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1. Gg Acme Corr Quick Search lg Acme Safe GG Final uate Find Pi ip Widge Lookin On all Levels Client Matter Project v Match Start of Field v Result Project Owner Status Acme Corporation Widget Manufacturing JL Active Cancel B Open 7 E Dargt Filter Properties Expand all Levels Collapse all Levels 5 5l E TY Ea a Tz is Refresh F5 14 YouWinLaw Manual Menu Add m S New New Client Case Add Menu New Client A new client or project is created on the first hierarchy level Enter the contact details and eventually change the client name will be generated automatically and close with the button OK New Contact Client New Client Enter Contact Address details now or search Contact Address Details as Personal Address n Mr Mrs Mr n m Duplicates will be auto ma sl ee Youw O x Hw O Search YouWinLaw oy YouWinLaw 2013 for Doe Law Office rme s Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps A A 2 _ _ E Fa Rename B Move Ee Bg User Ra Summary at Tig Delete Project amp Insert Tam Keywords 0 Y Filter New New Open General _ a PAN Gient Case Jr Favorites B Bookmarks info F8 Refresh Add Management Properties View If you uncheck the Enter Contact Address detail you can enter the Client directly without any contact details Norm
2. PDF E Mail ete The advantage of the 2 levels is that you can sort them filter or group them Priority t 111 2013 Notes 4 CE 2 13 2013 4 DocVersions 4 A 2 12 2013 Trawel expenses High y 2 12 2013 Phone calls 2 12 2013 3 40 hrs Normal 2 11 2013 Task Eo 310 2013 Deadline iow Dy SB 2 9 2013 Document D 2 8 2013 Document 2 3 2013 Task Just click on the box by the entry B 2 2 2013 Notes in log in which you want to change 8 31 2012 Bill the priority a selection will be 10O 213 203 Appointment displayed Low Normal Select the appropriate priority The log list is sorted accordingly entries with high priority appear first Copyright WinYou Law Inc Info 200 00 67 00 680 00 40000147 pdf X0000140 rnsq 3325 00 R1000736 09 00 q EET Owner E Text L E J l Work Screen FILE 38 Additional Information When you point to this icon with the mouse additional information like the content of the imported email attach ment or email content notes fees etc will be shown By double clicking on the icon a dialog appears with all the contents f ea Ee Flag Shows Contract Contract Document imported Contract Tel Mr Brown md Document created in ee YouWinLaw Mail Attachment 4a Outlook Sent Draft Contract Email dragged from Outlook 4 Fee billed Draft letter of intent Telephone Call with Mr Rilman Bill paid Bill 136 Bill
3. Create Document Document automation tab Document Address to A n E New Document Version ped gt Import Document 1 Select a document template on Note Task To Do Cc Appointment 2 Select a Contact Address tet Deadline Select the Project Related Address or Bill in this case directly the Contact Person EA payment 2 z cn Client Langu Address Layout In the Address window you will see how 2 i Apple Inc Cupertino CA Standad z Request Payment the Address will exactly be shown in the amp Jobs Steve SJ eres ae document You can also drag a contact lt lt C Ey Registered Mail C By Telefax 1 ee address with the mouse from the Contact Lawyer of counterparty Sirians are Explorer directly to the address window Ey ec cee eae tone Drag A Drop V Save Automatically _ Automatic Fee GB Subject Contract 3 Subject The Subject will be shown in the Work Screen File Document Entry for the project and will also be inserted in the document GH WH S L0000150 docx Compatibility Mode Word amp oO x HOME INSERT DESIGN PAGE LAYOUT REFERENCES MAILINGS REVIEW VIEW 4 Click on the button Create E Arial J o E Et El A a e B I Uvacx x tE m eR a AR A TT a l k Clipboard amp Font lm Paragraph m Styles G amp A e Word opens with the corresponding template as a new document e All bookmarks in the template are filled in address subject etc fodein e The docum
4. Shopping Center pre 1S z qT 2 gt amp 5 w e paun gt gt 9 N ai i Via p PS Cupertino Inn km z alam a S2 Celeste Cit a Si Vilages at Cupertino dartmen Homes Be Dr eenleaf Dr Dunbar Dr Fargo Dr Hanforg Dr ke Public s Storage gt Valley Green Dr Acadia Ct Greenleaf Dr 1g uopieag Ounbar Or Fargo Dr Hanford Dr Park Ci spueag unipero Serra EW 260 Lucille Ave zZ Zz gt w 2 Olivewood gt P 2 2 0 a 2 a Y a VA 2 w 3 A ngewot 5 Peninsula A a Y Bible Church 7 Beekman PI w lt x 2 BJ s Cedar Tree Ln Restaurants Basketball lt Court gt 2 9 V 1 F i 3 aiant Ave l 2 Mariani Ave Merritt Dr Merritt Dr Lawson Apple Tree Ln Middle School A Baym z O z lt a 7 w SS Sed a 5 D De Anza Six gt lt m 5 3 lt D D gt Pear Tree Ln lt es lt a D Collins CDC a oD J i D Collins X azaneo Dr ors Forest Ave 5 Elementary as w School nit a g zo 3 5 2 s gt Bad eS v Y E Map data 2013 Google Edit in Google Map Maker Report a problem K 34 YouWinLaw Manual Address Management Management EA Modify Eg Delete wee Management Modify EA Modify Delete Delete selected Contact Address a Delete aS Import Mail Export Merge oo OOIS Import Export Import Export
5. You can customize these views yourself and make windows and columns invisible visible or dissemble and group differ ently Copyright WinYou Law Inc Work Screen FILE 36 o EE TimeSheet Document Automation Calendar Billing Tools Apps A a 2 B wy v an Search YouWinLaw Ole nuWinl aw 20 File Clients Cases Projects Contacts Work Screen File f Open Modify 3 Copy Link Contact Summary Em Delete M cut B Remove Link g Properties Export Print is Refresh iz Paste C Link Bookmarks H Categorize to Excel Management View Tools for Doe Law Office Project Acme Corporation QuickAdd Project Explorer ax ia Project Acme Corporation X 141b x E Ris Project Explorer Acme Corporation Search p Properties Description Contacts Info Contact Tel Fax E Project Stari 5 5 2013 Apple Inc A Search Text H H Apple Inc Cupertino CA 1 Infinite Loop Cupertino CA 95014 Y Filter off p Dear Sir Madam 3 Quick Add 5 5 Clients Cases Files Projects B r Favorites Language English _ bS Lance Peter Nashwille TN Contra Office Headoffice H I Recent Projects Responsible Doe Law Office Acme Corporation Project N 6 Lance Peter Nashwille TN Counterparty Lawyer of counterparty y Other D f Date Type 2 18 2013 Appointment Directors meeting D iw 2 13 2013 DocVersions Ver 1 LOOOO E Draft Contract Document created in Word
6. al sl Get rE First Steps Guide YouWinLaw Manual Online Video Tutorials FAQ Support Email Support About YouWinLaw The Help menu provides several links to help and tutorials Button for direct access to the calendar YouWinLaw Manual Date Fields in YouWinLaw WHAT Is WHERE IN YoUWINLAW 12 The date fields are modified by clicking on the day month year You can also change the date directly or use the arrows Copyright WinYou Law Inc Fee Date User oo 4 2010 2019 j 7 3 2013 E Lance Law v pun 2010 2011 2012 From To Hours Type 00 00 00 00 not specified 2014 205 2016 Rate Total Sales Tax 200 00 0 00 v 2017 2018 2019 2020 Text N Today 7 3 2013 al R Internal use Jan Feb Mar Apr May Jun Aug Sep Oct Now Dec C_ Today 7 3 2013 C Today 7 3 2013 YouWinLaw Manual Management Clients Cases Projects Management This tab includes all commands and functions in relation to New New Client Case Add Search YouWinLaw Dir Contacts C F Rename TS Move m F Delete Project Insert Open yy Favorites Management Currents Cases PROJECTS 13 O x YouWinLaw 2013 for Doe Law Office Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a E Dz User Ta Summary Fg Keywords Y Filter General m wick nm Bookmarks Info M Refresh Properties View Clients Cases Files Projects Proje
7. 4 W 2 12 2013 Travel expen 200 00 Contract y 2 12 2013 Phone calls 67 00 Contract 2 12 2013 3 40 hrs 680 00 E Contract 2 11 2013 Task Tel Mr Brown 2 10 2013 Deadline Draft Contract D T 2 9 2013 Document X0000147 pdf Mail Attachment D 2 8 2013 Document X0000140 msg Outlook Sent Draft Contract Email dragged from 2 3 2013 Task Draft letter of intent 23 2 2013 Notes Telephone Call with Mr Rilman lt gt 8 31 2012 Bill Bill 136 Bill generated as a word document QuickFilter v Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 3525 00 R1000 Wednesday July 17 2013 B Project Acme Corporation X 1px Acme Corporation lt Properties Description 1 Project Start 877 412 7753 DI search Text O Language 877 412 7752 Office Y Filter off gt Sea 877 412 7749 F ouikadd v Project No Status info apple cor 4 t DIM Date Type i P eE 112013 Notes 3 gt iportent Notes FE 2 13 2013 DocVersions Ver 1 LO000146 JL Draft Contract Document created in Word e 5 2 12 2013 Travel expenses 200 00 JL Contract 4 A 2 12 2013 Phone calls 67 00 JL Contract 2 12 2013 3 40 hrs 680 00 JL Contract 2 11 2013 Task JL Tel Mr Brown E 2 10 2013 Deadline JL Draft Contract D A 2 9 2013 Document X0000147 pdf JL Mail Attachment e D 2 8 2013 Document X0000140 msg JL Outlook Sent Draft Contract Em
8. Import and Export on page 130 Import Export Mail Merge Mail Merge So Mail Merge Copyright WinYou Law Inc Click here to modify the selected Contact Address Contacts ADDRESSES iE g v Search YouWinLaw iw 35 a x P 7 YouWinLaw 2013 for Doe Law Office Contact Apple Inc Clients Cases Projects Contacts Work Screen giii HireSee Paci Automation Calendar Billing Tools Apps a a 2 Te DE S i o Refresh Modi B B ga g 1mm Qian Eg Delete New New View Contact Contact Show Person Company Contact Bookmarks Network on Map Export Merge Add View Management Tools YouWinLaw Manual Introduction Work Screen File Introduction All Activities like Fees Documents etc for the opened project are displayed in the Project Work Screen File electronic dossier All Work Screen File entries are registered here all with the same procedure To open an Work Screen entry you can double click it or right click in the Work Screen and select Modify Open from the context menu You can display the detailed information about a project and its properties with a mouse click In the detailed project infor mation you can define the basic data e g Project language Office Users and their functions e g project manager and project specific rates or Sales Tax Keywords etc The client address with all the accompanying information is directly vis ible in the Work Screen
9. Note Enter here as much text as you like This text will be displayed in the Work Screen File table Outlook If checked then deadline is automatically entered in Outlook Copyright WinYou Law Inc YouWinLaw Manual Data Quick Add Bill The program switches automatically to the Invoice overview This overview Summarizes all shows open work expenses and advance payments entries Date Select the desired Date click on the small date icon or type it directly standard display is today s date Template Select the invoice template you want to apply The standard template that was chosen for this project will automatically be displayed Draft Bill Select between Draft and final Bill The Draft Bill selection creates a document in Word without saving it The Word document for a definite Bill is saved in the project PERIOD In this field you can define the period during which the work is billed RATES Overview of the persons who have registered work including the rates and the totals You can modify the rates and the amounts TAX In this field you can adapt the Sales Tax or VAT rate for this invoice EXPENSES Enter the expenses total per type of expense DOCUMENTS Show all documents of an existing bill CURRENCY Change the currency Optional EXCHG RATE Change the currency rate Optional CALCULATE If you press this button the system calculates the new amounts and displays them automatically Text
10. Network R r Search p H Company Address v Apike L Modify a Apple Inc Cupertino CA an hl sf Name Apple Inc Notes Codes NASDAQ AAPL A Codes Business OutLook JL Greeting line Dear Sir Madam v z R Address Canada a Contact Persons Street 1 Infinite Loop 7 Business 877 412 7753 Assistant 877 412 7752 Mrs Smith Country USA v 4 Fax ZIP Postal Code 95014 Business 877 412 7749 4 EMail Cay State Cupertino CA Business info apple com 4 Internet Web site Www w apple com 3 User s 1 active 7 3 2019 1060 E V VVAV 5 FUSE EOE Add On s YouWinLaw Drag Documents Files Links 1 Open the corresponding project in YouWinLaw 2 Drag the document to the DropZone Windows 3 Click OK on the import dialog Document file is inserted in the work screen in selected project TIP You can also drag a document or file direct to the work screen In the Import Dialog you have now the possibility to select the option Create a Link to Document The document is not copied to the YouWinLaw folder only the link to the physical document is inserted in the work screen I A gt Har Search Youwintaw P YouWinLaw 2013 for Doe Law Office Project Lance Peter Nashwille TN Fie Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps oa ff E amp Login u AutoText H Save Layout as D FAQ Home Page
11. Outlook COMPOSE TOOLS amp oOo x Log Journal Possibilities HOME SEND RECEIVE FOLDER VIEW MESSAGE iD Paste YouWinLaw entries _ Search Drafts Ctri E P Current Folder C7 Pop Out X Discard Documents in Windows Explorer i All Unread ByDate Newest C D info apple Ey Eh Documents from Windows Desktop e ee ae A Pascal LS A E 7 f O tl is Dear Sir Madam Subject Cad an Os info apple com Ey Attached PA TE contract Contract None 1 Use the Outlook Menu Message Copy 2 3 E I S Steve Jobs Apple com af Cor SEE TAIE an Context menu doesn t contain any copy 3 ii Rd aon command g fdsfd lt end gt ae 2 In YouWinLaw Work Screen File use the ee s Cut A TI o a ntra ne button Paste The entry is inserted in the Dear Jim Turner lt end gt Copy Work Screen File table as an e mail entry T EA ES E Paste Contract None ee more about turner outloo Select All A An Attachment from an Outlook EMail TE eee reenter a TIP You can also do this directly with DRAG amp DROP 1 2 Right click on the attachment in Outlook to get Mail Calendar People Tasks the context menu and select Copy ITEMS 48 UNREAD 1 In YouWinLaw use the button Paste The entry is inserted in the Work Screen File as a document entry D F Date Type Info Ow Text gt D A 7 19 2013 Docu X0000159 pdf JL Meeting D 7 19 2013 Docu X0000158 msg JL Contract q
12. Category Color Search is Case Sensitive If marked show SubProjects Hide SubProject when switching to another Project Show latest entries first sort order Search on First Level only Integrated mode Open one Project only OOOO Show ProjectName in LogWindow Show ProjectDetails in LogWindow lt K YouWinLaw Manual Introduction Administration TooLs 116 Options Fa notin use vorites Options Cat Press the button Color to select the color In the following window egory Color you mark the desired color and confirm with OK Options In the field Sample a preview is displayed o Category mr gt You can assign a color to the following items Outlook holene COREN a Project Open address Edit Category Normal Activity Log status Select the desired Activity Log status ies e g invoiced ee ea Foreoround Color A Valid for column Select the desired item e g Whole Line Z Example Preview with selected color Color of text Activate check box to apply the color on the text Background color Activate check box to apply the color on the background an ae Copyright WinYou Law Inc YouWinLaw Manual Introduction Layouts H Save Layout as o Activate Layout wa Layouts Save Layout You have the possibility to save and activate different layouts including the color scheme Start layout is used when the program starts H Save Layou
13. Enter here an individual Work Screen File text Include non billable hour Activate the check box if you want the non billable hours to be displayed Interim Bill Activate the check box if you want to create an Interim Bill Op tion See also Final on Page 95 Copyright WinYou Law Inc Work Screen FILE 54 Fee ina 4 Expense Date Template o oy Periodical Fee oreft Omi Ei 8 z pete Ms Cancel Document EMail Period D Jew C Date 2 12 2013 7 18 2013 USD ae 5 import Document Fee 3 40 hour 680 00 aii EE Note Task To Do Periodical Fee of 7 18 2013 Management Fee 90 00 PREDER l Appointment Documents Telephone Fax Postage Travel etc 267 00 Ea Deadline Total Expenses 267 00 E Currency be Total 1 037 00 oT EA Payment Request Payment Ea eeni Bill Reminder Total Amount 1 037 00 0 0000 oo Trust Account Calculate GH WH S Oo Document2 Compatibility Mode Word 7 0 O X HOME INSERT DESIGN PAGE LAYOUT REFERENCES MAILINGS REVIEW VIEW gt Arial 11 7 t E E As Text n ED B I U vaex x E a a t itin TeS AB Arn KK BET S Clipboard A Font F Paragraph Tf Styles G A Appie IMC 1 Infinite Loop Cupertino CA 95014 July 18 2013 Document2 JL JL BILL Invoice No 3 RO Draft Client Acme Corporation Period 2 12 2013 through 7 18 2013 Fee 2 12 2013 Contract 3 40 h 680 00 Total fee 3 40 h 680 00 Management Fee 90 00 Out of pocket expense
14. Fax Web and EMail 28 Rename 17 Contact Persons 29 CONUS 17 Locations Sub Addresses 30 Move 18 Insert 18 P FEJ Gr rreh A lt a Contact Bookmarks ome on Map View 31 voi eae View Contact 31 roperties Properties 19 Contact Bookmarks 31 naa me Contact Network 32 User 20 Refresh 33 Keywords 21 Show on Map 34 Bookmarks 21 Copyright WinYou Law Inc YouWinLaw Manual CONTENT 3 EA Modify Eg Delete Appointment 52 verscenent Management 35 Fal Deadline 53 E Se rt Tools 35 5 Payment 55 Work Screen File 36 r Introduction 36 Request Payment 56 Project Information 37 Columns in Work Screen File 38 Bill Reminder 57 Sorting and Grouping 39 s Filtering 40 55 Trust Account 58 Text Search in Work Screen File 41 Payment on Invoice Clients Account for advance payments 58 View Modify Preferences 42 Open Modify Copy Link Contact poe Delete amp Cut Remove Lini tS Refresh is Paste Link Bookmarks QuickAdd Management Management 59 Quick Add 43 Quick Add 59 Data 43 Open Modify 59 Delete 59 Fee 44 Refresh 59 Co 60 Expenses 45 ae j 60 Paste 61 Se Periodical Fees 46 ane Contac 62 j Remove Link 62 Document E mail 47 nk Bookmarke 62 Document E mail 48 E Summary Fg Properties H Categorize 7 gt Import Document File 49 vew View 63 Summary 63 Note 50 Properties 63 Category 64 Task To Do 51 Copyright WinYou Law Inc YouWinLaw Manual m Export Print to Excel id ro
15. Outlook color in the Work Screen File changes automatically Enter here how long before the appointment you want to before app be reminded Enter here as much text as you like Category Show as in Calendar Free Tentative Busy Out of Office If checked then appointment is automatically entered in Outlook Copyright WinYou Law Inc Date Subject Location Time Category Eiso r 11 00 A 11 30 Work Screen FILE 52 Fee 4 Expense ony Periodical Fee B Document EMail gt Import Document Note Task To Do Ea Deadline En Dott Appointment Owner Doe Law Office w Cancel _ Completed gt Outlook _ Reminder 00 00 Hours before Show as wa YouWinLaw Manual Data Quick Add Work Screen FILE 53 ral d Fee Dea nN e 4 Expense Coy Periodical Fee Document EMail D New Document Version gt Import Document Note Date Select the desired Date click on the small date icon or type it directly Task To Do Standard display is today s date a Apita eadiine Date User Doe Law Office Y Bill User The login user is proposed automatically l EA payment Subject Cancel Reminder Enter the number of days During this period the B aE Work Screen File entry is displayed in a warning color EEEE J aer is aan ga Trust Accoun Done Activate check box when the deadline is finished color See m changes automatically
16. Paragraph T Styles G A Clipboard m Font E Apple Inc Steve Jobs 1 Infinite Loop Cupertino CA 95014 July 19 2013 JL JL Contract Dear Steve Jobs Yours sincerely Doe Law Office 25wo RrRDSs D PAGE 1 OF 1 YouWinLaw Manual Document E mail Create Create E mail ea Create EMail In Document Automation select tab E mail Select an e mail template Select one or more e mail addresses Use the To Cc and Bcc buttons to add the e mail addresses Subject Subject can be automatically created with Bookmarks in the e mail template The Subject will be shown in the Work Screen File Document Entry for the proj ect and will also be inserted in the e mail Click on the button Create Outlook opens with the corresponding template as a new e mail All bookmarks in the template are filled in address subject etc The e mail is saved automatically in Outlook It adds a corresponding entry in the Work Screen File table If Automatic Fee is enabled a fee will automatically be generated Copyright WinYou Law Inc Document Automation we Acme Corporation EMail Templates DOCUMENT AUTOMATION qb x Linked Contacts 2 4 Client Apple Inc Cupertino CA info apple com To Cc Bec amp Jobs Steve 5J Susie Steve Jobs Apple aTo Ce Bec Canada L3R 5G2 Mark info apple com To Ce Bec 4 Canada L R 562 Mark amp Jobs Steve 5 Sic Steve Jobs Apple
17. Responsible Only Projects with the selected user as responsible are displayed Office Only projects of the selected location will be shown Refresh The Project Explorer list will be refreshed re read from the database This can also be done by using the F5 key FA Refresh Copyright WinYou Law Inc YouWinLaw Manual Address Management Contacts Addresses Address Management Our address administration has been conceived particularly for law ait Search YouWinLaw AE SO Contacts ADDRESSES 2 7 YouWinLaw 2013 for Doe Law Office Contact Apple Inc File Clients Cases Projects Work Screen File TimeSheet Document Automation Calendar 24 O x a A O Billing Tools Apps yers and their needs Addresses are used in various contexts There for it is important that they can be found and used easily In You oO B SM RA Refresh amp EF Modify a o FO Sesi leca Q Q Eg Delete a 3u New New View Contat Contact Show Import Mail Person Company Contact Bookmarks Network on Map Export Merge View Management Tools Contact Explorer ax WinLaw the addresses are entered only once and used as Client Matter Case File Project related address as link in the Client Relation Manager in all documents for mailings etc Contact Explorer In the Address List all addresses unless filtered are listed alphabetically Addresses with a plus sign have Contact Persons and or Locations Domicile
18. SB gt Microsoft Corporation USA 98052 7329 Redmond WA Jobs Steve SJ gt Apple Inc USA 95014 Cupertino CA Type Contact Person Contact Person YouWinLaw Manual Address Management amp Ee New New Person Company Add New Person New Company Ee New Company Add Select New Person or New Company YouWinLaw opens an empty address window YouWinLaw distinguishes between company and personal address es Select the appropriate type and the corresponding fields will be enabled disabled Use the tabulator key to switch to the next field Fields like saluta tion will be created automatically but you can change this at any time To create an address in a foreign language you start by selecting the desired language This will then be used for salutations titles etc In some fields salutation title greeting line you can choose from a list or enter the data directly Copyright WinYou Law Inc me SS Vana a O x EA Search YouWinLaw YouWinLaw 2013 for Doe Law Office Contact Apple Inc Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a Q a _O ie Q P oc a Refresh Modi ae eee oe BS ase Eg Delete 34 View Contact Contact Show Import Mail Person Company ontact Bookmarks Network on Map Export Merge View Management Tools Contact x dbx Address Information Bookmarks Linked Clients Ma
19. Styles Editing 1 037 00 0 0000 V A Z A a Ans A lt oard A Font G Paragraph G Styles G a ipple Inc Infinite Loop gt upertino CA 95014 uly 20 2013 locument39 JL JL BILL ore nvoice No 3 R169 Text Indude non billable hours Interim Bill sient Acme Corporation eriod 2 12 2013 through 7 19 2013 Fee Type Info Owner E Text gt A 2 12 2013 Contract 3 40 h 680 00 7 19 2013 Tel Client 0 50 h 100 00 Bill 1037 00 R1000169 JL Total fee 3 90 h 680 00 0 50 hrs 100 00 JL Tel Client AE ae snbi Periodi 90 00 JL Management Fee tool or EEE Travel e 200 00 JL Contract Phone calls 67 00 Travel expenses 200 00 267 00 Phone 67 00 JL Contract Tooo i Balance due in our favour 1 037 00 L 340hrs 680 00 JL Contract Copyright WinYou Law Inc We kindly ask you to transfer the amount due within 30 days PAGE1OF1 74worDs D ENGLISH UNITED STATES 5 E3 FE 100 YouWinLaw Manual Billi Ang BILLING 96 Period Automatically all open fees and expenses are shown Before you define the time period for the work you want to invoice decide Sar whether you want the Non billable Hours entries with rate 0 and amount 0 to be included or not by activating deactivating the Period check box aT ay Documents Date from Enter the desired date for the first billable entry E aoma o PE Date to Enter the desired date for the last billable ent
20. TIP you can do this directly with Drac amp Drop Contacts Info Client A ww Lance Peter Nashwille Th CS Counterparty fF Apple Inc Cupertino C cH Lawyer of counterparty w Remove Link 1 Select the desired contact address in the Contacts window 2 Click on the button Remove Link 3B Remove Link i The contact address is no longer associated linked with the current project Link Bookmarks Link Bookmarks Here are link bookmarks which are visible only in this link combi Fee n CH Link Bookmarks nation My Info Field These fields can be customized Administrator Copyright WinYou Law Inc YouWinLaw Manual Data View Work Screen FILE 63 si E iiia o x Summary IE gt Ear Search Youwintaw 2 YouWinLaw 2013 for Doe Law Office Project Acme Corporation Clients Cases Projects Contacts Document Automation Calendar Billing Tools Apps a a o Properties r P Open Modify EH Copy J Link Contact E Summary E HH Categorize Delete Mcut B Remove Link g Properties QuickAdd r View eC W Refresh ifs Paste CD Link Bookmark Mm Categorize Summary An overview over Hours Fees Work in Progress etc Summary Project Acme c g Summary Type Amount Hours 0 00 Fees 0 00 Expenses w o Flat Exp 0 00 Sales Tax 0 00 Total Work in Progress 0 00 Payments on Account 0 00 Write Off 0 00 Work in Progress net 0 00 Inveiced
