ACL 3 User Guide - Jan 2011

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    Table of Contents

    Table of Contents

    Chapter 1 - Introduction ................................................................... 1How Does ACL3 Work? ............................................................................................. 1The Benefits of Using ACL3 ....................................................................................... 1

    Chapter 2 Exploring the Main Navigation Page .............................. 2File Tasks ............................................................................................................... 2Archive .................................................................................................................. 3Recent Files ............................................................................................................ 3Find Feature ........................................................................................................... 3Show Only My Files .................................................................................................. 4Group Items ........................................................................................................... 4Navigation Bars ....................................................................................................... 4

    Chapter 3 Creating New Files......................................................... 5Entering File Details ................................................................................................. 5Adding Party Information ......................................................................................... 8Adding a Client or Contact New (Individual) ............................................................. 9Adding a Client or Contact New (Corporation) ........................................................ 10Copying a Partys Address ...................................................................................... 12Adding a Lawyer Represented Party ......................................................................... 12

    Enter Law Firm Details ........................................................................................ 13Enter Lawyer Details ........................................................................................... 13Enter Party Details (if required) ............................................................................ 14

    Adding Non- or Self-Represented Parties .................................................................. 15Order Parties ........................................................................................................ 16Re-lines................................................................................................................ 16Title of Proceedings ............................................................................................... 17Lawyers for ... Wording ....................................................................................... 18Service Details ...................................................................................................... 18Adding Co-Counsel ................................................................................................ 19Backpage ............................................................................................................. 20Missing Information Alert Message ........................................................................... 20

    Chapter 4 Stored Client and Contact List ..................................... 21Adding a Client or Contact Stored ......................................................................... 21Importing a Contact from Outlook ........................................................................... 22

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    Table of Contents

    Chapter 5 Editing a File ................................................................ 24Editing Party Details .............................................................................................. 24Changing Representation ........................................................................................ 24Deleting a Party .................................................................................................... 25Changing Proceeding Type ...................................................................................... 26Updating the File ................................................................................................... 27Service List Updating an Opposing Law Firms Details.............................................. 28

    Chapter 6 Document Assembly .................................................... 29Letters ................................................................................................................. 29Assembling a Letter ............................................................................................... 29Court Forms ......................................................................................................... 30Assembling a Court Form ....................................................................................... 30File Information Sheet............................................................................................ 30

    Chapter 7 User Support ............................................................... 31Contact Us ............................................................................................................ 31Error Message ....................................................................................................... 31Technical Support and Online Remote Session .......................................................... 31

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    ACL3 User Guide Page 1

    Chapter 1 - Introduction

    Korbitec Inc. develops time-saving, easy-to-use document automation software and hasserved the Ontario legal industry for over 10 years.

    Automated Civil Litigation (ACL3) automates the entire process of creating court documents,standard correspondence, and so much more!

    How Does ACL3 Work?

    Enter all client and opposing party information and choose a court location Choose a template Fill dialog boxes as necessary Document assembles in Microsoft Word

    The Benefits of Using ACL3

    Enter file information once only Court forms are reliable and up-to-date Organize client, opposing law firm, and court reporter information Reduce cutting and pasting errors Increase productivity Consistent, professional document production firm-wide Prepare court documents, letters, fax covers and memos quickly and accurately Ability to customize ACL3 templates

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    ACL3 User Guide Page2

    Chapter 2 Exploring the Main Page

    All Files Tab

    This tab displays the list of files. This list can be sorted by clicking on a specific

    column heading, e.g. File Name.

    Current File TabThis tab shows the active file. Click the Current File tab to access the file.

    File Tasks

    Create New: Open a new file.Edit: Open the file for editing.

    Copy: Create an identical copy of the highlighted file.

    Archive: Remove a file from the All Files list.

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    ACL3 User Guide Page3

    Archive

    To remove files from the All Files list, highlight the file and clickthe Archive icon in the Files navigation pane.

    A warning message will appear to ensure the selected file is to

    be archived. Click Yes to archive the file.

    NOTE: An archived file can be restored. Only the ACLAdministrator is able to restore an archived file.

    Recent Files

    This section displays the last five files accessed. Click the file toopen. It will now appear on the Current File tab.

    Find Feature

    Click in the Search for field or use Ctrl+F.

    Enter a file number, part of a file name, the lawyer name or the

    court file number to search.

    Click Clear to return to the complete file list.

