Some of the standard keys used throughout the system to perform data entry tasks are described below:
F1 | Help |
F2 | Go key. This will accept the data entered and select the OK or Save button within a screen. |
F3 | Selecting F3 will insert the text of a standard clause if a one character code has been set up by the firm in the Standard Clause parameter. E.g. Matter Workbench – File Note area. |
F4 | On the Add/Modify Folio form, selecting F4 on the Précis field will copy the To / From text to the Précis. |
F5 | Lookup (In any field which has the icon the F5 key can be used to present the lookup rather than clicking this icon with mouse). When used in Disbursement Details Narration fields will insert what is in Time Details Narration. |
F6 | When used in Time and Disbursement Narration fields will insert the first sentence of file note. |
F7 | In the File Note, Time and Disbursement Narration fields in Matter Workbench this invokes the spell check facility. |
F9 | When used in Time and Disbursement Details Narration fields will insert the whole file note. |
Double Mouse Click | In a grid select an item for display/ default action e.g. Open. |
Right Mouse Click | When used in a grid this will invoke a Context Menu. |
Single Mouse Click | In an input field moves the cursor to the field where the click was made. When used in a grid it highlights a row. |
Ctrl - Click Mouse | By holding down the control key while clicking on rows within a grid the system allows for multiple rows to be highlighted at the same time in order to perform global functions. |
Return or Enter | Operates as a GO key except in an editor field eg file note in a matter screen where it moves the cursor to the next line |
Tab | Moves cursor from one input field to the next input field. |
Space Bar | When tabbing into a field which requires a ‘Tick’ the space bar will toggle the ‘Tick’ on and off in this field. |
Shift Enter | When typing text in the Send Mail screen Shift Enter will provide a single- spaced new line. Enter on its own will produce a double-spaced new line. |
ESC | Exit/end – Cancel/close window |
OK | Saves changes in a window and closes the window. |
Apply | Saves changes and leaves the window open for further changes or items to be entered. |
Cancel | Closes window without saving changes. |
Many other standard Windows keyboard shortcuts can be used for example Ctrl C for Copy, Ctrl V for Paste, Home, End, Page Up and Page Down. Many Context Menus provided in the grids throughout the system will list keyboard shortcuts in the Context Menu if applicable e.g. In the Matter Folios grid Context Menu, the Add option lists a keyboard shortcut as Ctrl + A.
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