21. a Password ie Options r Activate Layout Ca Support Order YouWinLaw DROP ONE 129 a EE GJO gt Libraries Documents Io E Organize v w Open v Share with v Print E mail Burn New folder l Fr Favorites Documents library 2 fees Pokies W Desktop Includes 2 locations k Downloads S r Name Date modifieq Type Size i Recent Places IJ Visual Studio 2010 9 6 2010 74M File folder J WinYou Law 11 18 aye 27AM_ File folder Ge Libraries ADDR_EXPORT tet 10 31410 10 00 Text Document 1KB Documents Bookl csv 19472010 10 40 Microsoft Excel C 1 KB a Music Bookcsv csv 07 2010 10 41 Microsoft Excel C 1 KB Pictures _ cktemplates ckt oo 11 6 2010 9 35PM_ CKT File 8 KB Videos Default rd 10 21 2010 10 02 Remote Deskto 0KB gt P Any document _ 2 E Doc45 pdf a 10 16 2010 5 05PM Adobe Acrobat D 2 KB a8 Homegroup Letter docx 10 17 2010 10 55 Microsoft Word D 27 KB E T WinYouLaw sqldoc 11 7 2010 5 24PM Red Gate SQL Doc 199 KB f E Computer E WinYouLaw_Empty exe 11 10 2010 7 15PM_ Application 508 KB amp 05 C WinYouLaw_Empty sqlpko 11 14 2010 9 23 AM SQLPKG File 19 KB a o ca DATAPARTL baie Application 500 KB C Users JL Documents Letter docx am ww i Letter P Microsoft Word Document Aut Action Copy Document to WinYou Law Document Folder j Date 11 21 2010 Tite Lett
22. a sas 11 12 13 14 15 16 17 34 18 19 20 21 22 23 24 35 25 26 27 28 29 30 31 m 12345 67 37 8 9 10 11 12 13 14 33 15 16 17 18 19 20 21 39 22 23 24 25 26 27 28 Tuesday July 23 2013 a 8 00pm 7 00am 8 00am sa es fhe 12 00pm 1 00pm 2 00pm e 4 June 2013 gt October SMTWTFES SMTWTFS Meeting with Bro 22 26 27 28 29 30 31 1 z 2345678 6 7 8 9101112 9 10 11 12 13 14 15 42 13 14 15 16 17 18 19 23 16 17 18 19 20 21 22 43 20 21 22 23 24 25 26 25 23 24 25 26 27 28 29 27 28 293031 1 2 2 30 993456789 July 2013 SMTWTFES z 123456 z 7 8 910111213 23 14 15 16 17 18 19 20 2 21023 24 25 26 27 31 28 293031 1 2 3 2 45678 910 gt Copyright WinYou Law Inc YouWinLaw Manual Different Calendar views View CALENDAR 93 z9 kisante Close all Alarms Task Calendar m View Close all Alarms Closes all Alarm Windows A Deadline 10 02 2013 Acme Corporation Draft Contract a Close all Alarms Howe Copyright WinYou Law Inc YouWinLaw Manual Billing Under this tab bills are automatically created according to your specifications Bill Date Template oat Om Date 2 12 2013 7 19 2013 Fee 3 90 hour Periodical Fee of 7 18 2013 Management Fee Telephone Fax Postage Travel etc 267 00 267 00 1 037 00 1 037 00 Include non billable hours Interim Bi
23. es pen Project Show Hours gt Refresh Print Weekly View Show Amounts Cd Save View EB Export to Excel Totals only reesei Delete E Monthly View V Billed Entries Ca Restore Eh Save Position TimeSheet View Management Print Export Legend The YouWinLaw Shortcuts are shown in the Legend TimeSheet sta Fee time from sto Fee time until h Hours of fee nt Intern Expenses Shortcuts ial doer ss Start Stop ca Carriage 13ca 13 Carriage Se ca Carriage co Copies 13co 13 Copies co Copies f Fax f Fax 13f 13 Fax mis Miscellaneous i 7 e Reimbursement mis Misc 13mis 13 Miscellaneous Expenses jee re Reimb 13re 13 Reimbursement ere t Tel 13t 13 Telephone tr Travel 13tr 13 Travel Expenses YouWinLaw Manual Expenses Shortcuts TimeSheet FO Open Project dit TimeSheet GE oe imeSheet TimeSheet Show TimeSheet TimeSheet Open Project Selected Project in the TimeSheet list will be opened Open Project Edit The selected entry from the Timesheet list is read into the data entry window again and can be modified f Edit Delete The selected entry from the Timesheet list will be deleted x Delete Copyright WinYou Law Inc TIMESHEET 70 il amp Search YouWinLaw 7 YouWinLaw 2013 for Doe Law Office TimeSheet e d es Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps
24. 00 00 0 50 100 00 Tel Client Lance Peter Nashwille Fee 00 00 075 150 00 Contract Lance Peter Nashwille Fas 3 00 QuickFilter Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 YouWinLaw Manual Overview Overview Currently selected highlighted project in the Project Explorer TIP You can toggle switch between the Project Explorer select another project and the Timesheet with the Tab key Data input different possibilities Normal text full text Autotext Shortcuts Enter defined Autotext e g sof This is converted into study of files TimeSheet Shortcuts Specialized shortcuts for entering fees hours minutes From To etc or costs see follow ing page You can combine these 3 different input types Example e Meeting with Mr Brown 3h Timesheet generates a fee entry 3 0 Hours with the text Meeting with Mr Brown e sof Contract 25m Timesheet generates a fee entry 25 minutes with the text Study of files sof is a autotext for Study of files Copyright WinYou Law Inc TimeSheet x we Contract Lance Peter Nashwille TN Contact Date el 7 19 2013 H Owner Doe Law Office Smart Data Entry Field using Fee and Expense Shortcuts AutoText normal Text Day Week Month Working hours Holidays P
25. 2 Drag the task to the DropZone Windows 3 Click OK on the import dialog Task is inserted in the work screen in selected proj ect Copyright WinYou Law Inc Home Send Receive 428 xX 3 E ee New New New Delete Task E mail Items New Delete 4 My Tasks To Do List Jj Tasks Folder View Add Ins E fai Meeting S X Reply Reply Forward a More All Respond Manage Task W Today Y Tomorrow W No Date Mark Remove Complete from List This Week W custom 7 Prioritized p t Move OneNote Categorize DRopZONE 126 fa DropZone WinYou Law 1 BH B Finda contact Address Book Addto J Evernote 4 0 Find Evernote Search To Do List Ctri E Arrange By Flag Due Date Type a new task Due date Starts on 11 26 2010 due on 11 26 2010 Priority Normal Filter applied A Reminders 6 a This Week F a D Date v Type JA gt 4 November 2010 gt Su Mo Tu We Th Fr Sa St 2s 4 SG 9 1 16 23 30 7 ing SQL 8 00 AM 10 00 AM Arrange By Flag Due Date Type a new task Add Language DK YouWinLaw Manual Add On s YouWinL n s YouWinLaw DROPZONE 127 Drag Outlook Notes 1 Open the corresponding project in YouWinLaw CERLE otes win7 jl ag Microsoft Outlo T DropZone WinYou Law Folder View Add Ins 2 Drag the note to the DropZone Windows s 5 A meow y g
26. 21 22 23 24 35 25 26 27 28 29 30 31 es SMT TWTFS 12345 67 8 9 10 11 12 13 14 33 15 16 17 18 19 20 21 39 22 23 24 25 26 27 28 Tuesday July 23 wn 12am eng th oe fee 80 Saturday July 27 33 11 12 13 14 15 16 17 3 18 19 20 21 22 23 24 35 25 26 27 28 29 30 31 September 2013 M TWTFS 234567 8 9 10 11 12 13 14 3 15 16 17 18 19 20 21 33 22 23 24 25 26 27 28 40 29 30 S 1 33 11 12 13 14 15 16 17 3 18 19 20 21 22 23 24 35 25 26 27 28 29 30 31 3 8 9 10 11 12 13 14 33 15 16 17 18 19 20 21 39 22 23 24 25 26 27 28 40 29 30 October 2013 October 2013 October 2013 SMTWTFS SMTWTFS SMTWTFS 40 12345 40 12345 6 7 8 910 1112 42 13 14 15 16 17 18 19 43 20 21 22 23 24 25 26 4 27 28 29 30 31 1 2 33456789 a 6 7 8 9101112 42 13 14 15 16 17 18 19 43 20 21 22 23 24 25 26 27 28 293031 1 2 es 3456789 a 6 7 8 910 1112 42 13 14 15 16 17 18 19 43 20 21 22 23 24 25 26 4 27 28 29 30 31 1 2 543456789 o x YouWinLaw 2013 Calendar YouWinLaw 2013 Calendar OE LO mert foL sas 4 July 2013 gt SMTWTFS vf 123456 z 7 8 910 111213 23 14 15 16 17 18 19 20 3 21 22 23 24 25 26 27 245678 910 33 11 12 13 14 15 16 17 bihkb ba eie 3 18 19 20 21 22 23 24 tana at 3s 25 26 27 28 29 30 31 YouWinLaw 2013 Calendar 5 LO meer
27. Address Codes EMail Telephone and Fax numbers as well Tel Fax EMail Edit Contact Person as notes Specially defined fields like Birthday etc are also available Sy Delete Contact Person You can assign individual address codes to every contact person Cancel You can even assign this contact person to a location i e you will only Contact Person see this contact person in context with this location in the address A Contact Person that is assigned to a location will show up yellow in the Mr Mrs feds Codes Address List and you will only see the Contact Person under this Location Title s If the Contact Person is not assigned specially to a Location this will be First Steve shown as a red icon in the Address List This Contact Person can there LastName Jobs fore be used in the Address of any Location when creating a letter etc Job Title 7 Initials SJ Tel Fax EMail Salutation Dear Steve Jobs y S inana Business SteveJobs Apple com Location ka CEO Address Canada amp Contact Persons Initials a EMail ey Business Steve Jobs Apple com Copyright WinYou Law Inc YouWinLaw Manual Address Management Add Locations Sub Addresses You can have more locations addresses to one contact like other offices branches Select the desired address in the Address List In the Address Win dow click on the button Modify click on button Addresses select
28. Addresses You see the Contact Persons Locations by clicking on the plus signs You can open the address details by a double click on the address in the address list If there are links to contact persons and or other domiciles those are displayed under the selected address Search in Contact Explorer If you want to search in the Address list you can type the first letters of the name of the Company or Person in the search field of the address list The first address that corresponds to the search argument is selected You can switch to the next corresponding entry with the F3 key QuickSearch Type the first letters of the Name or First name of the Contact Person or of the Company Name in the search field Press the button Search on the right or press the F4 key Now the entire database is searched and the result is displayed in the QuickSearch window Select the desired address and press the button Open It will be added to the address list in bold type opened and can now be edited normally Those temporary bold type address es remain in the address list until it is refreshed or the program is restarted Copyright WinYou Law Inc em Project Explorer Contact Explorer Search p Contacts Addresses ea Apple Inc Cupertino CA Gore Al Nashwille TN e Lance Peter Nashwille TN bse EI Microsoft Corporation Redmond WA Quick Search steve Contact Ballmer Steve
29. Contact C Link Bookmarks version L Delete Create Management Project Contact Links Version Management om steve Search Results o H Recent searches 7 X Advanced options 7 J Open file Close idl Save search location search Options vyv steve x Date modified 7 19 2013 6 37 PM JL Contract Dear Steve Jobs Yours sincerely Doe Law Office 2 C Users Jan My Documents YouWinLaw Autodoc 000000 000500 000003 Authors L0000150 docx Date modified 7 18 2013 10 05 AM Apple Inc StevelJobs1 Infinite LoopCupertino CA 95014 July 18 2013JL Size 15 2 KB JL Contract Dear Steve Jobs Yours sincerely Doe Law Office 2 Authors C Users Jan My Documents YouWinLaw Autodoc 000000 000500 000003 d E YouWinLaw Manual Document E mail Management DOCUMENT AUTOMATION 79 Preview Docu Preview x ment CE Contract LO000150 docx i CAWUserdani Documents YouWinLawAutoDoc000000 000s0000000 30000 Freview Document Apple Inc Steve Jobs 1 Infinite Loop Cupertino CA 95014 July 18 2013 JL JL Contract Dear Steve Jobs Yours sincerely Doe Law Office Change Title Modify the document title of the selected document Date Document Title Date Tile Date 7 18 2013 oe cone af Change Title Date Copyright WinYou Law Inc YouWinLaw Manual Document E mail Management Security Tab Security from the properties dialog La Security Import Do
30. Date Delimiter Ss Logical values True False Time Delimiter Thousand Separator Currency Symbol w O File preview The wizard has made some guesses about where your field breaks occur If they are not correct you can make adjustments now Apple Inc 1 Infinite Loop 95014 Cupertino CA USA Microsoft Corporation One Microsoft Way 98052 7329 Redmond WA USA 2817 West End Avenue 37203 Nashwille TN USA s lt _ lt sax _ net gt _Jf gt gt YouWinLaw Manual Add On s YouWinLaw On the next screens you can check the results Use back to correct anything before the final import to YouWinLaw with the Execute button Before you close this dialog switch to YouWinLaw and check the imported contacts If you are not Satisfied you can switch back to the import dialog shown here and click on the Undo Import button to undo the import Copyright WinYou Law Inc Mappings Set field mappings to specify the correspondence between fields in the source and destination files GreetingLine Company Field5 FirstName Field3 MiddleName LastName Field4 Initials JobTitle Street Field6 Data preview Please check your data before importing Import Contacts Journal No of contacts found 3 Importing Apple Inc Microsoft Corporation Al Gore f ir rist red Switch to WinYou Law Contact Explorer c
31. Favorites J Acme Corporation Acme Share Purchase H U Recent Projects d Acme Corporation jg Acme Share Purchase Te J Widget Manufacturing QuickFilter n YouWinLaw Manual QuickSearch QuickSearch If you know only part of a name you can also type this part manu and then click the Search button or press the F4 key Now the entire database is searched and the search results appear in the dialog Quick Search Select the desired project and click on the button Open This Project is shown in the list as Searches and can now be processed normal ly The search projects will remain in the project list until refreshed or a restart of YouWinLaw You can assign a search project to your favorites by selecting this in the project list and click on the button Favorites Many commands are also available in the context menu of the Project Explorer right click on a project Project Explorer 1x B Project Explorer Contact Explorer Search manu pD El Searches if Acme Corporation Widget Manufacturing Favorites mp Acme Corporation Acme Share Purchase 1 0 Recent Projects Acme Corporation jg Acme Share Purchase Copyright WinYou Law Inc Currents Cases Projects Project Explorer 1x B Project Explorer Contact Explorer Search manu p E B Clients Cases Files Projects a y Favorites O Acme Corporation Acme Share Purchase Hl Recent Projects
32. Info Field My Info Field These fields can be customized Administrator Copyright WinYou Law Inc YouWinLaw Manual Document E mail Version Management DocuMENT AUTOMATION 84 L i omment MB amp O Gay Search Youwintaw YouWinLaw 2013 for Doe Law Office Project Acme Corporation Om File Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing oo App m E AEN 5 Preview Document 7 Import Document fe amp gt Link Contact Comment ciel F Delete D a e 2 Change Title Date Ci Show Documents ee ER Remove Link Version Management Ve rs O nN M a n a g e l l e nt pecs pieces mci since PDF becomes Danz E Explore Folder caia coats von A oase i New Version Here you can create new versions of a document From the selected Document a new version will be generated Ea These are continuously Ver 2 3 etc renamed the title remains Hira _ into jow F Tex IP the same B CE 7 20 2013 a DocV Ver 2 10000 IL E Draft Contract I Document created i in Word gt Version In the comment you can add any text or comments to the new 4 CE 2 13 2013 L Doc Ver 1 LOOOD JL Draft Contract Document created in Word 4 CE 2 12 2013 L Doc L0000139 doc JL Draft Contract Document created in Word version In the Work Screen File table the latest ver
33. Name Enter the project name or parts of it e g int Log No DocumentNo BillNo Enter the company name or in case of a personal Acme Corporation Acme Corporation address the first name Name The search is performed in second line of the company name or last name Enter the second line of the company name or the last name of a person In the Activity Log field you can enter the following criteria Invoice Enter the invoice number e g 2381 for 10002381 Document Enter the document number e g 5691 for L0005691 Enter the Activity Log number e g 356 Activity Log entry i Acme Share Purchase Acme Corporation Acme Share Purchase Ready You can use wildcards The character or allows you to search for text parts Thus the statement a found in the Project Name field all projects that contain a inthe name After having entered the desired data you click the button Search or use the enter key Select and double click the desired entry or click on the button Open The Project is automatically opened in YouWinLaw and selected Copyright WinYou Law Inc YouWinLaw Manual Introduction Tools Find Expert i Find ih Standard fe Conflict Check 1 Select and double click a search criteria you can use the arrow key Your selection is displayed immediately 2 Select the conditions The conditions vary according to the
34. Recent Projects H Acme Corporation ma ag Lance Peter Nashwille hy Click on the button New Case and enter the name of the New Case Project for Lance Peter Nashwille TN sub project child El In the dialog title you see the name of the currently selected parent project Click on OK to create the new sub project Many properties of the parent Client Project will be auto matically applied Project Explorer Ax fe Project Explorer Contact Explorer Search D E B Clients Cases Files Projects El Favorites a Acme Corporation Acme Share Purchase GK 4 Recent Projects iq Acme Corporation Gg Lance Peter Nashwille TN gt Contract _ Copyright WinYou Law Inc YouWinLaw Manual Menu Management m Fp Rename TS Move E F Delete Project Insert Open Favorites Management Open Open Rename Ea oy Rename t Delete Fg Delete Project Favorites Favorites Management Select the client project which you want to open You can also just open it by double clicking the project name Rename selected Project Delete a selected highlighted project in the Project Ex plorer All corresponding entries in the journal log will be definitively deleted All subprojects are also deleted Select a project and click on the Favorites button The proj ect will be added to Favorites in the Project Explorer When you c
35. Reminder 00 00 Hours before Show as v Copyright WinYou Law Inc YouWinLaw Manual Data Tools Export Print to Excel s Tools Tools Export to Excel in the journal log to Excel Export to Excel EH S5 HOME d D Faste B I Clipboard Ma Al A Rd fermi 7 Type 1 11 2013 JL E INSERT 7 19 2013 JL 7 19 2013 JL 7 18 2013 JL 7 18 2013 JL 7 18 2013 JL 7 18 2013 JL 7 18 2013 JL 7 17 2013 JL 2 13 2013 JL Work Screen FILE 65 Click on the button Export to Excel to export the current view Existing filter search text in Work Screen File are active IB amp gt Har Search Youwinlaw YouWinLaw 2013 for Doe Law Office Project Acme Corporation oe Clients Cases Projects Contacts Work Screen File r ap cument Automation Calendar Billing Tools Apps a a 2 4 Open Modify EB Copy Link Contact Summary a X 3 x Delete X Cut B Remove Link ws Properties c Boot A Refresh Paste Cd Link Bookmarks H Categorize 7 ae eal Management View Tools Bookl Excel 7 Ff OF x PAGELAYOUT FORMULAS DATA REVIEW VIEW _ Load Test Sign in A Em Insert gt A EF General 7 7Y EX Delete a FN NEEE amp A gt 9 g 9 Conditional Formatas Cell a P Sort amp Find amp Formatting Table Styles E Format Filter Select Font Ta Alignment F Number a Styles Cells Editing a fe Acme Corporation C D E F 6
36. The E mails are stored as separate documents msg in the YouWinLaw Documents Folder AutoDoc This means you have a separate copy of these emails in the YouWinLaw Work Screen File Copyright WinYou Law Inc YouWinLaw Manual Data Management Work Screen FILE 62 Link Contact 1 Select the link type in the contacts window FW iE amp O search YouWinLaw YouWinLaw 2013 for Doe Law Office Project Lance Pe cs File Clients Cases Projects Contacts 3 File TimeSheet Document Automation Cale g Link Contact g a Open Modify E 2 Copy E Link Contact E Link Contact Y Contact Summary cs 2 a ne Contact Address in the De oan cut CERRO mopeties ontac Xp orer om z Refresh is Paste CD Link Bookmarks Categorize to sensed ae Management View Tools 3 Click on the button Link Contact ra e B Project Acme Corporation B Project Lance Peter Nashwil _ Ti Project Explorer Bese Contact Explorer Lance Peter Nashwille TN Search J pa _ Properties Description J ontacts Info Project Star 7 14 2013 Language English Office Headoffice Doe Law Office The desired contact address is now linked with the current project This link is also visible in the Al Mashvstle TR Document Automation Window see also LE Lance Peter Nashwile TN Mi KC tion Redmond WA Link Contact on Page 8 a to TT Date Type Info Ow E Text There are no items to sh
37. Tools Delete Project lt Insert M a Keywords Y Filter New New Open R General m Quick Client Case yy Favorites Ty Bookmarks nfo Ter Refresh Adi Apps Project Acme Corporation X E Project Explorer Co xplo Acme Corporation Copyright 2013 WinYou Law Inc All rights Properties CA Clients Cases Files Projects Project Stai 5 5 2013 Apple Inc Favorites Language English m j 1 Infinite Loop J Lance Peter Nashwille TN Contract Office Headoffice Cupertino CA 95014 J 0 Responsible Doe Law Office Dear Sir Madam a Sem v f co Lawyer of counterparty E Lance Peter Nashwille TN La C Date Type 1 11 2013 Notes Importent Notes 7 26 2013 Deadline Judge Smith 7 23 2013 Appoin 11 00 12 30 Meeting with Brown 7 22 2013 Task Contract 7 20 2013 Trust A 900 00 Our Bill 2343 Payment from Clients Account 7 20 2013 Payment 900 00 Payment from Clients Account 7 20 2013 Trust A 2 000 00 Payment 7 20 2013 Remin M1000173 docx 7 20 2013 Reques KV000172 docx 7 20 2013 Bill 1037 00 R00001 iw 7 20 2013 DocVer Ver 2 L00001 Draft Contract Document created in Word D 7 19 2013 Docum Outlook Acme Corporation 3 JL D iw 7 19 2013 Docum L0000163 docx Contract GS 7 18 2013 Trust A 1 355 00 Payment D 7 18 2013 Docum Outlook Acme Corporation 3 JL right 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019
38. also available You have different ways of entering your entries You can enter minutes e g 45m decimal hours e g 0 5h or amounts directly e g Total Fee tf250 00 In the TimeSheet you can enter time periods from to or stop start your working time Expenses are entered in amounts e g 5 50co for 5 50 copies Copyright WinYou Law Inc ial chit YouWinLaw 2012fo DoeLaw Office TimeSheet Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a Open Project E Daily view Show Hours Pa Refresh Print EE Edit Weekly View Show Amounts CS Save View Export to Excel C Totals only TimeSheet a E Delete Monthly View M Billed Entries f Restore F4 Save Position TimeSheet View Management Print Export Legend Project Explorer qx B Project Acme Corporation TimeSheet X dbx 3 fee Project Explorer Contact Explorer M Lance Peter Nashwille TN Fee Search D Expense Date 7 19 2013 H e E M Clients Cases Files Projects Ely Favorites Owner Doe Law Office 7 i a oo Jashwill Ci trai pp e isi sell Tana Smart Data Entry Field using Fee and Expense Shortcuts AutoText normal Text gales Tax GAS Recent Projects H B Acme Corporation Language English f Lance Peter Nashwille TN N aii Day Week Month Working hours Holidays Project Type From To Hrs Amount Expenses Text Acme Corporation Fee
39. amount in the displayed currency and press the tabulator key The amount will be automatically converted in the system currency and listed in the field Amount Close with the ok button CREATE PAYMENT Press the button Create Payment the payment advance payment is created automatically see Payments KPayment on Bill on Page 99 See also Trust Account on Page 10 Copyright WinYou Law Inc Work Screen FILE 58 Fee oe Expense Coy Periodical Fee Document EMail gt Import Document Note Clients account v Task To Do Appointment Date 7 18 2013 BF MNAE il Deadline Currency Amount asia Bill 2 0000 Ti Account Ea Fayment Text Request Payment Payment Bill Reminder Payment on Invoice OnAccount _ credit Balance USD 1 355 00 Amount USD 0 00 Create Payment a YouWinLaw Manual Data Management f Open Modify 3 Copy Link Contact x Delete QuickAdd tS Refresh Management Quick Add o gt QuickAdd Open Modify ra Open Modify Delete Delete Refresh i Refresh x Cut 2 Remove Link it Paste CO Link Bookmarks Management Quickly add an Work Screen File entry Modify Open selected Work Screen File entry Delete selected Work Screen File entry Refresh the Work Screen File reread from database Copyright WinYou Law Inc noe S OG o D w gye Work Screen FILE 59 File Work Screen File f Open Modify EB Copy P
40. c To Cec Bec cs Counterparty Lawyer of counterparty 4 cH Other d Es Microsoft Corporation Ret info microsoft com To Ce Bec amp Ballmer Steve SB A Steve Ballmer micro To Cc Bec To Steve Jobs Apple com Language E a Ce info apple com Bee GB Subject Acme Corporation 3 JL Save automatically C Automatic Fee og Create FORMAT TEXT REVIEW EH O Acme Corporation 3 JL Message HTML 7 Ff MESSAGE INSERT OPTIONS Times New Re 12 AA in B I U f E 35 4 Paste a m WW Y A SS Y Clipboard Ta Basic Text p To Steve Jobs Apple com Cl info apple com Send L _ Subject Acme Corporation 3 JL Dear Steve Jobs 2 3 s gt Attach File gt Follow Up Q I i WS Attach Item l High Importance Address Check Zoom Book Names Signature Low Importance Names Include Tags G Zoom 76 YouWinLaw Manual Document E mail Create Send Docu 1 ments Send Documents 2 3 4 4 Copyright WinYou Law Inc Select one or more Documents in the Work Screen File table that you want to send with Email Click on Send Documents The dialog Create EMail opens Select e mail template Select Contact Address Use To Cc and Bcc buttons to assign the E Mail Addresses to the respective fields To Cc Bcc You can change the document name Send word documents as PDF You
