your own JPEG or GIF images by copying them into the PC Law data folder. If at any time you'd like to switch back to the default image, just right click and save default background image. Now this is the quick step that started shipping with PC Law version 10. If you had PC Law version 8 or 9, the quick step looks slightly different and you can switch back to that older style quick step. Right click and choose defaults and you can tell PC Law you would prefer to use the PC Law 8 quick step. The difference is the amount of tabs. There are more tabs in the PC Law 8 version with different names and fewer buttons. If you're a power user and maybe the quick step for version 10 doesn't contain enough space for all the buttons you need, you may want to switch to the PC Law 8 quick step where you can add more buttons because there are more tabs available to you. The customization works the same exact way. There is also the ability to go back to the quick step classic, one of the older versions of the quick step. Here you're a little bit more limited to what you can do, but you can right click and customize this a bit and change the color scheme. If you want to switch back to how it was before you started making changes, just right click and you can click on defaults. If you're in the classic quick step and prefer to switch back to the new quick step, right click and choose switch to new quick step. If you would like to reset the changes you made in the new quick step, again just right click and choose defaults. Choose the quick step that you were using and it will reset it back to its default version. Keep in mind, any changes you make are workstation level changes. They won't affect the others at the firm. So if you customize your quick step, you don't have to worry about affecting anybody else's quick step at the office. For more in-depth training opportunities, please visit the LexisNexis University.

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