Setting Default Areas

The software opens by default to the Workspace area. If you primarily use another area, such as Financial Management, you can change the default area by right-clicking on the area icon and selecting Set as Default.

The new default area will then be underlined. You can remove the default by right-clicking on the area icon again and selecting Remove Default or by setting another area as the default.

Setting Default Folders for Areas

Default folders have been defined for different areas of the software, which open when you navigate to the area. For example, the Workspace area opens by default to the Transactions folder. If another folder (e.g., Matters) better supports your daily work, you can set it as the default folder as follows:

1. Go to the Matters folder in the Workspace area.
2. Right-click on the folder and select Set as Default.

A star will appear next to the Matters folder as a sign of the default. You can remove the default by setting another folder as the default or by right-clicking on the folder again and selecting Remove Default.

Setting Default Folders for Windows

You can also set default folders for different windows, such as customers and matters. For example, the customer window will open directly to the customer's Transactions folder whenever you open a customer's information.

The different folders for the customer and matter are grouped into sections (in the matter window, the Matter and Invoicing sections), so you can set your own default folder for each section and also select one of the sections as the default. If you have set the Invoicing section as the default in the matter window and the Invoices folder as the default folder within it, the Invoices folder will open directly whenever you open any matter window.

The default is user-specific and does not affect other users' default folders. Setting a default folder requires that the Automatic Navigation option is activated in the settings in the business unit or user parameters.