41. can convert the documents automatically to PDF Click on the button Create EMail The Outlook email dialog opens email ad dresses subject title other Bookmarks and all attachments are automatically inserted Here you can assign more email addresses from your Outlook address book D Sma ae am 7 17 2013 we Acme Corporation DOCUMENT AUTOMATION Create EMail d Client 4 H Apple Inc Cupertino CA Business amp Jobs Steve 5 Business a Apople E J Canada LIR 562 Markham ON Susi as com 4 E Canada L3R 5G2 Markham ON amp Jobs Steve S5 Susiness coo Counterparty Lawyer of counterparty 4 Other r Fs Microsoft Corporation Redmond WA Sue info microsoft com amp Ballmer Steve SB Anvete F Save Automatically C Automatic Fee a HS O t amp z AcmeCorporation 3 JL Me HH O X MESSAGE INSERT OPTIONS FORMAT TEXT REVIEW i Calibri A A Ge gt Q EF BSI ul c 3 Paste Names Include Tags Zoom Y ay A z he Y Clipboard m F zoom A Tow info apple com Cc Subject Acme Corporation 3 JL Attached Q Contract 0000150 docx 15 KB oO See more about info apple com a A YouWinLaw Manual Steve Ballmer microsoft com Send Word Documents as PDF Create EMail Document E mail Management x S Preview Document 5 Import Document pD L Change Title Date C Show Documents Open Convert Document Docu
42. criteria They can signify e g a selection address codes language search words etc a date ora time period between and a text etc 3 To start the search you press the button Search 4 Select and double click the desired entry or click the button Open 5 The desired item is automatically highlighted in YouWinLaw and can be opened by a double click Info If you want to deactivate a search criterion or delete it select it in the window and click on the arrow button If you want to deactivate all the search criteria click the double arrow button E g if you are looking for a telephone number you can enter it with a percent sign in front and behind 211 05 in the Access version instead of the sign you type a star Combine search criteria You can combine certain search criteria e g in the Activity Log section date of a Activity Log entry and Activity Log text Save Expert Search You can save your single search configurations Proceed as follows 1 Select and double click a search criterion you can assign it with the arrow key Your selection is displayed 2 Select the conditions 3 In the field at the left of the button Save you enter the title of the search 4 Click on the button Save Copyright WinYou Law Inc TooLs 107 h wSearch OE Searcheriteria Standard Expert Conflict check E 01 Address MailMerge z Logtype is equal or H 02 Address Fee E 0
43. generated as a word document Task done etc When you point to the icons with the mouse the relevant information will be shown Directors meeting YouWinLaw Manual Sorting and Grouping Sorting and Grouping B Project Acme Corporation X Acme Corporation Properties Description Contacts Info 5 5 2013 English Headoffice Doe Law Office 3 Active Contact Tel Fax EMail 4 Tel A Search Text Business 877 412 7753 Assistant 877 412 7752 _ Fiter off Quick add 877 412 7749 F Type t D Date v Columns D EE 2 13 2013 Sort Ascending DocVersior gt Type Draft Contract Document created in Word Yv 1px MAlA Ja 4 Work Screen FILE 39 When you right click a title column it displays the columns context menu 4 W 2 12 2013 Travel expe Sort Descending gt Type Contract y 2 12 2013 Phone call Contract 2 12 2013 3 40 hrs e E Contract 2 11 2013 Task Tel Mr Brown i 2 10 2013 Deadline JL Draft Contract D A 29 2013 Document X0000147 pdf JL Mail Attachment D 2 8 2013 Document X0000140 msg JL Outlook Sent Draft Contract Email dragged from Outlook p 2 3 2013 Task JL Draft letter of intent 23 2 2013 Notes JL Telephone Call with Mr Rilman 8 31 2012 i Bill 3525 00 R1000136 JL Bill 136 Bill generated as a word document 4 2 18 2013 Appointment 09 00 JL Directors
44. i Lance Peter Nashwille TN ae quikadd Bf Acme Corporation is v E B Lance Peter Nashwille TN P F 1 11 2013 Notes JL Importent Notes Era 7 26 2013 Deadline JL Judge Smith T 23 2013 Appoin 11 00 12 30 JL G Meeting with Brown 7 22 2013 Task JL Contract BS 7 20 2013 Trust A 900 00 JL Our Bill 2343 Payment from Clients Account Ea 7 20 2013 Fayment 900 00 JL Payment from Clients Account BS 7 20 2013 Trust A 2 000 00 JL Payment z 7 20 2013 Remin M1000173 docx JL 7 20 2013 Reques KVOO0172 docx JL 7 20 2013 Bill 1037 00 ROOOO1 JL 4 CE 7 20 2013 DocVer Ver 2 L00001 JL Draft Contract Document created in Word D 7 19 2013 Docu Outlook JL Acme Corporation 3 JL 4 CE 4 19 2013 Docum LOOO0163 docx JL Contract aa 7 18 2013 Trust A 1 355 00 JL Payment QuickFilter G 7 18 2013 Docurn Outlook JL Acme Corporation 3 JL v Copyright 22013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 Sunday July 21 2013 YouWinLaw Manual Introduction Layouts TooLs 119 Color Styles B E O Hie Search Youwintaw YouWinLaw 2013 for Doe Law Office Project Acme Corporation ze Tools Apps om a 7 Clients Cases Projects Contacts Work Screen File Time Sheet Document Automation Calendar Billing Ce Activate Layout amp L
45. is applied Modify Amount 67 00 Note this can not be undone Cancel Open Ez t Ji YouWinLaw Autodoc 000000 000500 000003 v rch 000003 Organize v New folder fil Ere Name Date modified Type Size B Desktop RO000170 docx 7 20 2013 12 24PM Microsoft Word D 16 KB BR Downloads M R1000170 docx 7 20 2013 12 24PM Microsoft Word D 16 KB 1 Recent places Libraries Documents d Music Pictures y File name GFO le leny v Word Files doc v YouWinLaw Manual Billing BILLING 98 Currency Bill with foreign Currency Option If a foreign currency has been selected as project currency ii it is automatically displayed when you create an invoice The sa amounts are listed according to the standard exchange rate of the corresponding currency Exch Rate 0 0000 To change currency or exchange rate you have to adapt the fol lowing fields Currency Standard display is the project currency Se lect the desired currency Exch Rate You can overwrite the displayed exchange rate in this field Calculate If you press this button the system calcu lates the new amounts and displays them automatically The advance payments are not concerned by exchange rate modifications at the creation of a bill Copyright WinYou Law Inc YouWinLaw Manual Payment 5 Payment Advance Write Off on Bill Payment Payment Payment on Bill Payment on Bill Advance Payment P O
46. meeting Owner CEN t D IM Type Info Tet P B Owner JL Date Today LE Date This Year E Notes D CE amp DocVersions Travel expenses Phone calls 3 40 hrs K Task Copyright WinYou Law Inc E Importent Notes Ver 1 L0000146 doc E Draft Contract Document created in Word 200 00 Contract 67 00 Contract 680 00 Contract Tel Mr Brown Importance T The column will depending on whether with a check Se oo BLE conSubType mark or not be visible invisible oe You can choose whether you want to sort or group by Type the selected column Info Show the ing fi Owner grouping field Memo Text Flag LogNo Grouping field You can drag the column title with drag and drop to the grouping field In the example below we have the column heading owner as the first drawn into the grouping field this is grouped by the initials of the owners In the second column we have date This makes the Work Screen File also a quick analysis reporting tool If you also use the filter function and or the search you will receive individualized very compre hensive information Of course you can print out the result see also Print on You can save these settings see also View Modify Pref erences on Page 4 YouWinLaw Manual Filtering Work Screen FILE 40 Filtering TIP Permanent Filter window When you click on L the window is always kept open Clic
47. menu Tools is then automatically disabled Restart YouWinLaw 2013 to activate any changes ose _ Copyright WinYou Law Inc YouWinLaw Manual Introduction Administration TooLs 113 AutoText You can use shortcuts in all Text fields of YouWinLaw and in the TimeSheet You can use the same shortcut for all languages The shortcut is automatically entered in the correct language project gi AutoText language The shortcut text can contain up to 255 characters Select the language with the button Language AutoCorrect Create Shortcuts C Personal AutoCorrect Language Englisch 1 Type the new Shortcut in the field Replace E pg 2 Type the full text you want to be displayed in the field With 3 Click on the button Add to save the new shortcut Shortcut Text a ee al pst ab language of the shortcut you want to create with the Modify Shortcuts D i mi Double click the desired shortcut in the list Modify the shortcut and or the ail Lindel text in the Replace and With field ici le Save the modification with Modify ee Delete Delete Shortcuts Close Select the desired shortcut and click on Delete Personal Shortcuts Activate the check box Personal AutoCorrect Now you will see your personal shortcut list The personal Shortcut overrule the system shortcuts To add or change personal shortcuts proceed as described above Your administrator can disable the modif
48. piai rer bon will be visible again apes Search p 2 k SSS whe Copyright WinYou Law Inc sss ___aragenent_roperies g Project Explorer Customize Quick Access Toolbar Show Quick Access Toolbar Below the Ribbon Minimize the Ribbon YouWinLaw 2013 for Doe Law Office O Re Document Automation Calendar Billing Tools Apps v a YouWinLaw Manual Fast Program Switching and Support The two icons in the Ribbon on the right enable the quick change to other programs or the access to various help options J amp New New Client Case Add urera z Ea Search YouWinlaw Hie nts Cases Projects Contacts h PF Rename F3 Move eS Delete Project el Insert Open Favorites Management Word Excel Outlook Access PowerPoint Internet Explorer Notepad Explorer Customize S YouWinLaw searches automati cally for the standard programs installed you can add other software or links yourself Status Bar xz OOO O a User FA keywords YouWinLaw 2013 for Doe Law Office Work Screen File Document Automation Calendar m E Summary Y Filter Info fs Refresh View Customize C Program Files Microsoft Office Offi Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 Link to YouWinLaw homepage Copyright WinYou Law Inc Billing WHAT IS WHERE IN YouWInLaw 11 Tools Apps
49. proposed automatically Reminder Enter the number of days During this period the Work Screen File entry Done Note Outlook is displayed in a warning color Activate check box when the deadline is finished color display in the Work Screen File changes automatically Enter here as much text as you like This text will be displayed in the Work Screen File If checked then deadline is automatically entered in Outlook Copyright WinYou Law Inc CALENDAR 91 E insert New Appointment New Task ToDo New Deadline Today amp Resource Editor Print Search for Clients Cases Files Projects lanc i gt ir Favorites gt a4 Recent 4 4 Search Result Dynamic Search YouWinLaw Manual Different Calendar views New Deadline Calendar Views Different Calendar views CALENDAR 92 YouWinLaw 2013 Calendar OE YouWinLaw 2013 Calendar OSs YouWinLaw 2013 Calendar OE 4 July 2013 b SMTWTES 7130 12345 6 z 7 8 9 10 1112 13 29 14 15 16 17 18 19 20 EEEE ZER 27 31 28 29 30 31 Monday Jul 22 Tuesday Jul23 Wednesday Jul 24 Thursday Jul 25 Monday July 22 730123456 z 7 8 910 111213 23 14 15 16 17 18 19 20 3 21 22 PE 24 25 26 27 August 2013 SMTWTFS August 2013 August 2013 SMTWTFS SMTWTFS 245678 910 245678 910 27345678 910 33 11 12 13 14 15 16 17 3 18 19 20
50. to amp amp To Manager eS Feige Contact D A 9 JA D ean Up 7 eam E mai one ress Boo X5 Clean U A Team E mail Jf D 6 w Book New Delete Reply Reply Forward 7 2 Move Rules OneNote Unread Categorize Follow E mail Items amp Junk All a More Ee Reply amp Delete iz Create New aur X X Read X Up Y Filler E mail New Delete Respond Quick Steps F Move Bind Su Mo Tu We Th Fr Sa s e a Se J Support WinYou Law 9 07 AM share it order number 348489615 This e mail was generated by a mail handling system Please do not reply to the address listed in the From field Please read the CUSTOMER SERVICE section for answers to your questions FEEEEEEE EEE EEE EEE EEE EEE EEE EEE EEE FE HT FETT EEE ETE HEHEEEHEETE SEK EEEEEEEEEEE Dear Valued Customer Thank you for placing an order with share it Your credit card MasterCard has been debited with EUR 69 00 Please note that your card statement will list DRI WWW ELEMENTS INFO information on the delivery in a separate e same time as this e mail C Users JL AppData Local Temp tmpC212 msq Action Copy Document to WinYou Law Document Folder Date 11 21 2010 v Title Outlook Inbox Payment information share it order no 348489615 Lo _concet_ t D Date Type Info 0 I Text 11 21 2010 Document X0000169 msg JL Outlook Inbox Payment information share i lt FW How to Choose a Go
51. 1060 iii iis Sunday July 21 2013 D mD o ae ee EO et IM Copyright WinYou Law Inc YouWinLaw Manual Introduction Support FAQ Ca Support Help oo CL pport Help D First Steps Guide Help Online Video Tutorials FAQ Support Email Support About YouWinLaw m be La 0 Copyright WinYou Law Inc IE A O Fae Search Youwinlaw Contacts Work Screen File TimeSheet z Clients Cases Projects TooLs 120 Qe YouWinLaw 2013 for Doe Law Office Project Acme Corporation i endar Billing Tools Apps a a 2 amp e a Password Options CS Activate Layout Conflict Reports Pivot Administrator IB Accounting X EMail Support y Enter Activation License Codes FAQ C3 Support Order YouWinLaw ae AutoText H Save Layout as rH Home Page Help Administration Layouts Support YouWinLaw YouWinLaw Manual Introduction Support TooLs 121 Copyright WinYou Law Inc YouWinLaw Manual Introduction YouWinLaw TooLs 122 Home Page IB O7 Ha Search Youwintaw YouWinLaw 2013 for Doe Law Office Project Acme Corporation zA Daler tonici Clients Cases Contacts Screen File TimeSheet Document Automation pili a a 2 a ft amp Login Sic AutoText H Save Layout as FAQ Home Page A Enter Activation License Codes a Password ite Options Ce Activate Layout Eg Support Order YouWinLaw YouWinLaw O
52. 3 1415 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Som oh oR oo OB July 2013 SM TWTFS5 a 123456 2 7 8 9 10 11 12 13 TIP You can move entries with the 2 SS mouse change the start time or end 28 29 30 31 time or move the entry to another user o0 Aostan owner 123 45678910 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1234567 o p gu 10 LH Rico Tooltip with the main information to the entry Copyright WinYou Law Inc YouWinLaw Manual Introduction Insert Task List Displays all appointments tasks and deadlines in chronological order Task List Copyright WinYou Law Inc Date a 2 10 2013 2 11 2013 2 18 2013 Ff22f2013 4 23 2013 11 00 7 26 2013 Type Deadline Task Appointment Task Appointment Deadline Tasks Appointments Deadlines Us Project Name JL JL JL JL JL JL Acme Corporation Acme Corporation Acme Corporation Acme Corporation Acme Corporation Acme Corporation Description Draft Contract Tel Mr Brown Directors meeting Contract Meeting with Brown Judge Smith CALENDAR 88 YouWinLaw Manual Introduction New Appointment D Q wmn NeW Appointment Appointment Project Press any key to search for a project p OK Date 7 19 2013 Er Owner Doe Law Office JL Cancel Subject Complete
53. 3 Contact Person z Searching in 04 Activity Log Condition 1 Logtype equal Fee w Save Delete Export Search Logentries E Acme Corporation Acme Corporation 02 08 2012 0 50 hrs Telephone Call to Mr Brown 07 08 2012 3 00 hrs Draft and research H 12 02 2013 3 40 hrs Contract 19 07 2013 0 50 hrs Tel Client 26 07 2012 2 50 hrs Setup Meeting 30 07 2012 4 00 hrs Meeting with Client and Mr Rilman ee E a 1 ON n N E A O E a YouWinLaw Manual Introduction Tools Search 1 2 Conflict Check 3 if 4 Conflict Check 5 Select the type of search in the field Type In the field Search enter the search criteria Click on the button Search to start the conflict check Select and double click the desired entry or click the button Open The desired item is automatically selected in YouWinLaw and you can open it with a double click You can combine the search criteria for a conflict check indi vidually e g following the proposals of the Administrator Copyright WinYou Law Inc i wSearch Searchceriteria Standard Expet Conflict check Type Standard 2 w Search for brown Standard 2 Address contact person project logtext Open Print Export p Projects Logentries Acme Corporation Acme Corporation 02 08 2012 0 50 hrs Telephone Call to Mr Brown 11 02 2013 Task Tel Mr Brown TooLs 108 YouWinLa
54. 4 362 00 Payments received 3 323 00 WIP AYR 1 037 00 Client s Account 1 355 00 Properties Properties of the selected Work Screen File entry SS Ce Properties oo Seay Company 1 Lognumber 157 edi 2 Date 7 18 2013 Owner Debit No accounting Doe Law Office v Status Credit Invoice VAT 0 v Apply Copyright WinYou Law Inc YouWinLaw Manual Data View Work Screen FILE 64 Category To assign a category to an entry in the journal log click on the button Category In the Sub Menu select your category yva Reset Category My Categories gt ma Categorize Choose Modify Category Color to change your own catego AaBbCcDdFfEeGg Important ries AaBbCcDdFfEeGg Red AaBbCcDdFfEeGg Yellow In the dialog Categories Color select the appropriate catego EEE Highton ry You can not change the category name in certain categories CENE Read first 6 are fix but the last 5 are available en ae AaRhi e MaAPFE aa Options Category Valid for column Edit Category Foreground Color Background Color Sample OK Cancel Apply Appointment t D Date Type Info Ow E Text gt te 1 11 2013 Notes JL Importent Notes Date 7 19 2013 B Owner Doe Law Office v a BB 7 19 2013 Docu X0000159 pdf JL Meeting Subject TS 7 19 2013 Docu X0000158 msq JL Contract Location C Completed gt Outlook Time 10 00 10 30 C
55. 9 2013 e 718 2013 y Fe 2 12 2013 4 y 2 12 2013 2 12 2013 Billing Template This is the default template for the selected project You may select a different template Normal Bill Date Template Draft Date 2 12 2013 7 19 2013 Fee 3 90 hour Periodical Fee of 7 18 2013 Management Fee Telephone Fax Postage Travel etc eA S an a z g Se x I gt Gar Search Youwintaw YouWinLaw 2013 for Doe Law Office Project Acme Corporation aca Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a E ER E Draft Final EA 5 p E E a f Open Modify g Billing Delete Ig Rates pyment Advance Write Off Payment Bill Trust Periodical pn Bill Payment Request Reminder Account Fees t amp Refresh Billing Payment Management Properties e Final The bill is saved all related records fees expenses payments are assigned to this bill and marked as billed e Draft Bill is generated but not saved The draft bill creates a document in Word with out saving it All entries remain unbilled Bill 267 00 H S O R1000169 docx Compatibility Mode Word fH OO xXx 1 037 00 HOME INSERT DESIGN PAGELAYOUT REFERENCES MAILINGS REVIEW VIEW a X Arial a SE A a Exch Rate fi Br Uuvax x BEIE a z5 te 5 ay i k x S pm A
56. Bookmarks pata meas ee Security User Access Copyright WinYou Law Inc YouWinLaw Manual Menu View Ta E Summary 0 Y Filter Quick Info M5 Refresh View Quick Info 0 View Quick Info Projekt The dialog will show you the most important information about the current project The information comes from the master data project properties These can be edited here the master data is updated automatically This dialog shows you the following informations Project Name Responsible eg Responsible partner case owner project manager Project Language Project Status Project Description Info Field Filing Information Actual YouWinLaw User normally same as logged in user See also General on Page 19 The window shows you a comprehensive cost expense payment information about the current project WIP Work In Progress and A R Accounts Receivable shows the current balance of the project Info The summary is always displayed in the currency of your database Copyright WinYou Law Inc iE amp Search YouWinLaw YouWinLaw 2013 for Doe Law Office OE i Clients Cases Projects Contacts o Work Screen File ocument Automation Calendar Billing Tools Apps a a FH Rename B Moe Fg User Es Ed Tig Delete Project amp Insert Tag Keywords New New f General m a ee Gient Case yy Favorites ay MyData Info meg Refresh Add Management Prop
57. Conflict Reports Pivot Contact Explorer 2 ae eae A Administrator E Ac Tools Reporting Administration g Project Explorer ax i S Search Be s 4 i Gi Gients Cases Files Projects g ol Favorites Seese i Lance Peter Nashwille TN Contract el TO Recent Projects I 5 Acme Corporation _ f Acme Share Purchase 6 Lance Peter Nashwille TN Minimize the window e g aS a tab on the side X closes the window JaJo dx3 peuo Fe Copyright WinYou Law Inc Too is 117 z as a D x TW 6 A O Gar Search Youwintaw QF YouWinLaw 2013 for Doe Law Office Project Acme Corporation Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a Q a fh amp Login ae AutoText a Save Layout as o gt FAQ Home Page a Password m Options CS Activate Layout a Eg Support Order YouWinLaw Find Conflict Reports Piv jot ane Help 7 SNE X Check Administrator E Accountin X EMail Support fl Enter Activation License Codes Tools Reporting Administration Layouts Support YouWinLaw Project Explorer X Press and hold the left mouse button E Project Explore en on a header in this case the Project Search Explorer Drag the header to the g oA a rid new desired location Miscellaneous Bw Favorites x Lance Peter Nashwile TN Contract arrows appear as a tool for the el TO Recent P
58. DO connection VCalendar Data file vcs Excel file xls Advantage table adt Lotus 1 2 3 file wk1 DBISAM table dat QuattroPro file wq1 Clarion table dat SPSS file sav OpenOffice spreadsheets odt 3 Select import format Import from File C Users JL Documents ADDR_EXPORT txt 4 Select file folder or database Trim values File Origin Copyright WinYou Law Inc YouWinLaw Manual Add On s YouWinLaw 5 Select delimiter txt file 6 Select data formats 7 Inthe file preview click on a header and select a corresponding field for the YouWinLaw database Do this for all fields that you want to import When finished click on Next Copyright WinYou Law Inc Select the appropriate delimiter used to separate the fields in the data file File preview The wizard has made some guesses about where your field breaks occur If they are not correct you can make adjustments now E Fieldi Field2 v Field3 Field4 iil Ey Fe 2 105 1 Number 3 109 1 Gore Mr_Mes Title Company FirstName MiddleName LastName Initials JobTitle lal GreetingLine Street AOE ae WinYou_ContactNo WinYou_ProjectNo IMPORT AND EXPORT 133 Firstrow 1 Last row Dates Times and Numbers Date Order Decimal Symbol Show file header Four Digit Years Leading Zeros in Dates
59. E eg m mE OG Co o mw g Expense k Periodical Fee Document EMail Import Document Mote Task To Do Appointment Deadline Bill Payment Request Payment Bill Reminder Trust Account YouWinLaw Manual Data Quick Add Expenses Work Screen FILE Coy Periodical Fee X Document EMail D New Document Version gt Import Document Note Expenses Task To Do Date Select the desired Date click on the small date icon or type Appointment it directly standard display is today s date Date 7 18 2013 IY User Doe Law Office v al Deadline E Bill User The login user is proposed automatically Cancel sa Expense Select the type of expense you want to enter ao Amount Bill Reminder Miles If you have selected travel expenses type here the number 0 1 00 BE trust Account of miles The expenses total is automatically entered in the ee field Total peas Number If you have selected Total Copies you enter the number of ToT una be copies The expense total is automatically entered in the P field Amount Amount Type here the total amount of the selected expense Sales Tax Text Standard display is the Sales Tax or VAT Rate of the project Can be modified for an entry The corresponding text You can use text shortcuts You can enter fees and expenses in the Timesheet Copyright WinYou Law Inc YouWinLaw Manual Data Quick Add Periodical Fees An overview over all peri
60. EEEEEEEEETETETEFTSE SESE EEEEEEEEEEETETSE share it order number 348489615 SEEKS EHESEHEHEEEEESEHEEHEEEEEESESEHEEEEEEEHEETEEEEETHE SESSA EAEEEEEEAEEHEETEESE This e mail was generated by a mail handling system Please do not reply to the address listed in the From field Please read the CUSTOMER SERVICE section for answers to your questions SESE E EEE EHEESEEEESEEEHEEHEEEHEEAEEHEEHEEEEHEEEEESE SEEK HKAEEEAEEHEHEEEEEEEEE Dear Valued Customer Thank you for placing an order with share it Cu Your credit card MasterCard has been debited with EUR 69 00 Please note that your card statement will list om 8 A Tasks Calendar Contacts is Ca fa DRI WWW ELEMENTS INFO You will receive detailed information on the delivery in a separate e mail that was sent at the same time as this e mail 4 November 2010 gt Su Mo Tu We Th Fr Sa mi 2 35 456 7 8 9 10 11 1213 14 15 16 17 18 19 20 121 22 23 24 25 26 27 28 29 30 i 2 No upcoming appointments gt Arrange By Flag Due Date e A Type e a new task There are no items to show in this view v Q See more about Sales WinYou Law A a Items 5 Copyright WinYou Law Inc Unread 3 A Reminders 6 YouWinLaw Manual Add On s YouWinLaw DROPZONE Drag Outlook E Mails and Attachments 1 Open the corresponding project in YouWinLaw iy a 2 Drag E Mail or at