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    ACL3 User Guide Page4

    Show Only My Files

    To display only your lawyer(s) files, click Show Only My Filesto display the list of available lawyers. Highlight the name(s)

    and click Add. Click OK.

    To view the full All Files list, uncheck Show Only My Files.

    Group Items

    Files can be grouped by File Type, Proceeding, PrimaryLawyer, Last User or None.

    Navigation Bars

    There are three navigation bars:Files, Letters, and Court Forms.

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    ACL3 User Guide Page5

    Chapter 3 Creating New Files

    Select Create New from the File Tasks navigation pane,or press Ctrl+N.

    Entering File Details

    NOTE: To move forward to the next field press Tab. To move backward to a previous fieldpress Shift+Tab.

    File NumberFile Name

    File Type

    Primary Lawyer forCourt Documents

    Additional Lawyer(s)

    for Court Documents

    Overseeing Lawyer

    Level of Court

    Court Office or Location

    ProceedingCommenced At

    Court File Numbers

    Proceeding

    Procedural Route

    Save, Cancel, Previousand Next

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    ACL3 User Guide Page6

    File Number

    Enter the number assigned by your firm. If a number has not yet been assigned, this

    field may be left blank and completed later.

    File Name

    Use the client name or the short title of proceedings. This appears in the All File List

    only, not on court forms.

    File Type

    Select the type of file.

    Primary Lawyer for Court Documents

    Begin typing the first name of the lawyer or click the Find icon to select the lawyer for

    court documents and letters.

    Additional Lawyers for Court Documents

    For additional lawyers, click the Select icon, highlight the names, click Add and click

    OK.

    Overseeing Lawyer

    This field defaults to the Primary Lawyer. To change the Overseeing Lawyer,begin typing or click the Find icon to select from the list.

    The Overseeing Lawyer only appears on the File Information Sheet and not on courtdocuments.

    Level of Court

    Select the appropriate level of Court from the list. Available options are determined by

    the File Type selected above.

    Court Office or Location

    Begin typing the city or town of the court location or click the Find icon to select from

    the list.

    Proceeding Commenced At

    This field automatically defaults to the chosen court location. To modify, click into the

    field and type.

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    ACL3 User Guide Page7

    Court File Number

    The court file number can be added when available. For more than one court file

    number, ensure each number is separated by a comma (e.g. action and appeal court

    file numbers).

    Proceeding

    Click the drop-down menu and select theProceeding Type from the list.

    Procedural Route

    This field defaults to Ordinary Procedure. Tochoose a different Procedural Route, click thedrop-down menu and select the required

    Procedural Route from the list. This can alsobe changed later if necessary.

    Choosing the correct Procedural Route willensure that the appropriate court forms anddocuments are assembled.

    Click Save to retain the details. Click Cancel to return to the Main Page. Use Next or

    Previous to move forward or backward between screens.

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    ACL3 User Guide Page8

    Adding Party Information

    Select Parties from the Files navigation pane.

    Click Add Client or Contact. The Stored Client and Contact List will open.

    To avoid duplicate clients, contacts or representatives in the Stored Client and ContactList, check to see if the client, contact or representative already exists in the Stored Clientand Contact List.

    Search

    Add client orcontact

    Import contactsfrom MS

    Outlook

    RepresentativeNames

    Begin by typing the client, contact or representatives name in the Search for: field. If

    the name has been previously stored, it will appear in the list. In the above example,the Search for:contains smithand it locatesJohn Smith and Suzie Smith as wellasBob Smith as a Representative with the ABC Company. To add this party, see Add

    Client or Contact Stored on page 21.

    If the party does not appear in the list, see Add Client or Contact New on page 9.

    If your firm has MS Outlook, clients/contacts can also be added by selecting theImport From Outlook icon. See page 22.

    Adding Representatives: If the client/contact being added to the file is an

    organization or corporation, existing representatives can be chosen or newrepresentatives can be added. See page 10.

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    ACL3 User Guide Page9

    Adding a Client or Contact New (Individual)

    If the client or contact does not appear in theStored Client and Contact List or cannot

    be imported from MS Outlook, click the Addclient or contact icon.

    Party Role

    Select a Party Role from the drop-

    down menu. Roles are determined bythe Proceeding Type chosen.

    Party Type

    Select a Party Type from the drop-down menu.

    Personal Details

    Complete Personal Details.

    Additional Information

    There is a drop-down menu forAdditional Party Information to

    use if applicable. This field is fullyeditable.

