Settings Page Documentation

Settings Page The Settings page serves as the central hub for managing all master data and configurations throughout the system. It provides organized access to various modules including case management, project management, user administration, accounting, client management, legal library, and system configurations. The page is designed with panels to categorize different types of settings for efficient navigation and management.

Accessing Settings Page

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side.
2. The main settings page will display with a search functionality and organized panels

Page Layout and Features

Search Functionality At the top of the page, there is a search box that allows users to quickly find specific modules or settings across all categories. Simply type the module name or keyword to filter the available options.

Organized Panels The settings page is organized into distinct panels, each containing related modules for easy navigation:

Cases Panel Contains all case-related master data and configurations:

• Adjournments - Manage adjournment reasons for hearing postponements
• Auto Tasks - Configure automated tasks for case workflows
• Case Custom Status - Define custom case deactivation statuses
• Case Type Mapping - Map case types to locations and configurations
• Case Types - Manage different types of legal cases
• Designations - Define judiciary member designations
• Document Categories - Organize document types for case attachments
• Judicatures - Manage judicial bodies and sub-judicatures
• Position Groups - Define party position groups and titles
• Stages - Configure litigation stages and priorities
• Type Of Tasks - Define task categories for auto tasks

Projects Panel Contains all project-related master data and configurations:

• Position Titles of Project - Manage project party position groups
• Project Doc. Categories - Define document categories for projects
• Project Groups - Organize project types into logical groups
• Project Mapping - Configure project type mappings with processes and requirements
• Project Processes - Define workflow steps for projects
• Project Requirements - Manage documentation requirements
• Project Tasks - Configure available project activities
• Project Types - Define different types of legal projects

Common Master Panel Contains system-wide configurations and common settings:

• App Setting - General application configurations
• Attachment Keywords - Keywords for document categorization
• Auto Numbering - Configure automatic numbering sequences
• Common Master - General master data settings
• Company Information - Organization details and branding
• Document Variable - Variables for document templates
• Email Configuration - Email server and SMTP settings
• Email Footer - Standard email footer templates
• Email Read Issues - Email integration troubleshooting
• Email Reminder - Automated notification settings
• Email Updates - Email communication templates
• Manage Dashboard - Dashboard layout and widget configurations
• Nationality - Country and nationality data
• Obligation - Legal obligations and compliance requirements
• Obligation Category - Categorize different types of obligations
• Role Groups - Define user role categories
• To-Do Type - Task categorization for to-do items
• User Role Mapping - Map users to specific roles and permissions

Accounting Panel Contains financial and accounting-related configurations:

• Accounts Setting - General accounting preferences
• Banks - Bank information for financial transactions
• Currencies - Supported currencies and exchange rates
• Expense Types - Categories for expense tracking
• Payment Stages - Define payment workflow stages
• Tax Slab - Tax calculation configurations
• Timesheet Changeover - Timesheet period management

Client Panel Contains client management and lead tracking configurations:

• KYC Requirements - Know Your Customer compliance requirements
• KYC Service - Available KYC services
• Lead Event - Types of lead interaction events
• Lead Event Outcome - Possible outcomes for lead events
• Lead Severity - Priority levels for lead classification
• Lead Source - Channels for lead generation tracking
• Lead Stage - Lead progression workflow stages

Users Panel Contains user management and organizational structure:

• Departments - Practice areas and departmental organization
• Email Circular - Internal communication management
• Employees - HR module for employee information
• Offices - Physical office locations and details
• Roles - System roles and permissions
• System Users - Technical user accounts
• User Mapping - Geographic and organizational user assignments
• Users Registration - User account creation and management

Cases & Projects Panel Contains shared configurations for both cases and projects:

• Case Categories - Categories for organizing different case types
• Countries - Geographic coverage and regional settings
• Locations - Specific locations within countries
• Position Title Sequence - Ordering of party positions

LSR Panel Contains Legal Service Request configurations:

• LSR Time Setting - Operating hours and availability windows
• LSR User Mapping - Approver assignments to offices
• Service Category - Categorization of legal services
• Services - Available legal services with requirements and fees

Legal Library Panel Contains legal research and knowledge management:

• Keyword Category - Mapping between keywords and case categories
• Keywords - Search terms for legal library organization

Judicial Assistants and Litigators Panel Contains external legal professional management:

• Existing Litigators - Licensed legal practitioners registry
• Experts - Court-appointed expert professionals
• Lawyers - External legal counsel information
• Private Executor - Court-appointed private executors

Direct Access Links Each module within the panels provides direct navigation to its respective configuration page, allowing quick access to specific settings without additional navigation steps.

Settings page overview showing organized panels

Usage Guidelines

Search Functionality Use the search box at the top to quickly locate specific modules when you know the exact name or functionality you're looking for.

Panel Organization Navigate through panels based on the type of configuration you need to modify:

• Use Cases panel for litigation-specific settings
• Use Projects panel for non-litigation matter configurations
• Use Users panel for organizational and access management
• Use Accounting panel for financial configurations
• Use Common Master panel for system-wide settings

Module Access Click on any module name within the panels to navigate directly to that configuration page. Each module maintains its own documentation for specific functionality and field details.