61. EJ Address Information E Bookmarks Linked Clients Matters Projects Network F Contacts Addresses 2 H one merosot Wa 1 H H Apple Inc Cupertino CA Microsoft Corporation Redmond WA Name Sion Capii Notes Codes Nasdaq MSFT A Codes Business Newsleti Owner JL Greeting line Dear Sir Madam v P s 1 Address 57 Research Contact Persons Street One Microsoft Way 452 882 8080 Country USA v i 452 706 7329 ZIP Postal Code 98052 7329 City State Redmond WA info microsoft com www microsoft com 8 http moneycentral msn com detail stock_qui amp v QuickFilter v Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 aim J Sunday July 21 2013 Copyright WinYou Law Inc YouWinLaw Manual Add On s YouWinL a a a IMPORT AND Export 139 Export YouWinLaw Contacts to Excel Import Outlook Contacts to WinYou Law Contacts port Contacts to WinYou Law Contacts 1 Select Export YouWinLaw Contacts to SRST RENT Eaa Excel and click on Next acts to Outlook Contat 2 Follow the instructions on screen Deleting Selected all Addresses Filling Table ADDR_EXPORT with data 3 Records created Finished generating data r a WY File Home Insert Page Layout Formulas Data Review View Add Ins Team Design A Q o ep se l _ See amp Calibri Ju 7A a Por Wrap Text General z 557 iA oq af N
62. ENIT oo fee Clipboard m Font F Paragraph TG Styles G A Apple Inc 1 Infinite Loop Cupertino CA 95014 July 20 2013 KV000172 docx JL JL Acme Corporation Dear Sir Madam We kindly ask you to transfer the amount described below as an advance payment towards anticipated legal cost Advanced Payment 500 00 Yours sincerely E PAGE1OF1 49WORDS I ENGLISH UNITED STATES 5 ES Ex YouWinLaw Manual Management Bill Reminder E E Bill Reminder BILLING 101 Reminder Date 7 20 2013 B7 Date Select the desired Date Standard Currency Exch Rate Amount Canl display is today s date uso v 0 0000 0 00 i me F pre Amount Enter the amount amount 1200 Type 1 Remin al MOSA Deadline o Type Select the type of reminder by clicking on the field and on the corresponding line selection possible if several types have been installed Deadline Insert the Deadline in the corresponding field Text In the text fiel n enter any tex want ox oe ee a has enera pe Bou ani HHS Oo M1000173 docx Compatibility Mode Word O x HOME INSERT DESIGN PAGE LAYOUT REFERENCES MAILINGS REVIEW VIEW r m Arial eqn j a EE A ED B I Uvacx x WEE 2 Se S ABM Avda NK Qe All The document is now created in Word and can be edited It is cippoard n ron j Paragraph zemes m automatically saved and registered in the project Apple Inc 1 Infin
63. F 9 ql Refresh Srel View Contact Contact Contact Bookmarks Network View View Contact es View Contact Contact Book marks FH Contact Bookmarks Show View Select the contact address which you want to view The register Contact Bookmarks shows other details about this contact address like birthday or branch codes etc In the security fields you have the internal address number status can be changed to inactive address who created this address and date last changed by and date This fields can be customized Copyright WinYou Law Inc Address Information Contacts ADDRESSES 31 E General My Info Field Newsletter Start Date My Info Field These fields can be customized Administrator El Security Status Created sa 14 05 2008 Last changed by JL 17 07 2013 Bookmarks Linked Clients Matters Projects Network IE amp Fae Search Youwintaw 7 YouWinLaw 2013 for Doe Law Office Contact Apple Inc Om Clienti csr Fiais ars ctirr TimeSheet Document Automation Calendar Billing Tools Apps a a 2 fe l fq Refresh amp Z Mody Oy Ee J RJ Q EB S SS New New View Contact Contact Show Import Mail Person Company Contact Bookmarks Network on Map Export Merge Add View anagement Tools EE Contact Al Gore X E 10x E Address Information E Bookmarks Linked Clien
64. H J K L D Info Notes Document Document Trust Account Importent Notes X0000159 pdf Meeting X0000158 msg Contract 1355 Payment 1037 00 R1000154 docx Outlook Acme Corporation 3 JL Outlook Contract LOOO0150 docx Contract Notes Notes Brown DocVersions Ver 1 LO000146 d Draft Contract Document created in Wo Document Document Document L YouWinLaw 2013 Copyright WinYou Law Inc YouWinLaw Manual Data Tools Print You have different possibilities to print from the Work Screen File Print Copyright WinYou Law Inc Print Selected Entry Print List Acme Corporation Doe Law Office JL Work Screen FILE 66 Print Preview 7 19 2013 10 59 1 11 2013 JL otes Importent Notes eee You can even jain cn a p e ane this peu can even Show this dialog when opening he projet ___ when opening the project 7 18 2013 3L__ TrustAccoun 1355 00 sd 7 18 2013 JL Bill 1037 00 R1000154 doc eS B Project Acme Corporation X Acme Corporation ee Description Contacts Info Contact Tel Fax EMail Next Page Prev Page t D M Date t amp 1 1 2013 BE 7 18 2013 7 18 2013 D 7 18 2013 D 7 18 2013 D E 7 18 2013 amp 7 17 23 D CE 2 13 2013 2 11 2013 Fe 2 10 2013 D A 2 9 2013 D 2 8 2013 2 3 2013 amp 22 2013 8 31 2012 2 18 2013 Notes Trust A 1 355 00 Bill 1037 00 R10001 Docum Outlook Docum Outlook Docum L0000150 doc
65. Keywords Y Filter New Mew Open General n Quick Client Case Favorites l Bookmarks Info Ts Refresh Add Management Properties View WHAT IS WHERE IN YOUWINLAW 10 a a Apps T t lick th left click t dd IEJ amp O7 Gar Search Youwintaw 27 YouWinLaw 2013 for Doe Law Office O CUS omize CHIC e small arrow or e CCK ON an ICON to a Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing y p m E T TS Move Bg User E Summary Hy Search YouWinlLaw Sh sii aia 5 Fg Delete Project Insert Tae Keywords 0 O Y rier New Open General m Qui beard E yr Favorites I MyData Add Management Properties Customize Quick Access Toolbar Timesheet a i B Project Explorer Contact Explorer serch e QuickAdd Categorize Search Database More Commands Show Below the Ribbon Minimize the Ribbon Here you can switch the default commands on and off The menu item More Commands opens the Customize dia log With the tab Quick Access you can assign other com mands You can also position the toolbar below the Ribbon IEJ amp Gar Search Youwintaw QF Clients Cases Projects Contacts Work Screen File TimeSheet Furthermore you can minimize the whole Ribbon for a small Project Expl ax screen this certainly makes sense click on a tab and the rib EOE es x roje
66. Ld eE start to move a window it appears PANES automatically _ Enable Window Caption rd e to move combine or remove windows aa nal Besani z a Ue Activate Layout TABLE _ Show Group By Box E save Settings Layout of the Work Screen File table WM Restore Defaults Here you can save your own layout or restore the original ones Bill Doc grouping lt gt Copyright WinYou Law Inc YouWinLaw Manual Data Quick Add o QuickAdd Q u C k Ad d You can insert entries directly in the Work Screen File Click on Quick Add Data B Project Acme Corporation J IE amp Ps EE Search YouWinLaw PF YouWinlLaw 20 a Clients Cases Projects Contacts Work Screen File Fa Open Modify Ey Copy ee Link Contact E E Summary Delete As Cut cB Remove Link Ce Properties jt Refresh is Paste CID Link Bookmarks Management View Hoa OGM h O m y Pe Copyright WinYou Law Inc Categorize Fee Expense Periodical Fee Document EMail New Document Version Import Document Note Task To Do Appointment Deadline Bill Payment Request Payment Bill Reminder Trust Account 7 17 2013 m PE 27 13 7013 a Contacts Info co Client H E Apple Inc Cupertino CA cS Counterparty co Lawyer of counterparty Work Screen FILE 43 Jq b x Contact Tel Fax EMail Qo e Faem otes Brown Sl Draft Contract Dnorument created in Wo
67. Legend Edit Weekly View Show Amounts Lg Save vi Export to Excel Totals only necne x Delete Monthly View Billed Entries Cy Restore q Save Position TimeSheet View Managemen Print Export Legend o EE Print Preview 7 19 2013 15 21 TimeSheet 19 07 2013 Doe Law Office JL Acme Corporation 0 50 hrs Cos 0 00 _100 00 Tel Client Lance Peter Nashwille TN 0 75 hrs aod 150 00 Contract C osl zool 150 00 C ia aml snn E 97 rs Book1 Excel amp O x exported to Excel T H ook Exce HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW Load Test Team Sign in A Export to Excel me X P f Inset gt X A Calibri eis s V amp General Hel E fee Y at Fa m C pea F at a an aaa w 7 a a e B I U H gt SStes s 9 99 onditional Format as e ae in Y 2 E eE Formatting Table Stylesy BE Format Filter Select Clipboard Font G Alignment 5 Number 5 Styles Cells Editing A Al X fe 7 19 2013 Doe Law Office v A B c D E F G H a 1 7 19 2013 Doe Law Offike Doe Law Office 7 2 3 Bd Type Bf info m TG 7 Fee Expense 4 Acme Corporation Fee 0 50 hrs 100 00 Tel Client 0 50 100 00 5 Lance Peter Nashwille TN Expenses Fax 3 00 6 Lance Peter Nashwille TN Fee 0 75 hrs 150 00 Contract 0 75 150 00 7 8 9 L 10 11 12 13 K Eon YouWinLaw 2013 Copyright WinYo
68. Link Contact E Summary Delete Mut B Remove Link Properties QuickAdd Management View IE gt Har Search Youwintaw 7 YouWinLaw 2013 for Doe Law Office Project Acme Corporation A Refresh f Paste C Link Bookmarks H Categorize 7 6 x TimeSheet Document Automation Calendar Billing Tools Apps a a 2 Export Print to Excel g Tools Fee Expense Periodical Fee Document EMail New Document Version Import Document Note Task To Do Appointment Deadline Bill Payment Request Payment Bill Reminder Trust Account YouWinLaw Manual Data Management Copy selected entry in Work Screen File to the windows clip Entries can be inserted into the same YouWinLaw Project entry will be duplicated Entries can be copied into another project Document Entries can be copied to an outlook e mail as an attachment Here the document name is automatically renamed Title unique document number Select the Document Entry in Work Screen File 1 Click on the button Copy 2 Inthe e mail within the text window right click to get the context menu and select Paste You can also copy Document entries to the Windows desk top or in Windows Explorer we supports Windows stan dards TIP You can also do this directly with DRAG amp DROP Cut selected entry in Work Screen File to the windows clip Copy board E5 Copy Cut board og Cut In this cas
69. Microsoft Word D 16 KB TIP DRAG amp Drop from here to an e mail J Downloads E Recent places Libraries B Documents ad Music Pictures y cnc YouWinLaw opens the Windows Explorer with the AutoDoc Folder for the selected Project RIQE 000003 o Home Share View ao I g 4 Cut ms A Pas ci J New item p Open FA Select all Me Copy path i i E Easy access A Edit 55 Select none Copy Paste _ Move Copy Delete Rename New Properties a Paste shortcut to to folder le History oo Invert selection Clipboard Organize New Open Select T di a YouWinLaw AutoDoc 000000 000500 000003 w E Search 000003 Pp r T ai Mame Date modified Type 5 B Desktop LO000139 docx 4 24 2013 9 30 AM Microsoft Word D a Downloads B L0000146 docx 42472013431 AM Microsoft Word D TE Recent places n 0 docx 7 18 2013 10 Wicrosoft Word D HR t pla N L0000150 do 7 18 2013 10 05 AM M ft Word D M L0000163 docx 7 19 2013 amp 37 PM Microsoft Word D Libraries R1000136 docx 4 24 2013 9 34 AM Microsoft Word D ES Documents E R1000154 docx 7 18 2013 11 18 AM Microsoft Word D a Music X0000140 msg 2 13 2010 12 08 PM Outlook Item E Pictures T X0000147 pdf 1 25 2010 1 26 PM Adobe Acrobat D E Videos wo ot m EE es 8 items Copyright WinYou Law Inc YouWinLaw Manual Document E mail Project Contact Links p s oe Link Contact T Remove Link View ream Project Contact Links View Contact S
70. New Location Modify or Delete a Location Select Manage Locations then in Selected Locations click on the Location Click another time and an edit window will show up Now you can change the Location name You can also change the order of the Locations Select a Location use the arrow buttons to move the Location up or down Automatically create a Project from the Address YouWinLaw can create a new Project based on the Address data when you save a new address YouWinLaw proposes the name first name or the company name and the city as project name You can modify or just confirm the project name The new project is immediately listed alphabetically in the project list and opened In the Document Control Center the entered Address is automati cally assigned to the new Project as a client address Click No if you want save only the address Copyright WinYou Law Inc 30 Contacts ADDRESSES Fi Manage Locations E ERRER an ar Change Address View Cancel Cancel Address Address Canada amp Contact Persons Street 4 Tel Business 1 800 263 3394 a EMail Country Canada w Business info apple com ZIP Postal Code L3R 5G2 City State Markham ON Add Change Locations Existing categories Selected Locations Branche Delete Private Other YouWinLaw 2013 Do you want to create a project with this Contact YouWinLaw Manual Address Management View PA
71. Show Import Mail Switch to WinYou Law Contact Explorer Person Company Contact Bookmarks Network on Map Export Merge and check the imported contacts before you Add view cae dose this o o E IE E3 Address Information T Click on undo import to undo the import g Project Explorer E Contact Explorer H Company Address v English v vr 452 882 8080 452 706 7329 ZIP Postal Code City State info microsoft com www microsoft com http moneycentral msn com detail stock_qui v Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 Sunday July 21 2013 YouWinLaw Manual Add On s YouWinLaw Import Contacts from a file or database IMPORT AND EXPORT 132 1 Select Import Contacts to WinYou Law Contacts and click on Next 2 Click on Import Contacts button vr File Format This wizard allows you to specify details on how you would like to import data Please select the file format of the data you would like to import gt z va a file txt Paradox file db HTML file htm html y Word file doc DBase file dbf XML file xml sar MS Windows dipboard MS Access database mdb Windows Address Book A
72. Spd YouvVinLaw Manual F O O W M e YouWinLaw is developed by WinYou Law Inc We are a software engineering company that has focused exclusively on the development of YouWinLaw YouWinLaw is programmed with Microsoft Visual C same as Word and Excel and uses Microsoft SQL Server 2008 2012 as a real client server database the Personal and Workgroup Edition uses the flat Mi crosoft Access database format YouWinLaw runs on Windows 7 Windows 8 and supports Word 2010 2013 and Outlook 2010 2013 The software is protected by copyright Win You is a registered trademark and protected accordingly All other trademarks or product names are property of their respective owners 2013 WinYou Law Inc All righs reserved CONTENT 2 Content me Oo nr Ts Refresh What is where in YouWinLaw 8 View View 22 Ribbon 9 Quick Info 22 Quick Access Toolbar 10 Summary 22 Fast Program Switching and Support 11 Filter 23 Date Fields in YouWinLaw 12 Refresh 23 Clients Cases Projects 13 Contacts Addresses 24 Management 13 Address Management 24 Project Explorer 13 Contact Explorer 24 Search in Project Explorer 13 Search in Contact Explorer 24 QuickSearch 14 QuickSearch 24 k 5 o FO aaia Add 15 nar arma Add 5 Menu 15 New Person 25 New Client 15 New Company 25 New Case 16 Automatic check of duplicate Addresses 26 ao Automatic City Zip Postal Codes 26 __ eee Address View 26 oe ee Notes 26 Management Management 17 Hadas 57 open 7 Phone
73. TN Contract H I Recent Projects 5 is Acme Corporation YouWinLaw 2013 a Acme Share Purchase tee m Widget Manufacturing NNA 6S Lance Peter Nashwille TN LE FS Do you want to move Widget Manufacturing to Contract B Project Explorer Contact Explorer Search P 5 5 Clients Cases Files Projects Gyr Favorites bS Lance Peter Nashwille TN Contract H I Recent Projects ia Acme Corporation H S Acme Share Purchase 5 5 Lance Peter Nashwille TN YouWinLaw Manual Menu Properties CLIENTS Cases PROJECTS 19 m Bs User IE 8 O7 ae Search Youwinlaw 9 YouWinLaw 2013 for Doe Law Office DE Clients Cases Projects Contacts E eSheet Document Automation Calendar Billing Tools Apps A A E FH Rename B Mov nm Bookmarks Tig Delete Project Inse New New Open A Properties ro e r N Client Case Fr Favorites Add Management Properties View E Summary Eo y Filter General In the window Details you see all the project properties e Client project number cannot be modified cael Precis e Location of the project e Start of project todays date at opening Acme Corporation e Responsible e g responsible partner case owner proj General ect mana g er Billing General Properties e Project language _ Projectnumber 3 e Status KEREN Responsible Doe Law Office v e Description Project d
74. Tax or VAT rate with the arrow key Owner Select the desired user with the arrow key Type Select the desired type of periodical fee with the arrow key Description Enter the text to be displayed Copyright WinYou Law Inc BILLING 103 Overview Periodical Fees From 7 18 2013 Period Quarterl Annually Lee Every two months ae Half a year Monthly Once l Sales Tax Description Management Fee Feriod Modify Delete Feriodical fees By 7 13 2013 Be Owner Accounting 90 00 Doe Law Office D Type E not specified kd Overview Periodical Fees Description Amount Quarterly Management Fee YouWinLaw Manual Properties BILLING 104 IB amp gt Har Search Youwinlaw YouWinLaw 2013 for Doe Law Office Project Acme Corporation ig Rates Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a 2 a z i 4 Open Modi illin h Gewese ages cole Properties ro pe r les Sere commer i ae Saree Tat a Billing Payment Management Properties Billing With the different billing properties you have the possibility for Project Properties different settings General na A r oe cme Corporation a oning eaaa Create Bili User Keywords Bookmarks Data Fields Security User Access C Internal Project C Billed Locked No Accounting eBilling ae F Project P
75. Tel Client Acme Corporation Fee 00001 00 00 0 50 100 00 Lance Peter Nashwille Fax 3 00 Lance Peter Nashwille Fee 00 00 00 00 0 75 150 00 Contract Day Week Month Working hours Holidays Project 15 07 2013 21 0 Mon Tue Wed Thu Fri Sat Sun Total A Acme Corporation 0 00 0 00 0 00 0 00 0 50 0 00 0 50 0 00 0 00 0 00 0 00 100 00 0 00 100 00 Lance Peter Nashwille 0 00 0 00 0 00 0 00 0 75 0 00 0 75 0 00 0 00 0 00 0 00 150 00 0 00 150 00 Total Hours 0 00 0 00 0 00 0 00 1 25 0 00 1 25 Total Amount 0 00 0 00 0 00 0 00 250 00 0 00 250 00 v Day Week Month Working hours Holidays Project 01 07 2013 31 0 Hrs Fee FlatF No Hrs Am External Acme Corporation 0 50 100 00 0 00 0 00 0 50 100 00 Lance Peter Nashwille 0 75 150 00 0 00 0 00 0 75 150 00 Total external 1 25 250 00 0 00 0 00 1 25 250 00 YouWinLaw Manual Expenses Shortcuts Print Export Ly Print Export to Excel w Print Export Print Displayed List in TimeSheet will be printed H Print Export to Excel Displayed List in TimeSheet will be TIMESHEET 72 ey ae i a DB gt 4 I amp Gar Search Youwintaw YouWinLaw 2013 for Doe Law Office TimeSheet Ca Fie Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a 2 z9 Open Project E Daily view E Show Hours me Refresh Print Show
76. To 31772013 a 4 H save Close Last Month This Year Last Year Manually Copyright WinYou Law Inc YouWinLaw Manual Text Search in Work Screen File Work SCREEN FILE 41 Text Search in Work Screen File Enter Search Text either initials or a word word fragment in the search text field After each letter the messages in the Work Screen File are immediately filtered ie only entries which contain these letters are shown All columns are searched ee Project Acme Corporation q gt bx Acme Corporation lt to Properties Description Contacts Info Contact Tel Fax EMail Project Start S2013 ca Client Language English Fs Apple Inc Cupertino CA z Office Headoffice cs Counterparty T Filter off ponsible Doe Law Office cm Lawyer of counterparty ouick Addy l ca Other Type Info Owner E Text gt M1772013 Notes JL Notes Brown 2 11 2013 Task JL Tel Mr Brown Copyright WinYou Law Inc YouWinLaw Manual View Modify Preferences Work Screen FILE 42 View Modify Preferences d Ea K Click on view or just move the 72 mouse over it Window layout within the Work The view window opens screen File Search Text Y Fite 0 z You can save or enable different layouts e Select Windows Caption to move the quick Add window group or to delete them View ee TIP Use the button dock If you
77. a A Q pen Projec Show Hours gt Refresh HB Print E Show Legend L Edit Weekly View Show Amounts C3 Save View Export to Excel Totals only eaaa E Delete E Monthly View V Billed Entries f Restore Eh Save Position TimeSheet View Management Print Export Legend YouWinLaw Manual Expenses Shortcuts View Weekly View Monthly View Billed Entries View Show Hours Show Amount Day 33 Daily View Week Weekly View Month Monthly View Hours Show Hours Amounts Show Amounts Billed Billed Entries Refresh wa Refresh Copyright WinYou View Tab Day is shown Tab Week is shown Tab Month is shown Shows Hours in the Weekly list Shows Amounts in the Weekly list Shows billed entries in the daily list Refresh the TimeSheet List reread from database Law Inc pb File TimeSheet TIMESHEET 1 Search YouWinLaw 7 YouWinLaw 2013 for Doe Law Office TimeSheet Document Automation Calendar Billing Tools Apps A A 2 71 o EE z E9 Open Project B Daily view Show Hours Refresh 5 Print A Show Legend Edit Weekly View Show Amounts g Save View Export to Excel Totals only peca Delete Monthly View V Billed Entries Restore Eh Save Position TimeSheet View Management Print Export Legend Day Week Month Working hours Holidays Project Type From To Hrs Amount Expenses Text
78. ai en AY Ry Ga m Fill Paste B Z T ob X BS E EE a Merge amp Center 9 39 00 Conditional Format Cell Insert Delete Format Sot amp Find amp F sn a a F EE Ell Mero k 00 gt 0 Formatting as Table Styles v Clear Filter Select Clipboard G Font F Alignment F Number F Styles Cells Editing g F TATAEE a Adri useri LastNankd GLEN v Company Lan Street i ELET v City vi Counthd Salutation iy O Y BusinessPhorb E Y Ass EJ 102 1 Apple Inc 1 Infinite Loop 95014 Cupertino CA USA Dear Sir Madam 877 412 7753 8 3 105 1 Microsoft Corporation One Microsoft Way 98052 7329 Redmond WA USA Dear Sir Madam 452 882 8080 ral 109 1 Gore Al 2817 West End Avenue 37203 Nashwille TN USA Dear Albert Gore 5 6 7 8 9 10 11 ad M 4 gt M Sheeti Sheet2 lt Sheet3 3 Meloo M O ial FAI Gl E Copyright WinYou Law Inc YouWinLaw Manual Add On s YouWinLaw Export YouWinLaw Contacts to Outlook Just follow the instructions in the dialogs Task Tools Home Send Receive Folder View Task List 4 a SL Meeting VA W Today YY Next Week P Tomorrow W No Date Mark Remove i All Complete from List W This Week W Custom Respond Manage Task Follow Up 4 My Contacts Suggested Contacts Description Loading Outlook Folders OK Contacts have 3 Contact Ite fr Categories Y Start Date E Due pate NJ mn Folder re Type Arrangement I
79. ail dragged from Outlook 4 2 3 2013 Task JL Draft letter of intent amp 2 2 2013 Notes JL Telephone Call with Mr Rilman 8 31 2012 i Bill 3525 00 R1000136 JL Bill 136 Bill generated as a word document 2 18 2013 Appointment 09 00 Directors meeting YouWinLaw Manual Project Information Project Information Here are all the most important project information such as project name project properties information boxes address links along with the display of address and telephone email Next to these windows we have a dynamic text search filtering and a button for quick add of entries On the right side there are other functions such as filtering and view configuration Just go with the mouse over it and the corresponding window opens All these windows can be set individually Project Properties e Project Start Date B Project Acme Corporation X e Language a e Office Location e ellos Properties Description Contacts Info Contact Tel Fax E Responsible Sma 6 6 hoa Ea e Project number Language English H E Apple Inc Cupertino CA 1 Infinite Loop e Stat Office Headoffice Counterparty Cupertino CA 95014 atus cs Lawyer of counterparty Responsible Doe Law Office Ci lek N Dear Sir Madam I cs Other Yv Contact and Address Links e Client Address Billing Address Contractors Counter party Lawyer of counter party Your own link name You can easily create links w
80. ally you have then the contact details already in You WinLaw contacts and will link them later New Client i _ Client Project Details FirstName Peter matically checked Description h Last Name Lance D Greeting line Dear Peter Lance ia Canes aii a If you enter a part of a city or zip code YouWinLaw will suggest results Tip City 37203 Nashwile TN Phone 452 882 8080 Secr Smith Mobile E mail lance gmail com Web ee l a Client Project Details Name Lance Peter Nashwille TH Project Explorer ax Description The Contact will be saved as a separate Address and will automatically be linked with the cient cane YouWinLaw will automatically create a new client create a new contact address and link the client with the corresponding contact address Copyright WinYou Law Inc fe Project Explorer Contact Explorer Search D Ey Clients Cases Files Projects a r Favorites gj Acme Corporation Acme Share Purchase H A Recent Projects H B Acme Corporation Lance Peter Nashwille TH The new project will be in serted alphabetically in the list of projects and opened YouWinLaw Manual Menu Add Currents Cases PROJECTS 16 New Case First select the client or the project parent in the Project Explorer E fee Project Explorer Contact Explorer Search D New Case G9 Clients Cases Files Projects D Acme Corporation Acme Share Purchase IC
