The AdvoLogix Setup tab allows users to search the online Help Guide (this publication), read the latest news from AdvoLogix and monitor application updates. Application and matter-specific settings are available in the AdvoLogix Setup (left) sidebar.
Where is the AdvoLogix Setup tab?
Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
What options are available in AdvoLogix Setup?
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Overview
This tab offers users a quick way to search the application guide, read recent news from AdvoLogix, and easily check the version of AdvoLogix installed within your environment.
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AdvoDoc
Options for managing AdvoDoc features.
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Reporting
Options for managing enhanced reporting for budgets and actuals.
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Timekeeping
Options for managing Time and Timekeeping.
Matters
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Activity Plans
Options for managing Activity Plans.
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At a Glance
Options for managing the At a Glance feature.
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Community Sharing
Options for managing the participant-based matter community sharing.
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Conflict Check
Options for managing AdvoLogix Conflict Checks.
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Files and Content
Options for managing the AdvoLogix Files and Content panel.
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Focus Matters
Options for managing Focus Matters.
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Key Dates
Options for designating Matter Key Dates.
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Legal Hold
Options for managing the Legal Hold process.
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Matter Planner
Options for managing the Matter calendar and scheduling components.
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Participants
Options for managing Matter Participants.
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Relationship Maps
Options on creating a Relationship Map template.
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Timeline
Options for managing the Matter Timeline.