Setting up the account in Jusnote
In the Settings section, you can find a lot of parameters that you can set up for your law firm, as well as turn on or turn off different features. The administrator of the account has the access to all the settings while the User can have various restrictions depending on his type of permission. Tap on the Setting section in the left sidebar to Jusnote to visit this page.
The Settings section includes:
Account: Here you can get the information about your account in Jusnote, as well as data about the Subscriber and the Administrator of the account. The information about the Subscriber is used in invoices, accounts, and other sections in Jusnote by default.
Subscription: Here you can get the information about your plan and change/renew the subscription.
Correspondence: Here you can configure the incoming and outgoing letters that will be automatically applied during the correspondence.
Billing preferences: Administrators of the system can set payment parameters of work with clients and autonumbering parameters of contracts and invoices. The entered parameters regarding the main currency, rates, billing plan for the day, as well as the term of payment of invoices will be applied by default, with some exceptions. In particular, special rates other than the default rates may be set in the personal settings of the User or the Matter.
Calendar settings: Here you can configure the calendar parameters that will be used in the personal calendars of all System Users.
Directories: Here you can configure individual categories of legal practices, categories of expenses, types of lawyers' activities, categories of documents to use in the system, types of connections between contacts, and types of persons for additional verification of clients and monitoring by their system. The entered parameters in the Directories will be used in various parts of Jusnote.
Groups: Administrators can create groups. By creating a Contact or a Matter, you can identify a specific Team whose members will have access to the information.
Team: Here you can get the information about all Users who are activated, deactivated, or invited to the system In this section, you can also invite a new user or change the role and permission of the active User. Learn more about managing the team in Jusnote.
Template settings: Here you can get the information about the document templates used in the system, as well as automate your own template for further use in Jusnote.
Bin: If you delete something in Jusnote, it is an inevitable activity for the user. However, the Account Administrator can restore the deleted record. The period of storage of the removed element in the bin is 30 days. After the expiration, the record will be automatically removed from the system permanently.
Related Articles
Account management
Account - an information record in the system about the Subscriber and the account administrator. By default, information about the Subscriber is used in invoices, bills, and other places of Jusnote. Subscriber - a person (usually a law firm or ...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 ...First 5 steps to start using Jusnote
To start using Junsote, you need to go through these 5 simple steps. Step 1. Login Visit jusnote.com and tap on "Try for free" in the upper right corner. If you already have an account in Jusnote, just tap on Login and enter your credentials. Step ...How to delete the account in Jusnote
The system administrator can close (cancel) the account in Jusnote at any time by going to the Settings > Account and tapping on the Close the account button in the upper right corner. During the closing of the account, the administrator needs to ...Changing of the account's Subscriber and Administrator in Jusnote
The account is the record in the system about the Subscriber and the Administrator ("system's administrator"). The Subscriber is the person (as a rule, a company, or the Advocates union) that purchases the software and services ("Service") of ...