81. ance Peter Nashwille TN E E _ i Microsoft Corporation Redmond WA a The definition type of links can be 6 E k B5 Acme Corporation Acme Share Purchase Contracts customized check with your Administrator i arpea MEA 5 kz Contact person z z f Lance Peter Nashwille TN Mm ugicBookmaks w QuickFilter v Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 Copyright WinYou Law Inc YouWinLaw Manual Address Management View Refresh The Contact Explorer list will be refreshed re read from the database This can also be done by using the F5 key RA Refresh Copyright WinYou Law Inc Tp Project Explorer Contact Explorer Search EE E 2 8 Contacts Addresses Contacts ADDRESSES 33 YouWinLaw Manual Address Management View Show on Map Q Show on Map Clicking this button will display for the address on Google Maps The map display can be customized please contact your Administrator Copyright WinYou Law Inc Searc Google Maps mages 1 Infinite Loop 95014 Cupertino CA USA YouTube Contacts ADDRESSES Calendar Northwood Dr n Si y teag om 3 _ Homestead Rd E Homestead Rd n Homestead Rd O nA Via Volante D gt Franeo Park NW Square Gamba z Y a i 5 a Karaoke Satellite 5 Homestead 2 amp Va Napal j TT 3 Square amp M a p gt Traffic e
82. asks 126 Pr Fe Drag Outlook Notes 127 Q Password T Options Drag Outlook Contacts 128 arsine E aaia Administration 111 Drag Documents Files Links 129 Login 11l Import and Export 130 Password 111 Import Outlook Contacts 131 Administrator 112 Import Contacts from a file or database 132 Auto Text 113 Import Clients and Contacts from a file or database 135 Options General 114 Export YouWinLaw Contacts to Excel 139 Options Start 114 Export YouWinLaw Contacts to Outlook 140 Options Outlook 115 Word Mail Merge with YouWinLaw Contacts 141 Options Project Open Address 115 Options Favorites 116 Options Category Color 116 H Save Layout as o Activate Layout vous Layouts 117 Save Layout 117 Activate Layout 118 Color Styles 119 Ea FAQ ned Ca Support Mail Support Support Support 120 Help 120 Copyright WinYou Law Inc YouWinLaw Manual CONTENT 7 Copyright WinYou Law Inc YouWinLaw Manual What is where in YouWinLaw YouWinLaw has many views and can be customized in many ways This is our standard view with a white color scheme Quick Access Toolbar for YouWinLaw functions or commands You can adjust the Toolbar yourself WHAT IS WHERE IN YOUWINLAW 8 Fast switching to other programs such as Word Excel Outlook etc You can adjust the menu yourself and Quick Search add your favorite programs ig th RRN H E S Search YouWinLaw ahd YouWinLaw 2013 for Doe Law Office nase cle cee cee NSN Cl
83. atabase is amp Find Conflict Reports Pivot Check Reporting TimeSheet Document Automation Calendar Billing Tools Apps AF amp Login gB AutoText E Save Layout as FAQ 111 a AO Home Page i Password m Options Activate Layout Eg Support lt Order YouWinLaw Hel Administrator E Accountin g X 2 EMail Support fl Enter Activation License Codes Administration Layouts A Login af L Save as default Password When this feature is activated the user has the possibility to change his password himself ra Password Copyright WinYou Law Inc Support YouWinLaw Login User IL Server YouWinLaw Database ODBC Password CETTE lon Can YouWinLaw Manual Introduction Administration TooLs 112 Administrator A Administrator aS Administration YouWinLaw 2013 i Tasks z a I z ntroduction m Introduction Gad W Languages W User Management Welcome to the Administrator This program allows you to manage users add templates change billing properties eck EMail Templates change main software properties customize views and use of the software 1 Tem late Folder inaez Folder AutoDoc System Information You have to be assigned as an administrator User Management to hawe full A E access to this program Detail Fields Bookmarks Operat
84. avorites _ Short information project Category Color ox cme oo YouWinLaw Manual Introduction Administration Options Out Select the Activity Log types Appointment Deadline or Task you look want to be transmitted to Outlook Options Search is Case Sensitive Activate if you want the exact Project Open typing mode to be considered Address If marked show SubProjects Activate if you want the subprojects to be displayed automatically Hide SubProject when switching Activate if you want the subprojects to be hidden when you go to another project Show latest entries Activate if you want the most recent entries to be displayed on top of the Activity Log Search on first level only Activate if you want the search to be performed always in the first project level only Integrated mode Activate for integrated project overview Show one Project be opened Activate if you want only one project to Show ProjectName Activate if you want to display the project name in the Activity Log window Show ProjectDetails Activate if you want to display the project details name address etc in the Activity Log window Copyright WinYou Law Inc Options Toots 115 General Start Project Open address Favorites Category Color These Entries will be transmitted to Outlook _ Appointments _ Deadlines _ Tasks Options Cancel Apply General Start Outlook Favorites
85. aw Contacts to Excel Export WinYou Law Contacts to Outlook Contacts Word Mail Merge with WinYou Law Contacts Import Clients and Contacts to Win You Law Description Import Outlook Contacts to Win You Law from a specific Outlook folder YouWinLaw Manual Add On s YouWinLaw Import Outlook Contacts 1 Select Import Outlook Contacts to YouWinLaw Contacts and click on Next 2 Select the Outlook Contacts folder 3 Click on the Import button Before you close this dialog switch to YouWinLaw and check the imported contacts If you are not Satisfied you can switch back to the import dialog shown here and click on the Undo Import button to undo the import Copyright WinYou Law Inc IMPORT AND EXPORT 131 Import Outlook Contacts to WinYou Law Contacts Import Contacts to WinYou Law Contacts Export WinYou Law Contacts to Excel _ Export WinYou Law Contacts to Outlook Contacts Word Mail Merge with WinYou Law Contacts Import Clients and Contacts to WinY a Contacts have 3 Contact Items Contacts have 3 Contact Items IE gt Gar Search Youwintaw YouWinLaw 2013 for Doe Law Office Contact Microsoft Corporation File Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a Q z s Pas 2 E s E I EA Refresh rel EZ Modify Ce fe Delete ae 2 New New View Contact Contact
86. cally Enter here as much text as you like This text will be displayed in the Work Screen File If checked then deadline is automatically entered in Outlook CALENDAR 86 Appointment Date 7 20 2013 Hr Owner Doe Law Office kd Subject Meeting with Brown Cancel Completed Location Office Brow gt Outlook Time irog 12 30 _ Reminder 00 00 Hours before Category ka Show as Out of office kd Contract Signature Plan Deadline Date 7 20 2013 Hr User Doe Law Office k Done Reminder 0 days gt Outlook Category YouWinLaw Manual Introduction Insert CALENDAR 87 Ce Close all Alarms Calendar Task Li is View User Owner l You can select one or more users simultane lendar Overview Calendar l i Calenda ously and view their entries Insert E Insert Select the desired time section select In M John Lance Calendar sert and the corresponding appointment New Task ToDo pine task deadline dialog is shown New Deadline Today EA Resource Editor Print Entries for e Tasks To Do s Y YouWinLaw 2013 Calendar O Bie e Deadlines Ser are always shown at the top T bay f Weck ii iz ma of the day 4 May 2013 b Friday July 26 SM TWTFS n p 2 12 13 14 15 16 17 18 Calendar e Appointments elie Navigation Pane June 2013 SM TWTFS 1 2345678 9 10 11 12 1
87. ccount 900 00 D Write Off 0 00 Work in Progress net 300 0 MA Invoiced 4 562 00 Payments received 4 562 00 WIP ASR 900 00 Client s Account 2 455 00 Copyright WinYou Law Inc BILLING Accounting Clients account Date 7 20 2013 B7 Currency Amount uso v 2 000 00 Text Payment Payment on Invoice OnAccount Credit Balance USD Amount USD 0 00 Payment Date 7 20 2013 Advance Payment v oo Open Invoices Number Date Amount Amount s Accounting program D E Currency USD w Exch Rate 798 0000 Amount 0 00 Amount 900 00 Inv 0 v Project Text Payment from Clients Account Date Type Info Owner Text Trust Acc 7 18 2013 Trust Acc 1 355 00 JL Create Payment x Close C 4 Expenses A Cl y Periodical Fee aL O Document _ Appointment OM Task E Deadline O E Bin c _ Payment CE Request on Acc JE Reminder AEE EEG Date Range All v From 8 31 2012 BY To 7 26 2013 BY H Save Close Le YouWinLaw Manual 102 Management Periodical Fees An overview over all periodical fees for this project will be shown Press New to enter a new periodical fee Sey Periodical Fees From Type the starting date To Type the ending date Period Select the desired periodicity Amount Type the amount you want to be invoiced Tax Select the desired Sales
88. ch to the Note field by pressing the tabulator key and type your notes remarks concerning the company or person Press but ton Notes to get a larger window Copyright WinYou Law Inc YouWinLaw Manual Address Management sA0 Contacts ADDRESSES 27 Codes 3 aai x Depending on the focused entry main address location or contact ai ciara ibe rae person you will always see the corresponding Codes in the Ad Gore Al dress Code window 2817 West End Avenue You can assign address codes to your address Press the button 37203 Nashwille TN Address Codes to get the specialized dialog The QuickCodes shows the available user codes for the actual login user Click on the plus sign on the other codes to see the Assigned Codes details Eres QuickCodes El OutLook s do FirstName JL Doe Law Office i JL Doe Law Office Double Click on a code copies the code to the window with the pea OutLook JL Doe Law Office assigned codes You can also use the green buttons to insert or i 4 oe Codes remove the codes see ae E3 Address codes can also be assigned to a single contact person Double Click on the Contact Person press button Address Codes in the Contact Person dialog QuickCodes Details gt gt Close Copyright WinYou Law Inc YouWinLaw Manual Address Management Add Phone Fax Web and EMail Depending on the focused entry main address location or contact per son you will always see
89. ct Explorer The Clients Cases Files Projects are organized in an explorer view tree structure The number of levels hierarchy is unlimited Therefore you can for ex organize your clients as the first level then the cases or matters as the second level if you have a lot of activities with a client you possibly want to use further levels Projects with a sign in front have subprojects You can create as many hierarchies as you want The projects or subprojects can be opened by double clicking clicking the sign opens the project tree Search in Project Explorer To search in the list of projects enter the first letters of the project name in the search field of the project list If the desired project or Subproject is available in your project list filter then the entry is displayed the cursor automatically jumps to the first entry The F3 key selects the next matching entry You can also search directly for a project number For example search for project number 34 enter 34 The corresponding entry is selected assuming this is in the current project list and is not filtered YouWinLaw reads data very quickly and can display thousands of projects almost immediately in the selected view For individual views you can create your personal user related project filter Copyright WinYou Law Inc Der B Project Explorer Contact Explorer Search D Ej Clients Cases Files Projects Ely
90. cts Network B Project Explorer Contact Explorer p Microsoft Corporation amp Modify H Company Address Mi Way English v Redmond WA 98052 7329 nA Microsoft Corporation Redmond WA Name Microsoft Corporation Notes 2 Nasdaq MSFT A Codes Business Newsleti Owner JL Greeting line Dear Sir Madam v z x 1 Address E3 Research S Contact Persons Street One Microsoft Way 452 882 8080 Country USA v i 452 706 7329 ZIP Postal Code 98052 7329 info microsoft com City State Redmond WA www microsoft com oS UAS http moneycentral msn com detail stock_qui v QuickFilter v Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 alia Sunday July 21 2013 YouWinLaw Manual Add On s YouWinLaw Import Clients and Contacts from a file or database 1 Select Import Clients and Contacts to YouWinLaw and click on Next 2 Click on Import Contacts and Projects button 3 Select import format 4 Select file folder or database Copyright WinYou Law Inc IMPORT AND EXPORT 135 Undo import A File Format This wizard allows you to specify details on how you would like to import data Please select the file format of the data you would like to
91. cument Import or link external documents 3 Import Document p Import via Dialog TIP With Drac amp Drop directly in Work Screen File window from an e mail e mail attachment windows explorer desktop etc Copyright WinYou Law Inc DOCUMENT AUTOMATION 80 10000150 docx Properties General Securty Detais Object name C Users Jan Documents YouWinLaw Auto Doc Group or user names SYSTEM 2 JL op Ji 2 Administrators MEP Administrators To change pennissions click Edit Edit Pennissions for SYSTEM Allow Deny For special permissions or advanced settings click Advanced alice Leam about access control and penissions Cano Aol Import Document to Acme Corporation Action Copy Document to YoulWinLaw Document Folder y Date 7 18 2013 Jr Title YouWinLaw Manual Document E mail Management Show Documents Select one or more documents in the Work Lin Show Documents Explore Folder Explore Folder Screen File table and click on Show DOCUMENT AUTOMATION 1 y Open Document YouWinLaw shows the physical l T di YouWinLaw Autodoc 000000 000500 000003 v earch 00000 Pp documents in an Open dialog of Windows Organize New fold v t From here you can copy or move with prai Sea s N D ifi T Si drag and drop to other locations Fx Favorites ai a ai E Desktop L0000150 docx 7 18 2013 10 05 AM
92. d Location Time 04 00PM 04 30PM _ Reminder 00 00 Hours before Category Show as L Busy Date Select the desired Date click on the small date icon or type it directly standard display is today s date User The login user is proposed automatically Subject Subject Location Location Time Time of the appointment Completed Activate the check box when the appointment is done the display color in the Work Screen File changes automatically Reminder Activate the check box if you want to be reminded of the appointment Hours Enter here how long before the appointment you want to before app be reminded Note Enter here as much text as you like Category Category Show as Show as in Calendar Free Tentative Busy Out of Office Outlook If checked then appointment is automatically entered in Outlook Copyright WinYou Law Inc CALENDAR 89 Insert New Appointment New Task ToDo k New Deadline Today Resource Editor mk Ri Print Search for Clients Cases Files Projects Enter Search Text D Dynamic Search a f Favorites Lance Peter Nashwille TN Contract a KY Recent poy Acme Corporation 7g Lance Peter Nashwille TN Lance Peter Nashwille TN Contract JD Search Result YouWinLaw Manual Introduction New Task ToDo 2 New Task ToDo Date User Reminder Done Note Outlook Project Press any key to searc
93. der e File formats like csv txt doc Word xls Excel odt Open Office html xml page 132 e Database formats like mdb MS Access Paradox DBase Advantage DBIsam windows address book Skype log or any other database via ADO Connection You can control the result in YouWinLaw directly and have the pos sibility to undo the import keep the import dialog open You can import clients and contacts at the same time or generate clients autmatically from your contacts page 135 Export Following possibilities are available e From YouWinLaw Contacts to Outlook Contacts you can select the Outlook folder e From YouWinLaw Contacts to Excel page 139 e From YouWinLaw Contacts to Word Mail Merge all automatic you can directly create the text and insert YouWinLaw fields like name or address YouWinLaw contains much more fields as Outlook therefore not all fields in YouWinLaw will be found in an Outlook Contact Copyright WinYou Law Inc IMPORT AND Export 130 mA i ae You O x EEA Search YouWinlaw YouWinLaw 2013 for Doe Law Office Contact Apple Inc Clients Cases Projects Contacts Work Screen File Calendar Billing Tools Apps A A 2 mmh Sa Refres A Modi amp E s 23 f aa amp i New New View Contact Conta Person Company Contact Bookmarks Networ Add View Manageme Import Qutlook Contacts to WinYou Law Contacts Import Contacts to Win You Law Contacts Export WinYou L
94. e YouWinLaw Manual Introduction Layouts Activate Layout Cag Activate Layout Ca Start Layout ml My Layout 1 l My Layout 3 Ea Restore Settings Styles b Copyright WinYou Law Inc TooLs 118 Here you can activate the different layouts of YouWinLaw or restore the default view an O x AW E O Ber Search YouWintaw P YouWinLaw 2013 for Doe Law Office Project Acme Corporation Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps os a He Fe rin E amp Login oe AutoText H Save Layout as FAQ g Home Fage i a Password Te Options Ce Activate Layout Ca Support Order YouWWinLaw Find Conflict Reports Pivot Help onTS l l i Check Administrator E Accounting sz EMail Support Cal Enter Activation License Codes Tools Reporting Administration Layouts Support YouWinLaw g Proje Explore em Project Acme Corporation X i Jb x B Project Explorer Contact Explorer Acme Corporation 3 m Search Oooo OE D Properties Description Contacts Info Contact Tel Fax E 2 E Clients Cases Files Projects Project Stari 5 5 2013 See Inc a SearchText QJ Elie Favorites Language English Fe Apple Inc Cupertino CA 1 Infinite Loop 2 T 7 eee Cupertino CA 95014 T Fiter o 3 Sq Lance Peter Nashwille TN Contract Office Headoffice terparty XO Recent Projects
95. e Title Date fj Show Documents X Revert Create Create Send Open Convert Search a a View New m Document EMail Documents Document Document to PDF Documents F security Explore Folder Contact Link Bookmarks version Le Delete Create Management Project Contact Links Version Management Contact Explorer 4x Document Automation X 4px i Project Explorer Contact Explorer Document EMail Search p GH Acme Corporation S E Contacts Addresses fe Apple Inc Cupertino CA Lance Peter Nashwille TN E Standard vi C By Registered Mail _ By Telefax _ By Express Mail _ Delivery _ Personal Confide _ By Courier Options Save Automatically _ Automatic Fee fa Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 Project Contact Links ca Client H H Apple Inc Cupertino CA ca Other Has Microsoft Corporation Redmond WA YouWinLaw Manual Document E mail Project Contact Links Remove Link ma Remove Link Link Bookmarks CI Link Bookmarks 1 Select the desired contact address in the Contacts window 2 Click on the button Remove Link The contact address is no longer associated linked with the current project Here are link bookmarks which are visible only in this link combi nation Link Bookmarks DOCUMENT AUTOMATION 83 E General My
96. e desired Date click on the small date icon or type it directly standard display is today s date User The login user is proposed automatically Subject Enter here as much text as you like This text will be displayed in the Work Screen File table Reminder Enter the number of days During this period the Work Screen File entry is displayed in a warning color Done Activate check box when the task is finished color display in the Work Screen File entry changes automatically Outlook If checked then task is automatically entered in Outlook Copyright WinYou Law Inc Task Date iis 2013 H User Doe Law Office Reminder 0 days Category i Work Screen FILE 51 Fee oe Expense Coy Periodical Fee Document EMail New Document Version gt Import Document Note Cancel Appointment _ Done Deadline gt Outlook Bill Payment AG D D m EEO Request Payment Bill Reminder Trust Account YouWinLaw Manual Data Quick Add Appointment Date User Subject Location Time Select the desired Date click on the small date icon or type it directly standard display is today s date The login user is proposed automatically Subject Location Time of the appointment Completed Activate the check box when the appointment is done the display Reminder Activate the check box if you want to be reminded of the appointment Hours Note Category Show as
97. e destination table Update update record in destination with matching record from source Append Update if record exists in destination update it Otherwise add it Delete delete records in destination that match records in source Copy delete all records in destination repopulate from the source Append New add records only if they are not in destination table 9 Before you close this dialog switch import Contacts and Projects to YouWinLaw and check the AN Journal imported clients and contacts If you are not rere i Satisfied you can switch back to the poe import dialog shown here and click on the Undo Import button to undo the area pierra erga im po rt re kerainan Sari IB amp gt 1i Search Youwintaw YouWinLaw 2013 for Doe Law Office Contact Microsoft Corporation before you close this dialog Fie Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a Click on undo import to undo the import r A Refres 4 Modi BH oe ee Ba New New View Contact Contact Show Import Mail Person Company Contact Bookmarks Network on Map Export Merge Add View Management Tools os Ce Fema O P Seen apne Q fia Project Explorer E Contact Explorer
98. e of 400 Timer Shortcuts sta Starts the Timer sta Actual system Time will be entered in the From field You can continue with text or just save with the ENTER key Enter the Start Time sta09 20 09 20 will be entered in the From field We are using the military 24 Hrs clock i e 01 30pm 13 30 ss Stops and Starts the Timer Stops the Timer in the previous Project starts a new Timer in selected Project Select a project A type sta and press enter in TimeSheet Data Entry check the From field of course you can also enter text or text shortcuts After finishing working with project A you want to work with project B Select Project B type ss and press enter of course you can also enter text or text shortcuts In project A the timer is stopped hours are calculated and the fee entry is updated In project B a new timer is started use TimeSheet Shortcut sto to stop the last Timer sto Stops the Timer sto Actual system Time will be entered in the To field You can continue with text or just save with the ENTER key Enter the Stop Time sto11 45 11 45 will be entered in the To field Fee will be calculated We are using the military 24 Hrs clock i e 01 30pm 13 30 Copyright WinYou Law Inc TIMESHEET 69 IE amp O Search YouWinLaw 7 YouWinLaw 2013 for Doe Law Office TimeSheet se Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a al
99. e the entry is moved TIP You can also do this directly with drag amp drop keep SHIFT on the keyboard pressed Copyright WinYou Law Inc D F Date Type Info Ow Text Pp A D 7 18 2013 Docu Outlook JL Contract Bet Tisei ee a EO 7 17 2013 Notes JL S Notes Brown CS ME 2 13 2013 DocVe Ver 1 LOO00 JL Draft Contract Document created in Word Si EJ amp FE Search YouWinlaw P YouWinLaw 20 Clients Cases Projects Contacts Work Screen File Ope DoE Link Contact Summary x Delet Rer mmh 22 Remove Link Ce Properties hs j i Refresh ir Paste C Link Bookmarks gg Categorize Management View Ee H gt Untitled Message HTML 7 O Xx MESSAGE INSERT OPTIONS FORMAT TEXT REVIEW i Calibri Body 11 JA A jae gS D Attach File gt Follow Up 1 aes wah 5 A k B I U z273 E v WS Attach Item l High Importance Paste e ak OO Address Check Zoom FF X A 2 Z ke Book Names Ka Signature 7 4 Low Importance Clipboard tf Basic Text F Names Include Tags amp Zoom To Cc Send Calibri Body 11 A a ow Aye Subject ot ih 7B I U We Ax s 2 7 Styles ip Paste Options Th i REE _ Paste P zq Paragraph To Send Subject ME Contract 0000150 doc 15 KB YouWinLaw Manual Data Management Work Screen FILE 61 Paste Paste from the windows clipboard to YouWinLaw activity a gets wo amp Drafts M6500 jl ag
100. eadline Bill Payment Request Payment Bill Reminder Trust Account YouWinLaw Manual Data Quick Add Note Date Select the desired Date click on the small date icon or type it directly standard display is today s date User The login user is proposed automatically Title Enter the title that will be displayed in the Work Screen File table Note You can enter as much text as you like You can use Text Shortcuts Work Screen FILE 50 Fee a Expense Oy Periodical Fee Document EMail D Mew Document Version gt Import Document AutoCorrect When opening the project the note may appear as a warning message when Show on open project is enabled Copyright WinYou Law Inc Note Task To Do Appointment Date 7 18 2013 B User Doe Law Office v 4 Deadline L Show on open Project Cancel Bill Title Print A Payment Oooo O aE Bill Reminder desta H Trust Account Note Date 1 11 2013 v User DoeLaw Office v oo V Show on open Project Cancel Title Print Note Acme Corporation You can even show this dialog when opening the project A Importent Notes You can even show this dialog when opening the project 4 Hide OK E Project Acme Corporation Note Date 1 11 2013 User JL Doe Law Office ES Created by sa on 13 02 2010 Last change by JL on 18 07 2013 Edit this Note YouWinLaw Manual Data Quick Add Task To Do Date Select th
