Open a module

You can open an existing module to continue working on it, view it, or edit any of its components, depending on your licence, Enterprise or Professional. The open process also allows you to locate a module by name, in a list of all currently available modules. When you open a module, its associated components are automatically opened in Module Explorer.

Important Modules are opened for viewing or editing from within Designer Studio, not ALB.

Agenda-based modules

You can also open agenda-based modules (Conveyancing, Marketing, Personal Injury etc.) which have a description of "System module for extending module name". This allows you to create custom screens and fields to extend the data collected. The custom screens can then be added to the Extensions tab so that they are visible in PMS.

Note The Wills and Deeds modules are not currently available.

To open a module:

1. On the File tab, click Modules in the left-hand pane. The list of all modules is displayed in the right-hand pane.
2. Under Modules in the right-hand pane, highlight the desired module. The following details of the module are displayed to the right:
   • Description
   • Created by
   • Created on
   • Last modified by
   • Last modified on
   • Status
3. Click Select as Working Module. The module opens and its associated components are displayed in Module Explorer. The ribbon becomes active too.
   • You can also double-click a module to open it.