This FAQ page is for general questions about using Wise Owl Legal.
For specific FAQ's please go to Trust Accounting FAQ's, Finance FAQ's or Documents FAQ's.
Q: I can’t figure out what to put in a field
A: Hit the ‘down arrow’ on your keyboard to see more options in a pick list
Q: Is there a manual?
A: Yes there is! We update it frequently as you suggest things you need to know about. There is also a help icon on every WOL screen in the top right corner. This will take you to the help page that corresponds with what you are looking at.
Q: What do I do if I cannot remember my password?
A: Your server manager can get into the password system and reset your password. It can be an email reset link, a paraphrase or password generated by the system, or a password you choose.
Q: The field I want isn’t available in the dropdown
A: All dropdown fields can be customised by going to appliance settings > general > manage list definitions > [dropdown category you wish to add a field to] > add record > save changes
Q: I have entered typing shortcuts in but they aren’t working!!
A: This would be a cacheing error in the browser you are using. Try refreshing the browser or closing all the browsers and re opening them. If it still doesn’t work then the browser may need a 24 hour period to refresh and show your changes.
Q: Why isn’t my contact appearing in a pick list?
A: Pick lists can be out of date by up to 24 hours and the end user browser is not aware of this.
Scenario: User starts entering data on one page, opens another tab to enter a new contact, goes back to the original tab and expects the contact to be there. Contact is not cached on the original tab, no opportunity for the web browser to reload the page and receive some sort of server notification that it needs to reload cached data.
Q: How do I delete a user? (Also - How do I make a user inactive?)
A: There is no way to delete a user. You can make a user inactive.
1. Go to the Tools and Settings Cog
2. Select Manage Users
3. Select the User you want to make inactive
4. Open the Account bar and untick the 'Active' Checkbox
5. Save your changes.