101. elds Find Recipient Envelopes Labels StartMail Select Edit Highlight Address Greeting Preview Finish amp Merge Recipients Recipient List Merge Fields Block Line Update Labels Results Q Auto Check for Errors Merger Create Start Mail Merge Write amp I AdrNo gt UserNo l ine e Home Insert Page Layout References Mailings i Add Ins enti 2463 r BB a ao A Match Fields p F Q Find Recipient company Envelopes Labels Start Mail Select Edit Highlight Address Greeting Insert Merge Finish amp Street Merge Recipients Recipient List Merge Fields Block Line Field A Update Labels Q Auto Check for Errors Merge Create Start Mail Merge Write amp Insert Fields Preview Results Finish K 41 PostalCode AddressBlock City Country Salutation Salutation HomePhone BusinessPhone MobilePhone AssistantPhone HomeEMail BusinessEMail Web1 Cupertino CA 95014 Web2 Apple Inc Dear Sir Madam Copyright WinYou Law Inc YouWinLaw Manual Add On s YouWinLaw IMPORT AND EXPORT 142 Copyright WinYou Law Inc YouWinLaw Manual
102. elected Contact Address will be opened es View Contact Link Contact 1 Select the link type in the Project Contact Links window amp Link Contact 2 Select the desired Contact Address in the Contact Explorer 3 Click on the button Link Contact The desired contact address is now linked with the current project This link is also visible in the Contacts window in Work Screen File Copyright WinYou Law Inc DOCUMENT AUTOMATION 82 Wh os e s a O x m E A O ia Search Youwintaw 7 YouWinLaw 2013 for Doe Law Office Document Automation EZ Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation alan ca Billing ata Apps A A 2 na 4 wa 5 aa D Preview Document 3 Import Docume amp Link Contact 2 comment O UN p Change Title Date Ca Show Document ER Remove Link Revert Create Create Send Open Convert Search D F View 2 New m Document EMail Documents Document Document to PDF Documents L Security Explore Folder Contact Link Bookmarks fJersion L Delete Create Management Project Contact Links ersion Management i x I amp Gar Search Youwintaw YouWinLaw 2013 for Doe Law Office Document Automation File Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation na ia 5 ta B Preview Document gt Import Document E Comment LE p Chang
103. en File TimeSheet Document Automation Calendar Billing Tools Apps a a P om PF Rename Move Ge User Summa E 5 lt p Project i lt r 0 bil n aua Jr Favorites pai U Bookmarks Gas Ts Refresh Add Management Properties View The tabs are arranged according to the activities in a law firm e Clients Cases Files Projects e Contacts Addresses e Log Journal e TimeSheet e Documents e Calendar e Billing Payments Tools m iE amp Search YouWinLaw p Clients Cases Projects Contacts p m Pa Rename B3 Movi Each tab includes a toolbar toolbar buttons and text which is grouped for an easy Delete Project Gy Inser overview oe yr Favorites Each button includes a text and an icon so you can easily recognize what it is If you want more information about this button you simply hold your mouse over it until a short help tooltip shows up Copyright WinYou Law Inc Management New Case First select a Client Project to add a new Case Sub Project Child aa Clients Cases Files Projects Favorites a ey eee YouWinLaw Manual Quick Access Toolbar These commands are always available regardless of where you are in YouWinLaw You can adjust the toolbar yourself YouWinLaw 2013 for Doe Law Office TimeSheet fork Screen File Document Automation Calendar Billing Tools o Rename Ts Move fg User E Summary Ne Te Delete Project a Insert FA
104. ency in the window Modify Rates Copyright WinYou Law Inc YouWinLaw Manual Billing Sales Tax VAT Period Exch Rate 0 0000 Expenses Period Hourly Rates Exch Rate 0 0000 Calculate Documents Hourly Rates Sales Tax Currency USD v Exch Rate 0 0000 Calculate Press the button Tax and the dialog Change Tax is displayed Press the arrow button and select the new VAT rate Attention you cannot undo this modification Close with the oxk button All the Tax rates are changed except the fixed Tax rates of expenses In this dialog you can modify the total amount per type of ex pense The overall total cannot be modified you have to change the different type of expenses 1 Press the button EXPENSES 2 Select the type of expenses you want to modify and type the new amount in the field Amount 3 Close with the okK button Shows all generated bills with the actual bill number and you can open the bill document directly If the bill document exists with several templates e g Normal R0000374 doc and Detailed R1000374 doc YouWinLaw displays a selection dialog Copyright WinYou Law Inc BILLING 97 Change Sales Tax to all entries regarding this invoice lease check the tax default rate in Cancel the project details Note this can not be undone Adjust Expenses Expenses Phone calls Travel expenses The sales tax rate below
105. ent is saved automatically Steve Jobs i 1 Infinite Loop e It adds a corresponding entry in the Work Screen File Cupertino CA 95014 e If the Automatic Fee is enabled a fee will be generated automati cally July 18 2013 JL JL Contract See also Create Document on Page 75 Dear Steve Jobs Yours sincerely Doe Law Office PAGE 1 OF 1 25WORDS ENGLISH UNITED STATES Copyright WinYou Law Inc YouWinLaw Manual Data Quick Add Document E mail Create E mail Document Automation tab E mail 1 Select an e mail template 2 Select one or more e mail addresses Use the To Cc and Bcc buttons to add the e mail addresses 3 Subject Subject can be automatically created with Bookmarks in the e mail template The Subject will be shown in the Work Screen File Document Entry for the proj ect and will also be inserted in the e mail 4 Click on the button Create Copyright WinYou Law Inc Work Screen FILE 48 Fee a Expense Tp Project Acme Corporation _ Document Automation X 1b x Periodical Fee New Document Version we Acme Corporation Import Document 4 co Other a Ea Microsoft Corporation Redmor info microsoft com To Cc Bor Bill Reminder gt z Note a a H Apple Inc Cupertino CA Sue info apple com To Cc Bcc Task To Do Jobs Steve 5J Sushess Steve Jobs Apple com To Cc Bec Appointment Canada L3R 562 Markham info apple To Cc Bec rl Deadl
106. epy Repy Foard Hy More Ca hevyarpeste Yo Cune New AAG Move Rules OneNote Unread Categorize Folow me whee Send Receive E A mail Items unk iaia kiei kiaahi i d v iir E mail All Folders folder AutoDoc E Mails can be opened with a double click New Delete Respond Quick steps y Move _ Gos Senameceive and are opened within Outlook 4 info winyou law com LJ Inbox 3 E Sent Items a Deleted Items TIP E Mails and Attachments can also be dragged directly to the work screen in YouWinLaw Drag from Windows desktop explorer 4 Z Outbox ie Search Folders Word Documents PDF Documents Excel Spreadsheets Powerpoint Presentations Internet Links Q Conversation Action Settings a e r aT earch Inbox Ctri E P Rayment information share it order no 348489615 Bo Sales WinYou Law lt sales winyou law com gt Newest ontop 2 o Arrange By Date Extra line breaks in this message were removed t Sun 11 21 2010 9 57 AM 4 Today o Message SO INV_348485615_22886_2010093013 E Sales WinYou Law 9 55 AM p TermsAndConditions PDF 122 KB FW Payment information share it order no g 3 Sales WinYou Law 9 34 AM FW VeriSign 2048 bit Root Upgrade Completed EJ Sales WinYou Law 9 07 AM FW Payment information share it order no g Support WinYou Law 9 07 AM FW How to Choose a Good Index Fill Factor SEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
107. er t D D Date Type Info Ow G Text ka a ag dX Find Conflit Reports Pivot e aulh r s A Administrator E Accounting ms Email Support F Enter Activation License Codes Tools Reporting Administration Layouts Support YouWinLaw s Project Explorer qx B Project Lance Peter Nashwil X 2 B Project Explorer Contact Explorer Lance Peter Nashwille TN Fe se Search p Properties Description Contacts Info Contact Tel Fax E g Clients Cases Files Projects Project Stari 7 14 2013 Mr Peter Lance a aie Favorites Language English 2817 West End Avenue Nashwille TN 37203 Boe J Lance Peter Nashwille TN Contract Office Headoffice Ea s0 Recent Projects Responsible Doe Law Office a Dear Peter Lance E Acme Corporation 5 5 Lance Peter Nashwille TN oi eE a 7 19 2013 0 75 hrs 150 00 JL Contract ya 55 Copy QuickFilter v SearchText Q Y Filter off gt aickadd v Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 Sunday July 21 2013 Copyright WinYou Law Inc YouWinLaw Manual Add On s YouWinLaw Import and Export You will find the Wizard in the menubar Contacts Import You can import data from Microsoft Outlook or directly from a file or database Following formats are available e Outlook Contacts you have the possibility to select the Outlook Contacts fol
108. erties Quick Info Quick Info Quick Info E Acme Corporation jm Acme Corporation jm Acme Corporation Responsible Doe Law Office Responsible Doe Law Office Responsible Doe Law Office kd Status Active Status Active Status Active v Language English Language English v Description Description Info Info Filing Filing Record for Doe Law Office Record for Doe Law Office v Save ave 4 July 2013 b Sun Mon Tue Wed Thu Fri Sat 27 30 1 2 3 4 5 6 28 7 8 9 10 1 12 483 29 14 15 17 18 19 20 30 21 2 23 24 25 26 27 31 28 29 30 31 1 2 3 summary Project Acme Cc 3i a 5 6 7 8 9 0 Type Hours Fees Expenses w o Flat Exp Sales Tax Total Work in Progress Payments on Account Write Off Work in Progress net Invoiced Payments received WIP ASR Client s Account Dae 3 40 620 00 0 00 947 00 0 00 0 00 947 00 3 223 00 3 223 00 947 00 0 00 YouWinLaw Manual Menu View CLIENTS Cases PROJECTS 23 Filter Filter the Projects in the Project Explorer In the project explorer the user can set a personal filter Project Address Filter T Filter The user selects the criteria and the project lists are filtered accordingly This means that he sees only those Status not specified projects which correspond to the selected criteria All definitions except the Status field are cumulative Set Filter Select the desired criteria for your filter Status It will show only projects that e g are active
109. escription or information OPAGA Project Start 5 5 2013 EN e Filing Filing place and or filing number Language Emre m Status Active V Apply changes with the button Apply Headoffice v Some of these information appears also in Quick Info see Quick Info on Page 221 m Info Filing Previous Project Info Project Created Modified Created sa 14 11 2012 Modified sa 13 02 2013 Copyright WinYou Law Inc YouWinLaw Manual Menu Properties User Registered users are allocated according to their functions in this project a User Assign Users 1 Click on the button for selecting user next to the field and the user selection window opens 1 Select the desired user from the available list and click select gt gt the user is now added to the list of selected users You can add as many users as you want 2 Confirm with OK and Apply Remove Users 1 Click on the button for selecting user next to the field and the user selection window opens 1 Select the desired user from the available list and click lt lt remove the user is now removed from the list of selected users 2 Confirm with OK and Apply Copyright WinYou Law Inc Currents Cases PROJECTS 20 Project Properties General Fee Rates Billing er Keywords Details Bookmarks Security User Access jg Acme Corporat
110. h for a project Date 7 19 2013 E Subject Reminder 0 Days y Category r Cancel Completed Select the desired Date click on the small date icon or type it directly standard display is today s date The login user is proposed automatically Enter the number of days During this period the Work Screen File entry is displayed in a warning color Activate check box when the task is finished color display in the Work Screen File changes automatically Enter here as much text as you like This text will be displayed in the Work Screen File If checked then task is automatically entered in Outlook Copyright WinYou Law Inc TS Lance Peter Nashwille TN Contract Sm Acme Corporation B Lance Peter Nashwille TN Contract Search for Clients Cases Files Projects CALENDAR 90 Insert New Appointment iw New Task ToDo E New Deadline Today amp Resource Editor Print Dynamic Search YouWinLaw Manual Introduction New Deadline Deadline Date User New Deadline Deadline Project Press any key to search for a project p OK Date 7 19 2013 E7 Owner Doe Law Office JL as Subject _ Completed gt GutoOK Reminder 0 Days Category ka Select the desired Date click on the small date icon or type it directly standard display is today s date The login user is
111. heck the imported contacts before you dose this dialog Click on undo import to undo the import lt Back imh IMPORT AND EXPORT 134 Company FirstName LastName Street Summary begin the import process oren nite 2 Microsoft Cor One Microsoi 2817 WestE We ve gathered all the information the wizard needs to import your data Please click Execute to Append add records to the destination table Update update record in destination with matching record from source Append Update if record exists in destination update it Otherwise add it Delete delete records in destination that match records in source Copy delete all records in destination repopulate from the source Append New add records only if they are not in destination table moe Ss lt aE i Z z 7 B x IB A Ear Search Youwintaw P YouWinLaw 2013 for Doe Law Office Contact Microsoft Corporation Fie Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a Q DE RA Refresh A Modi lt gt g amp o o BH ee Gam BS Eg Delete 34 New New View Contact Contact Show Import Mail Person Company Contact Bookmarks Network on Map Export Merge Add View Management Tools EJ Contact Microsoft Corporati X 4 gt x HEIS Na E3 Address Information Bookmarks c gt Linked Clients Matters Proje
112. ical Request Reminder Account Fees Management Y Open Modify Delete i Refresh Management Payment Request Create an advance request 3 o Fayment Request in a Word Document Date 7203 B Sales Tax Advance Payment Request Amount 500 00 Text Date Select the desired Date Standard display is today s date Amount Insert the amount If some work has already been recorded a proposal is displayed You can overwrite it Tax Select the Tax rate by clicking on the corre sponding field Text Enter in this field any text you want You can use shortcuts The document is now created in Word and can be edited It is saved automatically and registered in the project Copyright WinYou Law Inc uy EI amp O Gar Search Youwintaw YouWinLaw 2013 for Doe Law Office Project Acme Corporation File Clients Cases Projects Coptad ork Dp Ej j hee __ Calendar Billing Tools Apps a a 2 H 5 Open Modify Re ER Tz ors rs E E 7 SZ Delete Draft Final Payment Advance Write O Payment Bill Trust Periodical on Bill Payment Request Reminder Account Fees OS Refresh Billing Payment Management WE rs 7 F KV000172 docx Compatibility Mode Word 7 0 O X FILE HOME INSERT DESIGN PAGE LAYOUT REFERENCES MAILINGS REVIEW VIEW j a Arial qu Ge Ee EE aiad R As a B I U ax y WEEE f om Paste eee ee Styles iting SAZA AK S
113. ients Cases Projects Contacts Work Screen File Timesheet Document Automation Calendar Billing Tools Apps a a m SS e PF Rename F3 Move es User m Summary a gt A Th _ Eg A Te Delete Project e Insert W Fa Keywords u Y Filter Help and Support New New Open l General _ Quick m Client Case Favorites l MyData Info Mi Refresh Ri bb Add Management Properties View IDDON l l l Project Explorer ax Contains all available functions di IT at Gg Project Explorer Contact Explorer and commands for the current ol eee F Contact Explorer e tab activity Shows all contacts addresses contacts in a Ey Clients Cases Files Projects 3 x pe panies hierarchical representation regardless of clients HA4 Recent Projects projects H Acme Corporation Project Explorer Shows all clients cases files projects in a hierarchical rep resentation unlimited levels Detail View Here are relevant details about clients or projects cases files contacts TimeSheet DocCenter etc QuickFilter v Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 B July 3 2013 Quick Activate Calendar Copyright WinYou Law Inc YouWinLaw Manual Ribbon In YouWinLaw all commands and functions are here WHAT IS WHERE IN YOUWINLAW 9 M Bh O mar Search Youwinlaw Ps YouWinLaw 2013 for Doe Law Office i Clients Cases Projects Contacts Work Scre
114. import Text file txt Paradox file db HTML file htm html Word file doc DBase file dbf XML file xml MS Windows dipboard MS Access database mdb Windows Address Book ADO connection VCalendar Data file vcs Excel file x1s Advantage table adt Skype log dbb Lotus 1 2 3 file wk1 DBISAM table dat QuattroPro file wq1 Clarion table dat SPSS file sav O OpenOffice spreadsheets odt C Users JL Documents ADDR_EXPORT txt Trim values File Origin YouWinLaw Manual Add On s YouWinLaw IMPORT AND EXPORT Text Settings Select the appropriate delimiter used to separate the fields in the data file 5 Select delimiter txt file Delimited Characters such as comma or tab that separate each field BS ae O Fixed Width Fields are aligned in columns with spaces between each field Last row F Show file header Dates Times and Numbers a Date Order Decimal Symbol 6 Select data formats e Z Four Digit Years Thousand Separator Leading Zeros in Dates Currency Symbol Date Delimiter Time Delimiter Logical values True False GH Import Wizard In the file preview click on a ae header an d select a CO rrespond n g The wizard has made some guesses about where your field breaks occur If they are not correct you can make adjustments no
115. ine 4 Canada L3R 562 Markham Jobs Steve 5J Sushes Steve Jobs Apple com Tole Bec Bill Counterparty Ea Fayment cm Lawyer of counterparty Request Payment Ballmer Steve SB Avvete Steve Ballmer microsoft To Cc Bec Trust Account Steve Jobs Apple com Language E E eE Subject Acme Corporation 3 JL HS O t 4 Acme Corporation 3 JL Message HTML 7 F O xX MESSAGE INSERT OPTIONS FORMAT TEXT REVIEW W T ir de ou i Attach File Follow Up EB QS Attach Item l High Importance Paste Address Check Zoom Book Names Signature Low Importance Clipboard Ta Mames Include Tags G Zoom A Subject Acme Corporation 3 JL Dear Steve Jobs YouWinLaw Manual Data Quick Add 2 Import Document File Import or create a link to a Document in YouWinLaw You have different possibilities to import an external document or link Import via Dialog Import Document to Acme Corporation Action Copy Document to YouWinLaw Document Folder Date 7 18 2013 EM Tite With Drac amp Drop directly in Work Screen File window from an e mail e mail attachment windows explorer desktop etc Using the Copy Paste Buttons see also Copyright WinYou Law Inc te D gt oo my m e m BO fs M Work Screen FILE 49 Fee Expense Periodical Fee Document EMail New Document Version Note Task To Do Appointment D
116. ing System Microsoft Windows 8 Pro 64 bit ae ee rae Links thn ai In the explorer list to the left you see all possible tasks for administrating a Billing wAdm exe Start Path C _ Trans YouWinLaw PDF and customizing Select a task on the left pane to see more information this Sales Tax VAT help screen will automatically be updated Currency ODBC Datsource YouWinLaw Rounding Valu Database Folder Syg ia p aii is pi C Users Jan Documents YouWinLaw Database er eas sia Database Name YouWinLaw mdb Database Securit LoginUser JL n Check Updates Customizing the software Main Program YouWinLaw 2013 Depending on your software edition you will automatically see the possible OLE COM Automation Active Bag options available Example if you have purchased the Personal Edition one Company Hame Doe Lawr Ulfi user you cannot add more users The Add button is greyed out Serial Number 730105 Welcome Doe Law Office JL Login User JL found UserNo 1 UserStatus Active Administrator Status Enabled AutoDoc Folder Standard User C Users Jan Documents YouWinLaw AutoDoc Template Folder Standard User _ QuickLinks Template Folder AutoDoc Folder Personal amp Workgroup Edition Restricted use of the administrator Se Di If you want to restrict certain users to start this program just remove the Database Folder ODBC Administrator 32Bit wAdm exe from their program folder Button Administrator in
117. ion User Links O Partner Secretary Acquired from free Available ee eo Doe Law Office JL Select User Selected users select gt lt remove YouWinLaw Manual Menu Properti enu Properties Cuirents Cases Projects 21 Keywords Assign Keywords Here you will see the keywords which are assigned to the a Project Properties vam Keywords selected project Proceed as follows General 1 Select the desired keyword from the list of existing Fee Rates codes Biling areas Available Keywords 2 Click on select gt gt an renee faameo oF pee a a a a a 3 The keyword will appear in the list of assigned codes Details Bookmarks Security User Access a Acme Corporation The selected keyword is now assigned Remove Keywords 1 Select the keyword from the list of assigned codes 2 Click on lt lt remove 3 The keyword will be removed in the list of assigned codes The definition of Keywords can not be changed here please contact your administrator Bookmarks Your predefined fields for the project will be shown here and can be filled out accordingly The field names can be used as bookmarks in your templates or documents General Project Properties B Bookmarks E Acme Corporation Fee Rates Fields can be added with the administrator p Biling Bookmarks Data Fields User Keywords
118. ite Loop Copyright WinYou Law Inc Cupertino CA 95014 New York July 20 2013 m1000173 docx JUJL Reminder Acme Corporation Dear Sir Madam May we remind you that the payment for bill no 170 is still outstanding Please clear your over due account with the enclosed payment slip within the next 10 days If you have already remitted payment please disregard this letter Thank you for your attention to this matter Yours sincerely PAGE1OF1 74WORDS ENGLISH UNITED STATES 3 YouWinLaw Manual Management Trust Account Third Party Funds Clients Account Entry optional Enter the amount in the amount field Payment If you want to Trust enter a payment you enter the amount with a minus sign in Account front e g 10 000 00 In the summary window you will always see the actual status Payment on Invoice Clients Account for advance payments Activate the check box Credit Enter the amount Click on the button Create Payment The payment advance payment is created automatically Clients account Date 7 20 2013 B7 Accounting Currency Amount Bank USD v 0 00 r Text Our Bill 2343 7 Payment on Invoice OnAccount Paying own Bils gt gt Foei Balance USD 3 355 00 OK amaun USD m Current balance Summary Project Acme C B N Type Amount Hours 0 00 Fees 0 00 Expenses w o Flat Exp 0 00 Sales Tax 0 00 Total Work in Progress 0 00 Payments on A
119. ith drag and drop from the Contact Explorer These link types are customizable Corresponding address and phone fax email or web links are immedi ately visible With the button to the right gt you can make calls directly or create an email or start an internet browser with the web address Contact Tel Fax EMail atl o RW Business 877 412 7753 Assistant 877 412 7752 4 Fax Business 877 412 7749 4 EMail v Rieinesace infaf annla anr FA Copyright WinYou Law Inc Work Screen FILE Dynamic Search in Journal Log with Search Text Search Text Y Filter Off gt O Quikadd v oa O O e m e OG w ge MAI A Ja 4 Fee Expense Periodical Fee Document EMail Import Document Note Task To Do Appointment Deadline Bill Payment Request Payment Bill Reminder Trust Acc Quickly adding entries in Work Screen File Filter entries in Work Screen File 37 D m Fee M 4 Expenses 4 Periodical Fee H 7 O Document ME Notes Appointment WI 9 Task VIE Deadline Bill ave Payment te Request on Acc Reminder A Yv v amp meS La v IL Date Range All v From 8 31 2012 BY To 2 18 2013 BY H Save Close YouWinLaw Manual Columns in Work Screen File Columns in Work Screen File H Typ and SubTyp Example of symbols for documents k Document J Word Document
120. itials You can change your initials above used in the YouWinLaw login dialog I Cancel YouWinLaw Manual Add On s YouWinLaw Add On s DROPZONE DropZone YouWinLaw DropZone DropZone is a window where you can almost drop anything to be inserted and copied in YouWinLaw Just select an object e g email with the mouse and drag it to the DropZone window and release here Drag from Outlook DropZone YouWinLaw Drag from Outlook Emails Eal 2203 Teu Law He Tasks 2 Tas Notes 123 DropZone YouWinLaw WEAR 2013 WinYou Law Inc Attachments Appointments Contacts Explorer or Desktop Word Documents PDF Documents Excel Spreadsheets Powerpoint Presentations e E Mails including attachments Internet Links e Attachments Documents excel pdf etc Item wil be mported to selected Project in YouWn an e Past Appointments will be inserted aS fee In YouWinLaw You can move the DropZone window 7 7 i 7 anywhere on the desktop e Future Appointments will be inserted as appointments in YouWinLaw e Tasks e Notes a E OER a memeyor am co k x ccn Contacts E File Home Send Receive Folder View Add Ins wwe b A Outlook e mails are copied into the document folder as a amp a amo XC QQ Q Senno AB Morete to Manages ty RS gas i a MSG files message file into the YouWinLaw document New Ne me slete R
