PMS security features

This table shows an alphabetical list of the security features available under the PMS heading.

Feature Description
Access Central Scan Pending Folder Enables the Central Scan Pending Folder button on the Tools ribbon.
Allow Access to Data Cleanup Tool Enables you to run the data cleanup process.
Allow Access to Integration For the API user only in conjunction with the Conveyancing Instructions dashboard.
Allow Automatic Versioning Override  
Allow Custom Website Styling  
Auto Start Timer Time recording clock starts automatically when the user opens Time Recording.
Can Use Restricted Status  

Clients

Add Clients

 Allows the user to add new clients and edit existing client details.

Assign/Reset Images

 Allows the user to assign photographs/images to client details.

Include Forename when searching for client

 If selected, when entering Thomas into the search Thomas Jones will be returned along with Ben Thomas.

Manage Client Permissions

 Allows the user to manage access to the client by restricting access to selected users or groups.

New Matter - Allow

 Enables the user to create new matters.

New Matters - Prevent

 Enables the user to set the option to prevent new matters on a client.

Recall Documents from Document History

 Where items have been stored against the client record, they can be opened and viewed.

Start search with Forename when searching for client

 With the Surname option set, searching for Jones A will look for clients with the Surname starting with Jones and Forename A.
Enable Deletion of Documents Allows the user to delete documents. By default, users cannot delete documents.
Delete Instruction from Dashboard Works with the Conveyancing Instructions dashboard element and enables users to delete entries from the dashboard.
Ensure Critical Notes are shown When opening or switching matters, any critical notes information is displayed.
Forms provider - Laserforms  
Substitute Forms in Agendas When a user actions an agenda step with a form on it, if the form is a different type to that of the provider set up for the user in utilities, the system attempts to substitute a form from the users selected forms provider in its place.
Hide Archived Records Hides archived fee earners and nominals only.
Hide Fee Earner Console Allows the user to hide the fee earner console in PMS.
Lawyer Checker Allows to user to use the integration to check 3rd party lawyer details.
Lock/Unlock Documents Only allows authorised users to open documents from the document history screen.

Matters
Add Matters Allows the user to add new matters and edit existing matter details.
Allow Bulk Matter Transfer  
Allow Digital Deletion of Matters Allows the user to delete the electronic file when the destroy date has been reached or passed.
Edit Archived Matters Allows the user to edit the date of destruction and the file away number on archived matters.
Edit Banks on Matters Allows the user to edit banks associated with matters. When switched off (i.e. unticked) users will be prevented from editing the bank in the Matter Details screen and the Bulk Matter Transfer tool.
Edit Branches on Matters Allows the user to edit branches associated with matters. When switched off (i.e. unticked) users will be prevented from editing the branch in the Matter Details screen and the Bulk Matter Transfer tool.
Label Printing Allows the user to print new matter labels and clear down the labels list. Also, request and print labels for existing matters.
Manage Matter Permissions Allows the user to manage access to the matter by restricting access to selected users or groups.
Mark for Archiving Allows the user to add matters to the list for final closure by Accounts users. Prevents further accounts posting and time recording to matter.
 
Also, makes the Archive Management screen available for file destroy and digital deletion.
Recall Documents from Document History Where items have been stored against the matter record, they can be opened and viewed.

General
Ensure Critical Notes are shown Displays critical note summary text if not on the Summary tab (Clients and Matters) or Finance tab (Accounts Enquiry) when opening a matter or client.
Post on Save Sets this option as default in the Time Recording details.
Print on Save Sets this option as default in the Time Recording details.
Show Open Timers List Shows a list of all open timers in Time Recording.
SMS Texting Where SMS Texting facility has been purchased, text messages can be sent from stored client/contact details.
Use the Ribbon Menu This is the default setting in PMS and accounts.
View All Earners Missing Time Sheets Enables a drop-down list of fee earners in My missing time sheets in the Home page.
View Auditing Allows the user to use the Audit Viewer to view database audit information. Typically only enabled for administrators.