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- Where possible use keyboard shortcuts
- Control the number of tabs open as to not get lost….
How we suggest you run WOL browsers:
- Have a browser solely dedicated to WOL to avoid cluttering with other webpages. Have another browser open for other webpages./\
- Only have tabs open if they are needed
- Once finished with Wise Owl, click the logout button. The close ALL tabs and windows in your Wise Owl Browser.
- When completing a bank reconciliation:
- First open up a new tab with the trust register
- If opening up separate tabs for adjustments and/or to view transactions, close the tab once finished to avoid cluttering up the browseWhen reading large reports
- Don't use Wise Owl Legal on untrusted computers like Internet Cafes, friends' computers etc.
- Doing so is similar to opening up confidential client files at a public library and spreading all your papers across the desk. Someone is extremely likely to read them, whether out of maliciousness, curiosity or total accident.
- Even with the privacy settings turned to maximum, if you open up Wise Owl on a public computer the next person who uses it can load up what you were looking at
- These sorts of computers are also more likely to have viruses, spyware and other nasties which try to steal information to sell on the black market.
- When reading large reports on screen instead of scrolling, use the space bar to move the page one frame down. To move one frame up, use Shift + Spacebar. Use CTRL + F to find an amount or name within the report.