121. k on the button Filter The filter dialog is divided into type subtype owner and Typ Subtyp date mee Corresponds to the various log types and log subtypes IO m TIP If you click on the text after 7 W Fee the icon then only this will be ous Search Text Q W 4 Expenst selected wl bt specified W Sy Periodical Fee iE 9 Internal Y Filter off fe 5 J y Expenses oes a k EUMent E amp Periodical Fee ik ME Notes MO Appointment Task The button Filtered appears in orange when a filter is Deadline active 2 Bill Search Text Q H wEA Payment eae Owners Users fw EB Reminder y All users who have made an entry in this Work Screen Doni File will be shown here B Project Acme Corporation X 4 gt x a Filter xfjg Properties Description Contacts Info Contact Tel Fax BIO All A z Date ee o Fn ee Here the date is automatically displayed 53 Coun u 0 14 io a ae cane earn Be con amma the date of the oldest entry to the latest v0 lowe pe Tmo Owner E Tet E Onn entry date DOO MO oe Use the button Date Range to make a D 2 8 2013 Document X0000140 msg JL Outlook Sent Draft Contract E B Of Bill qui ck S el e cti on HoP Payment x D Reeder y Date Range All v i Today Yesterday Date Range All v This Weel From 8 31 2012 ly
122. l a W toe ca toed A Administrator I gt Accounting oe Email Suppo F Enter Activation License Codes Tools Reporting Administration Layouts Support YouWinLaw Registration Keys Here you can enter your registration keys YouWinLaw Activation License Code E E Enter Activation License Codes Final steps for activating your YouWinLaw 1 Open the email with the Activation License Code which we sent you Select the Activation License Code and press CTRL C on your keyboard Or select the Activation License Code rightclick on the selected text and select Copy in the context menu Selected Activation License Code will be pasted to the fields below P Activation License Code Company Name Doe Law Office Serial Number 730105 _ License p 98C6 F16 FECC E699 1 a083 3402 D226 CEOS 2 074A 15C6 7612 0073 Do not change anything or the activation will not work 3 H Save Click to save the Activation License Code to the YouWinLaw Software this dialog will be closed E Restart YouWinLaw to activate the new License E Code Copyright WinYou Law Inc REGISTERING YOUR LICENSE INFORMATION Your activation license code Do not include this line Do not include this line 1 Select the activation license code and press Ctrl C 71 Onen Yorini aw In
123. lick the small arrow to the right of the button Favorites a menu opens You can remove a selected project in Favorites from the Favorites list Copyright WinYou Law Inc Cirents Cases PROJECTS 17 iE Z O Search YouWinLaw Qs as n c onrar rat E Fa Rename 55 Move ie Bg User F Summary Tig Delete Project amp Insert Tam Keywords 0 Y Filter New New ae Ci a Client Caie Jr Favorites ip MyData info meg Refresh Add Management Properties View eneral YouWinLaw 2013 for Doe Law Office Work Screen File TimeSheet Document Automation amp x Calendar Billing Tools Apps a a Q Project Explorer X B Project Explorer 3 Contact Explorer Search p 5 5 Clients Cases Files Projects Gyr Favorites a Lance Peter Nashwille TN Contract H U Recent Projects N H Acme Corporation 5 5 Lance Peter Nashwille TN YouWinLaw Manual Menu Move es E Move Insert Insert Management 1 Select the project you want to move 2 Click the Move button the button Paste will be enabled 3 Select the new target client or project 4 Click on the button Insert The project will be moved to the target TIP You can also do this directly with DRac amp Drop Copyright WinYou Law Inc CLIENTS Cases PROJECTS 18 B Project Explorer Contact Explorer Search p 5 5 Clients Cases Files Projects Gyr Favorites _ b Lance Peter Nashwille
124. ll Text Copyright WinYou Law Inc BILLING 94 om mes as 5 I amp gt EE Search Youwintaw YouWinLaw 2013 for Doe Law Office Project Acme Corpggation File Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calenda Tools Apps a a 2 We kindly ask you to transfer the amount due within 30 days PAGE 1 OF 1 75 WORDS CX ENGLISH UNITED STATES 3 6 Bee 8 se FA ssid hni enian na P aa MBit GHS 0O Document38 Compatibility Mode Word M m x HOME INSERT DESIGN PAGE LAYOUT REFERENCES MAILINGS REVIEW VIEW j E SE eel A n i B T Uaa x 4 ESS tse 7 Paste aly ee on P Styles Editing V A Z A Aa AWN He FL i Clipboard Ma Font a Faragraph m Styles m P Apple Inc 1 Infinite Loop Cupertino CA 95014 July 20 2013 Document33 JL JL BILL Invoice No 3 RO Draft Client Acme Corporation Period 2 12 2013 through 7 19 2013 Fee 2 12 2013 Contract 3 40 h 680 00 4 19 2013 Tel Client 0 50 h 100 00 Total fee 3 90 h 680 00 Management Fee 90 00 Out of pocket expenses Phone calls 67 00 Travel expenses 200 00 267 00 Balance due in our favour 1 037 00 YouWinLaw Manual Billing E ta E H Draft Final Draft Final Overview of all open fees expenses and advance pay ments If you double click on an item then this item is disabled in this bill t D E Date 7 20 2013 71
125. lt 4 gt palena al Search Contacts Ctri Q P Jobs Steve 4 November 2010 gt Suggested Contacts win jl a NS a a a Su Mo Tu We Th Fr Sa 83 Contacts o ai 3 123456 e gt Suggested Contacts info win ot Steve Jobs ou a 2 B 901R ho b 14 15 16 17 18 19 20 a8 gt Jobs apple com aman 21 22 23 24 25 26 27 eee 28 2 30 1 2 3 4 inite Loop 5 2 Cupertino CA 95014 d S es ti e f No upcoming appointments g h i Arrange By Flag Due Date lt j Type a new task There are no items to show in this I view m n op q r s t n I Q ma IEJ S Gar Search Youwinlaw YouWinLaw 2013 for Doe Law Office Contact Apple Inc jis File Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps A a fs Contac ao it amp Login gB AutoText H Save Layout as FAQ G Home Page Tasks Password Options _ Activate Layout Ca Support S Order YouWinlaw Find Conflit Reports Pivot i elp s v Check Administrator gt Accounting EMail Support A Enter Activation License Codes a Tools Reporting Administration Layouts Support YouWinLaw g Contact Explorer BX E Contact Apple Ine x TE 2 B Project Explorer E Contact Explorer Address Information E Bookmarks c gt Linked Clients Matters Projects
126. ment to PDF C Security Explore Folder Management Open Document Open Document Convert Docu ment to PDF Convert Document to POF Here you can search all the documents in the current project with full text search Search Docu ments search Documents Copyright WinYou Law Inc Management The selected document is opened with the appropriate program Convert opened Word Document in a PDF Format P PI EA Search Tools Home Share View Search Current folder iE Kind A G s t a3 tg All subfolders Ld Size 7 Computer T Date Sg Searchagainin modified 7 O Other properties Location Refine a T b7 Search Results gt A Ft Favorites E Desktop mi Downloads Recent places a Libraries a E Documents ad Music E Pictures E Videos 2 items J L0000163 docx Apple Inc StevelJobs1 Infinite LoopCupertino CA 95014 July 19 2013 JL Size 15 2 KB DOCUMENT AUTOMATION 78 z E E x AB amp O Gar Search Youwintaw 7 YouWinLaw 2013 for Doe Law Office Project Acme Corporation a Clients Cases Prom yntaci any alendar Billing Tools Apps a 2 E n a x ta D Preview Document Import Document ey 2 Link Contact E E Comment mamba Es p Change Title Date Ci Show Documents 2 Remove Link H Ki Revert Create Create Send Open Convert Search View i n Document EMail Documenti Document Document to PDF Documents L Security E Explore Folder
127. mportance Move OneNote Categorize Actions gy Private High Importance Low Importance Tags Search Contacts Ctrl E Contacts Apple Inc f ted Contact Suggested Co s k 877 412 7753 Work Mobile Home 877 412 7752 Mrs Smith Assistant info apple com 1 Infinite Loop Cupertino CA 95014 www apple com a Slaja ua a Copyright WinYou Law Inc Al Gore Work Mobile Home Assistant 2817 West End Avenue Nashwille TN 37203 Microsoft Corporation Microsoft 452 882 8080 Work Mobile Home Assistant info microsoft com One Microsoft Way Redmond WA 98052 7329 www microsoft com 4 November 2010 gt SuMo TuWe Th Fr Sa 31 1 2 3 45 6 7T 8 9 10 21 12 13 15 22 29 6 No upcoming appointments Deleting Selected all Addresses Filling Table ADDR_EXPORT with data IMPORT AND EXPORT 140 YouWinLaw Manual Add On s YouWinLaw IMPORT AND EXPORT 141 Word Mail Merge with YouWinLaw Contacts Follow the instructions in the dialogs The table with contact data is automatic linked just start to insert Merge fields Also the Address Block is automatically filled Ready to show 3 Addresses in Word Mail Merge a vr w File Home Insert Page Layout References Mailings Review View Add Ins a amp J 1 t USLU 4 J a UOJN vY i Rules 1 rs a ALe g Kaa _ gt mB a Match Fi
128. nagement Version Management New Version Comment Revert Delete a Delete Calendar Introduction Mm Q R Insert Insert Task To Do Appointment Deadline Calendar Task List Q Appointment New Appointment A Task New Task ToDo Deadline New Deadline Calendar Views Different Calendar views HE Ps Save Filter Calendar EJ Close all Alarms List l View View Close all Alarms Copyright WinYou Law Inc 84 84 84 84 84 85 85 85 85 86 86 87 88 89 90 91 92 92 93 93 CONTENT 5 Billing aa a ES sino Billing 2 gt Draft i Final i Period Hourly Rates gt Sales Tax VAT sl Expenses sed Documents sad Currency a rr iiaa Payment aa Payment on Bill a Advance Payment sb Write Off E Ea e oe equest Reminder n a Management 100 Payment Request P Bill Reminder a Trust Account ie Periodical Fees ne Bg Billing m Properties Properties 104 Billing we Rates an Tools aoe Introduction 2 YouWinLaw Manual th dt Find Conflict CONTENT amp Home Page ie Order YouWinLaw A Enter Activation License Codes rl Tools 106 YouWinLaw YouWinLaw 122 Find Standard 106 Registration Keys 122 Find Expert 107 Add On s 123 Conflict Check 108 Fulltext Search 109 DropZone 123 Drag from Outlook 123 gH Drag from Windows desktop explorer 123 popes feal Drag Outlook E Mails and Attachments 124 eins Reporting 110 Drag Outlook Appointments 125 Reports 110 Drag Outlook T
129. nter any text you want You can use shortcuts Type i BS trust Account is Deadline 0 Text The document is now created in Word and can be edited It is automatically saved and registered in the project See also kBill Reminder on Page 101 Copyright WinYou Law Inc YouWinLaw Manual Data Quick Add 2 rust Account Third Party Funds Clients Account Entry option Date Third Party Funds Text Select the desired Date Standard display is today s date Select the currency standard display is the project currency Enter the amount in the next field Payment If you want to enter a pay ment you register the amount with a minus sign in front e g 10 000 00 In the text field you can enter any text you want You can use shortcuts In the summary window you will always see the actual status Payment on Invoice Clients Account for advance payments Date Third Party Funds Text Amount Calculate Select the desired Date Standard display is today s date Select the currency in the field Total Third Party funds The amount is listed in this currency In the text field you can enter any text you want You can use shortcuts Enter the amount in the project currency it will be automatically con verted in the appropriate currency If you want to enter the amount in the foreign currency press the field Currency Adjustment at the right of the field Amount Enter the
130. od Index Fill Factor HEHEHE LEAKE HELA HEHEHE HEHEHE EERE HEHEHE EEE Arrange By Flag Due Date SEEKERS EEEEEEEESE Type a new task There are no items to show in this 124 gt No upcoming appointments E A Copyright WinYou Law Inc YouWinLaw Manual Add On s YouWinLaw Drag Outlook Appointments 1 Open the corresponding project in YouWinLaw 2 Drag the appointment to the DropZone Windows 3 Click OK on the import dialog TIP If the appointment is in the past YouWinLaw will automatically insert a Fee else an appointment is inserted Copyright WinYou Law Inc DRopZONE 125 i J Sx Send Receive Folder View Add Ins 2 2S543 525 n2 asg g gue r GJ Address Bodk N New N Today Next7 Day Work Week Schedule Open Calendar E mail Share Publish Calendar a Addto Appointment Meeting Items 7 Days Week iew Calendar Groups Calendar Calendar Online Permissions New Arrange f Manage Calendars 4 November 2010 gt Su Mo Tu We Th Fr Sa 4 gt November 2010 Monday Tuesday Wednesday Saturday 4 ee ey ge 4 E My Calendars On My iPad Future appointment Date 11 23 2010 jv Peas Subject oes Calendar Meeting SOL Location C gt Outlook YouWinLaw Manual Add On s YouWinLaw Drag Outlook Tasks 1 Open the corresponding project in YouWinLaw
131. odical fees for this project will be shown Press New to create a new entry From Type the starting date To Type the ending date Period Select the desired periodicity Amount Type the amount you want to be invoiced Tax Select the desired Sales Tax or VAT rate with the arrow key Owner Select the desired user with the arrow key Type Select the desired type of periodical fee with the arrow key Description Enter the text to be displayed Close with the OK button and in the following window with Close This periodical fees will show up automatically in the correspond ing Billing Copyright WinYou Law Inc Annually Every two months Half a year Monthly Once Quarterly Work Screen FILE 46 Fee 4 Expense Overview Periodical Fees Document EMail Document Version Import Document Note Task To Do Appointment 7 CPC h o m g Deadline Modify Bill Delete Payment Request Payment Bill Reminder Trust Account Periodical fees 7 18 2013 H 7 18 2013 E i i i Cancel Period E Quarterly e Amount Owner Accounting 90 00 Doe Law Office D Sales Tax aali Te _ e L l not specified n Description Management Fee w Overview Periodical Fees Period Description Amount Close Modify Delete YouWinLaw Manual Data Quick Add Work Screen FILE 47 Document E mail ee ae om 4 Coy Periodical Fee
132. ogin aa AutoText H Save Layout as FAQ aaa Home Page al Password ie Options F Activate Layout Ca Support Ss Order YouWinLaw Find Conflict Reports Pivot m A Administrator IE Accounting EMail Support Enter Activation License Codes Ce start Layout Reporting Administration Support YouWinLaw ml My Layout 1 Al My Layout 2 A My Layout 3 Properties Description Contacts Contacts Info Contact Contact Tel Fax E s ea Restore Settings tT Gients Cases Files Projects Project Stan 5 5 2013 A c Client Apple Inc A Search Text er Fawrites Language English H Apple Inc Cupertino CA 1 Infinite Loop ee es Coun Cupertino CA95014 Y Fite Of gt 3 J Lance Peter Nashwille TN Contract Office Headoffice a a XD Recent Projects mespceane Doe Law Office 77 amp Lance Peter Nashwille TN Dear Sir Madam Quickadd ESB moog Acme Corporation w Lawyer of counterparty E ull 55 Lance Peter Nashwille TN me Blue H D T l Date Type Info Ow Text gt Black 2 1 11 2013 Notes JL Importent Notes Ey 7 26 2013 Deadline JL Judge Smith 7 23 2013 Appa 11 00 12 30 JL Meeting with Brown T 22 2013 Task JL Contract uE 7 20 2013 Trust A 900 00 JL Our Bill 2343 Payment from Clients Account IB A Gar YouWinLaw 2013 for Doe Law Office Project Acme Corporation ies Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing
133. ort Document Advance Payment Request Note i ae Task To Do 7 18 2013 By Appointment Sales Tax Ga Deadline oa Doo Bill Text Ea Fayment Bill Reminder os Trust Account HHS Oo KV000156 docx Compatibility Mode Word 7 amp O X HOME INSERT DESIGN PAGE LAYOUT REFERENCES MAILINGS REVIEW VIEW tn EEE EA ln A BF Uva x x amp ESS fE se Paste ake i oS TR A Styles Editing V A Z A ra KK H T Clipboard Ma Font F Faragraph Ta Styles m P Apple Inc 1 Infinite Loop Acme Corporation Dear Sir Madam Cupertino CA 95014 July 18 2013 Kw000156 docx JLUL We kindly ask you to transfer the amount described below as an advance payment towards anticipated legal cost Advanced Payment CHF 200 00 PAGE 1 0F1 49 WORDS ENGLISH UNITED STATES YouWinLaw Manual Data Quick Add Work Screen FILE 57 Bill Reminder 4 ae Coy Periodical Fee Document EMail New Document Version gt Import Document Z Mote Date Select the desired Date Standard display is today s date Task To Do Amount Enter the amount Reminder Appointment fa Deadline Type Select the type of reminder by clicking on the field and on the corre Date 7 18 2013 E Bill sponding line selection possible if several types have been installed EA payment Currency Exch Rate Amount h 4 Deadline Insert the Deadline in the corresponding field uD sv 0 0000 0 00 ian Text In the text field you can e
134. p Pas W a 3 Aal aa J Address Book Ko i uor on Delete Notes List Last 7 Days Forward Move Categorize Pisa o A 3 Click OK on the import dialog Delete Current View Actions Tags Evernote New 4 My Notes 4 November 2010 is Su Mo Tu We Th Fr Sa Note is inserted in the work screen in selected proj ect eee ee ee ee ee ee n goseennenneneaneanennesnneny A Arrange By Flag Due Date Type a new task Add Language DK oe A B ue Gs GRE _ Show on open Project Title Outlook Notes My Passwords Note My Passwords All secret tD Date Type Info Ow Text 7 bs Copyright WinYou Law Inc YouWinLaw Manual Add On s YouWinLaw Drag Outlook Contacts 1 Drag the Contact to the DropZone Windows TIP Imported Contact is shown in bold in the You WinLaw Contact Explorer until next refresh Copyright WinYou Law Inc B g DRopZONE 128 IR DropZone WinYou Law Folder View Add Ins C8 rs 8 N3 EH Forward Contag EJ Find a Contact 7 Pas k E RY v Ni aga Share Co et flas E GA Address Book New New Contat New Delete E mail Meeting More Card Phone Move Mail OneNote Categorize Follow Private Add to Contact Group Items X Z Merge 83 Opeg Mared Contacts z Up Evernote 4 0 New Delete Communicate Current View Actions p Share Tags Find Evernote
135. rd ol YouWinLaw Manual Data Quick Add Fee Date User From To Hours Type Rate Total Sales Tax Text Select the desired Date click on the small date icon or type it directly standard display is today s date The login user is proposed automatically You can enter a time period from You can enter a time period to or minutes Here you can enter the time in decimal hours 0 5 30 minutes If there are various types of fees you can select the desired type here Can be modified for an entry Standard display is the hourly rate of the current User or Project Is calculated automatically according to the time period and the rate Can be overwritten You can also enter a flat fee without hours or a time period Standard display is the Sales Tax or VAT Rate of the project Can be modified for an entry The corresponding text You can use text shortcuts Internal use Internal text will not be shown on the bill e If you want to enter several fee entries in a row press SHIFT while closing with the OK button The fee entry is saved and a new Work Screen File Fee entry dialog is opened e You can enter fees and expenses in the Timesheet Copyright WinYou Law Inc Date 7 18 2013 al From To 00 00 00 00 Rate Total 200 00 Text Internal use 0 00 Fee Doe Law Office Type Ihot spected Sales Tax Work Screen FILE 44 mo m pa M
136. roject Type From To Hrs Amount Expenses Text Acme Corporation Fee D000 omon oso tonon Lance Peter Nashwille Fee 00 00 00 00 075 150 00 Lance Peter Nashwille Fax 3 00 All entries are shown for selected e Date e Owner Date e 7 19 2013 Sales Tax Language English Rate 200 00 Tel Client Fee 4 Expense By e Owner Doe Law Office a TIMESHEET 68 Enter Fees and Expenses with the traditional dialog Properties for actual Project The project language is displayed in the Timesheet When an Autotext is detected this will be replaced automatically in the project language The Sales Tax VAT of the project is displayed in the Timesheet The rate will automatically be taken in account for fees and expenses The fee rate is also displayed If a spe cial fee was defined in a project this will be displayed YouWinLaw Manual Introduction to TimeSheet Shortcuts Introduction to TimeSheet Shortcuts If WinYou Law TimeSheet recognizes a Text Shortcut it will automatical ly insert the corresponding text You can combine these text Shortcuts with normal text and or with TimeSheet Shortcuts Fee Shortcuts m Minutes 45m 45 Minutes h Decimal Hours 1 5h 1 30 hours int Internal Hours without fee and rate 5int 0 30 hours fr Override the automatic Fee Rate 90fr temporarily Fee Rate of 90 tf Enter Total Fee directly without Hours tf400 Total Fe
137. rojects z Acme Corporation move You can draw directly on these i Share Purchase Z LP lence arrows or place the window directly lt j e a gt z x IB amp gt Ei Search Youwintaw Qs YouWinLaw 2013 for Doe Law Office E cient Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a 2 th ff amp Login amp AutoText a Save Layout as 7 FAQ Home Page a Password ite Options r Activate Layout 7 Ca Support ws Order YouWinLaw Find Conflict Reports Pivot ls Help Sopa N o heck Administrator E Accounting o EMail Support fl Enter Activation License Codes Tools Reporting Administration Layouts Support YouWinLaw Contact Explorer qx F search p a nm Contacts Addresses i E Apple Inc Cupertino CA je amp Gore Al Nashwille TN io amp Lance Peter Nashwille TN fae i E Microsoft Corporation Redmond WA QuickFilter v Search p B Gients Cases Files Projects 5 Favorites fbn J Lance Peter Nashwille TN Contract oj D Recent Projects 5 5 Acme Corporation fi Acme Share Purchase B Lance Peter Nashwille TN QuickFilter y Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 Sunday July 21 2013 TIP Use Activate Layout Re store Settings to return YouWin Law to the original stat
138. roperties Rates Change the default rates for the users within selected project Ti Acme Corporation 7g Rates Biling Differing User Fee Rates for this Project User Add User Keywords Bookmarks Data Fields Modify Rate Security User Access Remove User These Fee Rates are valid only for this Project Fixed Fee Rate for this Project Hourly Rate l 0 00 These fields overrides the standard Fee Rate of the User or the i Proj Price per copy 0 00 a oject User Fee Price per mile 0 00 ox canci Copyright WinYou Law Inc YouWinLaw Manual Introduction Tools Introduction Here are the different functions they are independent of a project eg find reporting or program options Copyright WinYou Law Inc TooLs 105 A 1 sc M BEL YouWi O p amp ma Search YouWinLaw Qs YouWinLaw 2013 for Doe Law Office Project Acme Corporatiag File Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Apps a a 2 a ff J l amp Login 88 AutoText H Save Layout as FAQ Home Page i A Password ie Options CS Activate Layout Ca Support a Order YouWinLaw Find Conflit Reports Pivot he j Help Ts Check Administrator E Accounting EMail Support A Enter Activation License Codes Tools Reporting Administration Layouts Support YouWinLaw YouWinLaw Manual Introduction Tools
139. rting Reports Pivot w Reporting Reports Standard Reports Reports Total Fees per Project Detailed Fees per Project Detailed Fees per Day User Reports Per Day and User Accounts Receivable Open Bills Billed Paid Projects List of Projects Copyright WinYou Law Inc TooLs 110 py c an z _ 5 5 3 O x IB amp gt Har Search Youwintaw p7 YouWinLaw 2013 for Doe Law Office Project Acme Corporation Proj Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a 2 Login en AutoText a Save Layout as 7 FAQ Home Page Password ite Options CS Activate Layout 7 Eg Support Order YouWinLaw Hel A Administrator E Accounting a EMail Support F Enter Activation License Codes Administration Layouts Support YouWinLaw Reports Hs Total Fees per Project Select Period From T Pa Select Fee Qwner s A Select Fee Status Select Project Status Generate Report JE Print Preview Acme Corporation 13 9 4250 00 Lance Peter Nashwille TN 0 8 150 00 147 Bl YouWinLaw Manual Introduction Administration amp Login E AutoText a Password ite Options A Administrator Accounting mu gt RIEAN Clients Cases Proj g ma Search YouWinLaw QF TOOLS YouWinLaw 2013 for Doe Law Office Project Acme Corporation Administration Login Administration Allows the user to login to another D
140. ry Curr Close with the OK button oe YouWinLaw displays immediately the selected time period and nas the corresponding entries Hourly Rates In this dialog you can change the fee rate and the fee total for the selected time period The number of hours cannot be modi Modify Rates fied If you want to include the Non billable Hours you have to activate the check box User Hours Rate Fees Seles Tax 1 Press on the button Hourly Rates and the window Modify Expenses Rates is displayed Total Work in Progress 3 90 780 00 2 Select the user whose rate or fee you want to change and perform the changes in the field Rate or Fee at the window bottom 3 If you want to modify the total amount select the line C Include non billable hours l Total and enter the new amount at the window bottom SSPE Se S eee Exch Rate automatically be modified in all log Rate 200 00 0 0000 The rates and fees of the users are adapted automatically heeel TLES a n Calculate and the previous Total remains listed as a piece of information i De ee i Close with the oxk button Hourly Rate in a foreign currency Option You can modify the rates and fees per user in the project currency Proceed as follows 1 Press the button next to the fields Fee or Total and the Dialog Currency Adjustments is displayed 2 Modify the amount in the project currency by overwriting it 3 Press the OK button and the modified amount is listed in the system curr
