Logging In - Selecting from the List of Users
In the event that the software has been configured for use by more than one user (which, although essential for installation in a multi-user network environment, may also be done in the case of a single-user licence), upon starting up the program, the user will be required to select, from the Log In dialog, the name under which he or she will log in to the program. For each such name listed, there is a corresponding User Setup record- and so the choice of names may affect the directories accessed as well as various other settings and preferences within the program.
In the Login box, the right panel contains links to resources and information on the Do Process web site, including various resources to help you work in all the Do Process products, announcement about various events related to Do Process and the legal profession, a signup sheet for training and the legal terms and conditions for using Do Process products.
To select a user, double-click on the desired entry. The entry for a user who is currently logged into the program will be disabled and a lock will appear beside the name (it is not possible to log in from two workstations concurrently under the same User Setup record).
The Home page will appear after you log in.
In the case of an installation on a standalone (non-networked) computer, as well as in some single user network environments, it is not necessary to create any User Setup records beyond the Default User Setup record- and, in such event, when logging into the program, the user will not be presented with the list of users, but instead will automatically be logged into the program, having adopted the configuration specified in the Default User Setup record.
The list of users which appears in the Log In dialog, as well as their respective user-modifiable configuration settings, is accessed from within User Setup. Thus, you can edit, on a user-by-user basis, the applicable directories, law firm info and various other technical and non-technical preferences. And, as mentioned, your selection from the list of users determines the particular configuration which is adopted when you log in to the program.
Also note the following:
• the same user may not be logged in concurrently from two workstations;
• multiple instances of the program cannot be run from the same workstation;
• the Default user cannot be logged in for so long as there are any other users logged into the program;
• warning messages appear if there are any issues with the payment method type (credit card or invoice), such as a change in the payment method or storing of the credit card in the Secure Payment Manager (i.e. no credit card was entered in the Secure Payment Manager, a credit card was not assigned to Estate-a-Base, the card was stolen or lost, etc.).
• through use of an environment variable, the network version of the software may be configured so that a user is logged in to the program directly, under his or her User Setup record, without first accessing the Log In dialog (or alternatively, so that, although the Log In dialog will still be presented, the particular user's entry will already be selected or highlighted);
• assuming that there exists more than one User Setup record, then the Go To > Log In option will be accessible- which enables a user to change the User Setup record under which he or she is logged in, without first exiting the program (an alternate method of "re-logging in" is to click on the button displaying the current user's name which is visible at the top right corner of your screen provided that there are no estate records open);
• in a multi-user network environment, items in Configuration may be accessible only if logged in under the Default User Setup record- which, in such case, is intended to serve as the "Administrator's" User Setup record (and, if logged in under the Default User Setup record, functions unrelated to program configuration cannot be performed).
User Setup Records
Environment Variable (Log In)