Setting up the Account
The "Settings" section in Jusnote has many options that you can configure or enable/disable. The account administrator has full privileges, while the system user has limited access to the "Settings" section. For more information on roles and permissions, click here. To access the settings menu, click on the "Settings" tab of the left in the sidebar.
The "Settings" section includes:
Account: This is where you can get your account information as well as your Subscriber and Account Administrator information. Subscriber information is used in invoices, accounts and other places by default.
Subscription: Here you can get all the information about your current subscription plan, active users, as well as change or pay the subscription in Jusnote.
Correspondence: Here you can configure incoming and outgoing email settings that will be automatically applied when working with correspondence.
Billing Preferences: System administrators can set billing preferences for clients and customer agreement accounting options. The settings for the main currency, rates, billing plan for the day, as well as payment terms in invoices will be applied by default, with some exceptions. In particular, User's and Matter's settings may have custom rates. Read about setting up your main currency and default rates here.
Calendar Settings: Here you can customize the general calendar settings that will be applied to the personal calendars of all users of the system.
Directories: Here you can customize individual legal practices, expense categories, attorneys' activities, document types, types of relations between contacts, as well as types of a person for further verifying clients and monitoring their system. The entered settings in the Directories will be applied in different places to Jusnote by default.
Groups: Administrators can create groups. By creating a "Contact" or "Matter", you can determine whether only members of a particular group will have access to the information contained inside of the that "Contact" or "Mater". Click here for more information about how to manage groups.
Team: Here you can get the information about active, disabled or invited to the system users. You can also invite users or change the role and permissions of activated ones. For more information on how to invite and manage employees, please click here.
Templates settings: Here you can get the information about the automated document templates that are available in the system, as well as automate your templates in just a few clicks.
Bin: Deleting something in Jusnote is a non-reversible action. However, the Jusnote Account Administrator can recover the deleted item. The retention period for a deleted item in the recycle bin is 30 days. Then the item will automatically remove without the ability to restore it.
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