141. s Phone calls 67 00 Travel expenses 200 00 267 00 Balance due in our favour 1 037 00 PAGE1OF1 69WORDS ENGLISH UNITED STATES YouWinLaw Manual Data Quick Add Payment Payment a Write Off or an Advance Payment Date Select the desired Date click on the small date icon or type it directly standard display is today s date Type Advance Payment Payment Write Off Open Invoices A list of all open bills Currency Actual currency of the project Amount Amount See also Payment on Bill on Page 99 Copyright WinYou Law Inc Work Screen FILE 55 Fee a Expense Periodical Fee Document EMail Yew Document Version Import Document Note Task To Do Appointment Deadline e n 2 O Bill Request Payment Bill Reminder Trust Account Da m m YouWinLaw Manual Data Quick Add Request Payment Date Select the desired Date Standard display is today s date Amount Insert the amount If some work has already been recorded a proposal is displayed You can overwrite it Tax Select the Tax rate by clicking on the corresponding field Text Enter in this field any text you want You can use shortcuts The document is now created in Word and can be edited It is saved automatically and registered in the project Copyright WinYou Law Inc Work Screen FILE 56 Fee 4 Expense oy Periodical Fee Document EMail D New Document Version gt Imp
142. s Tools Export to Excel Print TimeSheet Introduction Overview Introduction to TimeSheet Shortcuts Fee Shortcuts Timer Shortcuts Expenses Shortcuts FO Open Project f Edit s Delete TimeSheet TimeSheet TimeSheet Open Project Fdit f Edit TimeSheet Delete Show Hours Weekly View its Monthly View X Billed Entries View View Day Week Month Hours Amounts Rillad Billed Entries Refresh HS Print Export to Excel Print Export Print Export Copyright WinYou Law Inc 65 65 66 67 67 68 69 69 69 69 70 70 70 70 70 70 71 71 71 71 71 71 71 71 ra 72 CONTENT Print Export to Excel E Show Legend C Totals only Eh Save Position tond Legend Show Legend Totals only Save Position Document Automation Document E mail B e e Create Create Send Document EMail Documents Create Create Create Document Create E mail Send Documents D D Bom aaan Document Document to PDF C Security Explore Folder Mananement Management Open Document Search Documents Change Title Date Security Import Document Show Documents Explore Folder 5 Link Contact ETTE Remove Link eae Cc Link Bookmarks Project Contact Links Project Contact Links View Contact Link Contact Remove Link Link Bookmarks YouWinLaw Manual 72 72 73 73 73 73 74 74 75 75 76 77 78 78 78 79 80 80 81 81 82 82 82 83 83 L Ne Version Version Ma
143. s link i Acme Comoration Acme Share Purchase CP Address link with _ bS Acme Corporation Acme Share Purchase Contracts cD Contact person Project related addresses are automatically listed in the Client S es Counterparty ne a a S Lance Peter Nashwille TN 5 Board of Directors Relation Manager with their links 5 _of Board of Directors Link Types je Counterparty p52 Lawyer of counterparty Link Bookmarks Ler Other E General My Info Field Create additional links with the selected Contact IE amp O Search YouWinLaw gt YouWinLaw 2013 for Doe Law Office Contact Apple Inc Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a Q 1 Select the type of link in the field Type A Ea Refresh EZ Modify of Links e g Contact person and o 2s eo ef e olka Eg Delete double click it The link type S NOW Sil cia oes nn Sait Ereni bis E automatically assigned Add View Management Tools p ConaaBpoer Emeeen gt ar 2 select the address project you want to Fees Prspeet Explorer EE Contact Explores E Address Information E Bookmarks Linked Clients Matters Projects Network associate in the address project H search EA 2 Ean explorer with the mouse keep pressed S E Contacts Addresses a a F aE Apple Inc Cupertino CA i hs ashwille and Drag amp Drop to the created i eee 7 a link e g Contact person amp L
144. sion of a document is displayed the previous versions are visible when you click the sign Comment Modify any comments for selected version DocVersion Comments Co t E Comment mmen Revert Revert any selected version to the newest version eee 4 Version 1 sa added Version 1 L0000146 doc at Saturday February 13 2010 12 12 PM From Version 0 L0000139 doc Fj Revert Added Brown Delete The selected document will be deleted La Delete canes Copyright WinYou Law Inc YouWinLaw Manual Introduction Insert CALENDAR 85 Ca le n d a r IE EE Search Youwintaw 7 YouWinLaw 2013 for Doe Law Office Project Acme Corporation Ome ile Clients Cases Projects Contacts Work Screen File TimeSheet Documen t Automation Calendar Billing Tools Apps a a 2 M O a E Ca Close all Alarms Introd uction Task Appointment Ean alendar rs There are two main windows a calendar view and a list of tasks appointments and deadlines Task Appointment Deadline Insert Task To Do Date Select the desired Date E Task User The login user is proposed automatically Me Reminder Enter the number of days During this period aa ie B7 User oo x the Work Screen File entry is displayed in a Subject Contract Cancel Jak warning color E ae E a Outlook Done Activate check box when the task is fin oa a ished color display in the Work Screen File Category Important v changes automatically No
145. t as IB A Ear Search Youwintaw pj7 YouWinLaw 2013 for Doe Law Office Ome Fie E Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps A A ah ff E amp Login A AutoText S Save Layout as 7 FAQ Home Page a Eii a Password i Options Ce Activate Layout Cg Support s Order YouWinLaw l Ee aS TEn nE a manaa h Find Conflict Reports Pivot i Help j ae he Check AX Administrator 5 Accounting X Email Support F enter Activation License Codes Cal My Layout 7 Tools Reporting Administration Layouts Support YouWinLaw Contact Explorer ax Cal My Layout 2 F search o 5 a S5 Contacts Addresses Ep My Layout 5 of Apple Inc Cupertino CA amp Gore Al Nashwille TN pe amp Lance Peter Nashwille TN Bae i E Microsoft Corporation Redmond WA gt Project Explorer x Search o p H B Clents Cases Fies Projects A El Favorites oj Lance Peter Nashwille TN Contrac EJ IEJ La c 9 Recent Projects Ea od Acme Corporation y lt gt QuickFilter v QuickFilter vi Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 iN M ED amp 7 i mag Search YouWinLaw Qis Search File Clients Cases Projects Contacts Work i 4 Contacts Addresses aA if ki a amp Login 08 Au G Password e Op E Find
146. tachment to the DropZone Windows penn ne ee ee Print As Attachments Attachment Message 3 Click OK on the import Document dialog gions Selection _ Message File name INV_348485615_22886_201009301301 pdf Size 6 KB Document is inserted in the work screen in selected project ajc aiie r SO ee A You should only preview files from a trustworthy source Previewing the file might not show the full content of the file To see the most complete up to date content open the ole gt A ae Search Inbox Ctri E P Rayment information share it order no 348489615 v re E Arange By Date Newest on top Sales WinYou Law lt sales winyou law com gt Extra line breaks in this message were removed 4 Today __ Inbox 6 Sent Sun 11 21 2010 9 57 AM Sj Sent Items To Deleted tems I Message INV 548485615 22886 201008301301 pat P E Sales WinYou Law Conversation Action Settings FW Payment information share it order no O TermsAndConditions PDF 122 KB La ik E man 3 Sales WinYou Law 9 34 AM E Outbox FW VeriSign 2048 bit Root Upgrade Completed Fe Search Folders E Sales WinYou Law 9 07 AM HEHEHE EAHA E EHH EAHA HEHEHE HH EEEE KH EEE HEHE EEHE HEE FW Payment information share it order no g tttttttttttt t t 4 info winyou law com File Home Send Receive Folder View Add Ins one DA i P i a 2 nx p T Ea Meetin AS Move
147. tacts Work Screen File TimeSheet ee Document Automation airs gt or 5 B Preview Document gt Import Document D Change Title Date ij Show Documents Ta Remove Link Create Create send Open Convert 7 Document EMail Documents Document Document to PDF i security Explore Folder Create Management Project Explorer hx Document Automation x ai fee Project Explorer Contact Explorer Document Search OOOO o ij Acme Corporation El Clients Cases Files Projects Ely Favorites hJ Lance Peter Nashwille TN Contrat E K Recent Projects ff Acme Corporation 5 5 Lance Peter Nashwille TN H Contract Document Templates CF Save curent Word Document E Insert Address in curent Word Document Client amp Jobs Steve 5J H E Canada LIR 562 Markham ON Counterparty Lawyer of counterparty Other gs Microsoft Corporation Redmond WA DOCUMENT AUTOMATION 74 Automation Tools Apps Billing 4 gt Link Contact E Comment Revert View New Contact GU Link Bookmarks Version Le Delete Project Contact Links Version Management J b x Address to Apple Inc 1 Infinite Loop Cupertino CA 95014 Ce Address Options _ By Registered Mail _ By Telefax C By Express Mail Delivery L Personal Confide _ By Courier Options Save Automatically C Au
148. te Enter here as much text as you like This text will be displayed in the Work Screen File Outlook If checked then task is automatically entered in Outlook Copyright WinYou Law Inc YouWinLaw Manual Introduction Insert Appointment Q Appointment Deadline Deadline Date User Subject Location Time Completed Reminder Hours Note Category Show as Outlook Date User Reminder Done Note Outlook Copyright WinYou Law Inc Select the desired Date The login user is proposed automatically Subject Location Time of the appointment Activate the check box when the appoint ment is done the display color in the Work Screen File changes automatically Activate the check box if you want to be reminded of the appointment Enter here how long before the appointment you want to before app be reminded Enter here as much text as you like Category Show as in Calendar Free Tentative Busy Out of Office If checked then appointment is automatically entered in Outlook Select the desired Date click on the small date icon or type it directly standard display is today s date The login user is proposed automatically Enter the number of days During this period the Work Screen File entry is displayed in a warning color Activate check box when the deadline is fin ished color display in the Work Screen File changes automati
149. th dt Find Conflict wa TOOIS search procedures In standard mode you can search accord Text Search Option you can search with individual criteria Find Standard The Search was specially created for comfortable and quick fi ing to predefined criteria in Expert Conflict Check and Full Find Those criteria can differ from our description depending on the settings in your database You can work with YouWinLaw and Search at the same time ff Expert Se Project Number fe Conflict Check Inthe Address field you can enter the following criteria Company The search is performed in company name or first name Inthe Project fields you can enter the following criteria Enter the project number Py Sean man m o x EJ gt Gar Search Youwinlaw Qs YouWinLaw 2013 for Doe Law Office Project Acme Corporation File pis Cases Projects Contacts Work Screen File TimeSheet Documen t Automation Calendar Billing Tools Apps a a 3 amp Login A AutoText a Save Layout as 7 FAQ amp Home Page i Passwor d ie Options CS Activate Layout v Eg Support Order YouWinLaw Find Conflict Reports Pivot ah Help i aes p Check Administrator Accounting EMail Support fl Enter Activation License Codes Reporting Administration Layouts Support YouWinLaw ff ws o earch Searchcriteria Standard Expert Conflict check Project Name Number Address Company Name Project
150. the corresponding Tel Fax EMails in the Tel Fax EMail window Contacts ADDRESSES 28 Click on Tel Fax EMail button or right click in the Tel Fax EMail Window to get the context menu Select Add or Edit Tel Fax EMail to add some new entries Cancel Edit or insert Tel Fax EMail The number of entries is not restricted For example you can use the entry Tel Business as many times as you wish E Tel Diii Business 877 412 7753 YouWinLaw also allows you to enter any remarks type any text after the bara Assistant 877 412 7752 Mrs Smith number l 877 412 7749 You can also edit the data directly in the fields Tel Fax Email Business info apple com E Internet Web site www apple com Address lt amp Contact Persons Street 1 Infinite Loop a Tel Business 877 412 7753 Assistant 877 412 7752 Mrs Smith Country USA iv al Fax ZIP Postal Code 95014 EES bil bal be 4 EMail a eee Business info apple com 4 Internet Website www apple com Copyright WinYou Law Inc YouWinLaw Manual Address Management Add CONTACTS ADDRESSES 29 Contact Persons Click on the Contact Persons button or Double Click on the Contact Person in the list and the Contact Person Dialog will show up From the Contact Person Dialog you control every aspect of the Contact Person You can assign
151. tomatic Fee Copyright 2013 WinYou Law Inc All rights reserved Workgroup 3 User s 1 active 7 3 2019 1060 YouWinLaw Manual Document E mail Create 1 a ma A Create Create Send Document EMail Documents Create Create Docu ment D Create Document Create In Document Automation select tab Document 1 Select a document Template 2 Selecta Contact Address Select the Project Related Address or as shown directly the Contact Person In the Address window you will see how the Address will exactly be shown in the document You can also drag a contact from the Contact Explorer directly in the address window Drag amp Drop 3 Title Subject The Title will be shown in the Work Screen File Document Entry for the project The Subject will be shown in the document 4 Click on the button Create to create the document Word opens with the corresponding template as a new document All bookmarks in the template are filled in address subject etc The document is saved automatically It adds a corresponding entry in the Work Screen File table DOCUMENT AUTOMATION 75 8 F O Search YouWinLaw 7 YouWinLaw 2013 for Doe Law Office Document Automation Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a a 2 B Preview Document Import Document PA E Link Contact E p Change Title Date Ch Sho
152. ts Matters Projects Network amp p i Al Gore Jr f Modify ass 2817 West End Avenue English v Nashwille TN 37203 Mr Mrs v Title v First Name Al Notes Codes Q Last Name Gore Amold Jr OutLook JL Job Title Jr w Board of directors Apple Inc Greeting line Dear Albert Gore v lt gt Address amp Contact Persons Street 2817 West End Avenue 4 Internet Web site www algore com Website www algore org Country USA yv ZIP Postal Code 37203 City State Nashwille TN Contact AlGorex X T gt xX YouWinLaw Manual Address Management View Contacts ADDRESSES 32 Contact Network If you want to display the links of an address select the desired ae address In the address list and click On the button Contact Net l Address Information E Bookmarks Linked Clients Matters Projects Network Bz work or on the tab in the address view The Address Network oman i Client Relation Manager offers you a comfortable graphic over Sen St ae eD Employee of Contact j i j i in amp Gore Al Nashwille TN 52 Employer of at view over the relations between addresses and Projects Clients aye e OneWayLirk Cases Matters This can be an Address to Project or an Address i Acme Comoration jc Acquaintance Po pe B Lance Peter Nashwille TN Contract Widget Manufacturing 59 Address link from to Addres
153. tters Projects Network PA a Save English w Mr Mrs w Title W Tel Fax EMail Fist Name J Nes Codes Last Name Job Title w Greeting line ka Address Contact Persons Street Tel Country USA wW Z F Postal Code City State YouWinLaw Manual Address Management Add Contacts ADDRESSES 26 Automatic check of duplicate Add resses Found duplicate Copies of Address If YouWinLaw finds a corresponding existing address in the data base a warning dialog will be shown You can choose to continue sei sin ndet a a or to use the existing one Follow the instructions on the screen ESE Automatic City Zip Postal Codes If YouWinLaw recognizes a postal code it will fill out the city state field automatically If the postal code corresponds to several Cities or areas the window Select City is displayed Select the desired entry and close with OK If you know the name of the city but not the zip code type the name of the city in the city field and press oat EY the key combination Shift Tab the selection window for the zip codes is displayed Address View The current address view will be shown here Address Al Gore Ir If you have chosen a different country the address view is auto Greet 2817 West End Avenue aig i Nashwille TN 37203 matically adjusted Country USA i ZIP Postal Code 37203 City State Nashwille TN Notes Swit
154. u Law Inc YouWinLaw Manual Expenses Shortcuts Legend E Show Legend C Totals only hola Legend Show Legend Show Legend Totals only Totals only Save Position E Totals only Copyright WinYou Law Inc TimeSheet Legend window will be shown Only the total amounts will be shown in the Legend The position of Legend Window will be saved TimeSheet sto Fee time until h Hours of fee Ant Intern m Minutes of fee ss Start Stop tf Total fee mis Miscellaneous e Reimbursement Telephone Travel expenses TimeSheet TIMESHEET il amp Search YouWinLaw 2 YouWinLaw 2013 for Doe Law Office TimeSheet Clients Cases Projects Contacts Work Screen File TimeSheet Document Automation Calendar Billing Tools 73 o EA Apps a AO Open Project B Daily view Show Hours lt a Refresh eu Print E Show Legend Edit Weekly View Show Amounts C3 Save View Export to Excell Totals only TimeSheet Delete Monthly View V Billed Entries Ce Restore Eh Save Position TimeSheet View Management Print Export Legend YouWinLaw Manual Document E mail Document Automa tion Document E mail The tab Document Automation contains all the processing possibilities for documents and e mails Copyright WinYou Law Inc WE Be O Ger SearchYouWinlaw 2 YouWinLaw 2013 for Doe Clients Cases Projects Con
155. verview over all open bills Advance Payment gt gt Write Off Text o Wirite Off H IG iki Date Type Info 7 20 2013 Bill 7 19 2013 L 0 50 hrs 100 00 e 7 18 2013 Periodi 90 00 4 Ve 2 12 2013 Travel 200 00 p y 2 12 2013 Phone 67 00 2 12 2013 L 3 40 hrs 680 00 Copyright WinYou Law Inc Payment Owner E Text JL JL Tel Client JL Management Fee JL Contract JL Contract JL Contract IE O Far Search Youwintaw Clients Cases Projects KR TRR T tgs Rus Draft Final Payment Advance Write Off Payment Bill Trust Periodical Request Reminder Account Fees iS Refresh 798 0000 Amount 0 00 mo Project Billing BILLING 99 ons Work Screen File TimeSheet Document Automation Calendar Billing Tools Apps a 2 YouWinLaw 2013 for Doe Law Office Project Acme Corporation Management Properties e Payment If you select Payment or Write Off the window Open Invoices will be en abled With a double click on the selected Bill all data like Amount and Bill No will be automatically filled in If part payments have already been done YouWinLaw will automatically fill in the difference e Advance Payment If you select Advance Payment Payment on Account you just fill in the Amount This will be automatically recognized in the next Bill e Write Off YouWinLaw Manual Management FEL Te tg Payment Bill Trust Period
156. w field for the YouWinLaw database Ei Fieldi w Field2 w Field3 Field3 PhoneAssistant PhoneOther FaxPrivat FaxBusiness InternetInfo InternetWebSite WinYou_ContactNo WinYou_ProjectNo 2 105 1 3 109 1 Gore Do this for all fields that you want to import ContactNumber Mr_Mrs Title Tia Company FirstName MiddleName LastName Initials JobTitle GreetingLine Street Zip City State CountryCode Country Notes EMailPrivat EMailBusiness PhonePrivat PhoneMobile PhoneBusiness When finished click on Next 136 Copyright WinYou Law Inc YouWinLaw Manual Add On s YouWinLaw IMPORT AND ExPorT 137 8 In the next screens you can check the results Use back to correct anything before the final import to YouWinLaw with the S uN 3 1 Infinite Loop 95014 Cupertino CA USA Execute button Microsoft Corporation One Microsoft Way 98052 7329 Redmond WA USA 2817 West End Avenue 37203 Nashwille TN USA b If you do not have a Client Name keep the ProjectName field empty TIP If you leave the ProjectName Client Name field empty the import wizard will fill the ProjectName automatically Copyright WinYou Law Inc YouWinLaw Manual Add On s YouWinLaw IMPORT AND EXPORT 138 Summary We ve gathered all the information the wizard needs to import your data Please dick Execute to begin the import process Import mode Append add records to th
157. w Documents ER Remove Link Kil Revert Create Create Send Document EMail Documents Create Management rae _ A Security View New m Contact C Link Bookmarks Version L Delete Project Contact Links Explore Folder Version Management Document Automation X iS Document f Email we Acme Corporation J b Xx Document Templates wg Empty Document E Save curent Word Document 5 H Apple Inc Cupertino CA amp Jobs Steve 5J H E Canada LIR 5G Markham ON cH Counterparty coo Lawyer of counterparty coo Other i ga Microsoft Corporation Redmond WA E Address to iat Apple Inc Steve Jobs 1 Infinite Loop Cupertino CA 95014 Language Address Layout E v Standard v Address Options _ By Registered Mail _ By Telefax _ By Express Mail _ Delivery Personal Confide _ By Courier Options Save Automatically Automatic Fee Re uk If Automatic Fee is enabled a fee will automatically be generated Copyright WinYou Law Inc Subject Contract _ E Create H S5 L0000163 docx Compatibility Mode Word 7 B O X FILE HOME INSERT DESIGN PAGE LAYOUT REFERENCES MAILINGS REVIEW y gt a i v v y iy icy E 3I ie Arial 11 ej E As a m BrirUuvacxx SEE l tE Kai aer aste CAN ra tyles iting SDA Z Arm KK ELNA oan ie
158. w Manual Introduction Tools Fulltext Search iL Find r ff standard Expert Conflict Check Fulltext Search N Full Text Search Optional 1 Select the search type in the field type 2 Enter the search definitions in the field Search for You can find examples for these entries in the Full Text Search mask 3 Click the button Search to start the search 4 Select and double click the desired item or click the button Open 5 The desired item is automatically selected in YouWinLaw and you can open it with a double click Print the search result You can print the search results in a list template by clicking the button Print after the search is performed Copyright WinYou Law Inc TooLs 109 Ful Text Search Type Standard o z Search for brown Standard Zeile2 Meit Hans Me OR Hans Mu gold OR silber gold AND silber gold AND NOT silber Meier NEAR gold E Projects be Brown McKinsey Contract Brown Logentries Acme Corporation Acme Corporation 92 08 2009 0 50 hrs Telephone Call to Mr Brown b 10 10 2009 Notes Lunch with Brown 24 01 2010 Document Contract Brown is 27 01 2010 Task Tel Mr Brown _ amp Contract McKinsey Contract 02 08 2009 0 50 hrs Telephone Call to Mr Brown Addresses Brown Peter Steve Ltd San Diego California YouWinLaw Manual Introduction Repo
159. x Notes DocVer Ver 1 L00001 Task Deadline Docum X0000147 pdf Docum X0000140 msg Task Notes E 3525 00 R10001 Appoin 09 00 Acme Corporation 3 JL 7 18 2013 JL Document Outlook From Sent To x cc i BCC Outlook EMail JL 07 18 2013 Subject Acme Corporation 3 JL JL G mportent Notes JL JL JL JL JL JL JL JL JL JL JL JL JL JL JL Payment Contract E Notes Brown E Draft Contract Document created in Word Tel Mr Brown Draft Contract Mail Attachment Outlook Sent Draft Contract Email dragged from O JL 07 18 2013 Steve Jobs Apple com info apple com Acme Corporation 3 JL E Contract Draft letter of intent Telephone Call with Mr Rilman Bill 136 Bill generated as a word document Directors meeting 4 gt x 2 bad SearchText Y Fiter ff gt Oukadd v tty O Ott YouWinLaw Manual Introduction TimeSheet Introduction In the TimeSheet you enter your work and expenses as con tinuous text just as if you would write it down on paper You can work with your usual abbreviations AutoCorrect for Text or Shortcuts for Fees and Expenses WinYou Law completes the text immediately and integrates it in the selected project With indi vidual shortcuts that register several entries in one step you can win precious time Of course the classical way of entering Fees and Expenses is
160. y of system shortcuts Copyright WinYou Law Inc YouWinLaw Manual Introduction Administration Options General i Options Options Start File filing If you want to register a new project as a link document you can enter the path in this field Check Reminders Type the interval for checking the reminders Messages Deactivate the check box if you want to get more detailed Messages Processes System configuration Do not modify Show Company Name Activate the check box if you want the Company name to be displayed e g in the Document Control Center TimeSheet etc Save Window Position when Exit If you activate the check box the window position is saved when you close the program Save now Click here if you want to save the current window position of YouWinLaw Activate the check boxes of the desired options Copyright WinYou Law Inc Options ee ee meree Start _ Save Shortcuts of opened Projects to ney Outlook Path 0 min Project Open address Pr Favorites Suppress Information Messages _ Multitasking Category Color _ Show CompanyName Save Window Positions when Exit aa Show New Client with Contact fields C Show field Title in DocCenter OK Cancel A Options General By starting Application these windows will be opened set Corroject eta Outlook Log Details _ Summary Project Open address C Tasks Appoi ts Deadines F

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