    Name for Title of Proceedings:The party name will appear in full

    caps. This text can be edited.

    Name Elsewhere on CourtDocuments: This displays how the

    party name will appear throughout

    court documents. This text can beedited.

    Name for Copy To (letters): This

    is how the client's name will appearwhen copied with correspondence.This text can be edited.

    Contact Details: Add all available address details. The phone number layout (phonemask) has been pre-set by the firm. Enter the number without spaces, brackets or

    dashes.

    If entering a long distance number or an extension, click the drop-down menu andselect the appropriate phone mask.File Notes appear on the File Information Sheet and are specific to the file (i.e. date

    of loss).

    Global Notes appear on the File Information Sheet and are specific to the client (i.e.

    second residence or mailing address).

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    ACL3 User Guide Page10

    If the party should not be stored in the Stored Clients and Contacts List, uncheckInclude in Stored Clients and Contacts List.

    To continue adding clients or contacts, click Add Another and complete the dialogs asnecessary.

    Click OK to save the party information. The party will be automatically added to the Stored

    Clients and Contacts List.

    Adding a Client or Contact New (Corporation)

    If the client or contact does not appear in the

    Stored Client and Contact List or cannot beimported from MS Outlook, click the Add client

    or contact icon.

    Party Role

    Select a Party Role from the drop-down menu. Roles are determined bythe Proceeding Type chosen.

    Party TypeSelect a Party Type from the drop-down menu.

    Organization Name

    Enter the Organization Name.

    Add RepresentativeClick Add Representative in theOrganization and Representatives

    section to see a list of all the

    representatives currently associatedwith the organization.

    Select the name of the required

    representative.

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    ACL3 User Guide Page11

    If the representatives name does not appear on the list, click the icon to the right

    ofSearch for to open the Add Representative dialog. Complete the details asrequired and click OK. The new representative will now be added to the StoredRepresentatives List for that company and will be available for future use.

    Additional InformationThere is a drop-down menu for Additional Party Information to use if applicable.This field is fully editable.

    Name for Title of Proceedings: The party name will appear in full caps. This text

    can be edited.

    Name Elsewhere on Court Documents: This displays how the party name will

    appear throughout court documents. This text can be edited.

    Name for Copy To (letters): This is how the client's name will appear when copiedwith correspondence. This text can be edited.

    Contact Details: Add all available address details. The phone number layout (phone

    mask) has been pre-set by the firm. Enter the number without spaces, brackets or

    dashes.If entering a long distance number or an extension, click the drop-down menu and

    select the appropriate phone mask.

    File Notes appear on the File Information Sheet and are specific to the file (i.e. dateof loss).

    Global Notes appear on the File Information Sheet and are specific to the client (i.e.mailing address).

    If the party should not be stored in the Stored Clients and Contacts List, uncheck

    Include in Stored Clients and Contacts List.

    To continue adding clients or contacts, click Add Another and complete the dialogs asnecessary.

    Click OK to save the party information. The party will be automatically added to the StoredClients and Contacts List.

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    ACL3 User Guide Page12

    Copying a Partys Address

    To add a party with the same address as another party on the file, highlight the existingparty in Parties and click Copy party's address. Only the partys address details arecopied. It will be necessary to complete all blank mandatory fields.

    Adding a Lawyer Represented Party

    Place cursor over Add opposing party and select

    Lawyer Represented.

    Begin typing the law firm name. If the firm name does not appear go to step 2. Ifthe firm has been previously stored, it will appear in a filtered list. Highlight the firmname, press enter and the firm details will display to the right.

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    ACL3 User Guide Page13

    Enter Law Firm Details

    Click the Create a New Firm icon to add a new firm.

    Firm or Sole Practitioner: This allowsACL3 to generate the correct wording for

    court documents.

    Firm Name: Enter the full name of the lawfirm.

    Descriptive: Select an option from thedrop-down menu. Other descriptions can be

    manually typed if necessary.

    Enter the Main Switchboard Number and

    Main Fax Number.

    Click OK once firm details are complete.

    Enter Lawyer Details

    Click Add Lawyer.

    Lawyer Details: Complete as required.

    Direct Numbers and E-mail: Complete as

    required.

    Include on Court Documents/Use for

    Affidavit of Service: Check these boxes toinclude the lawyer on Court Documents andthe Affidavit of Service.

    Add Another: Click Add Another to add

    additional lawyers. Repeat steps toabove. Otherwise click OK.

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    ACL3 User Guide Page14

    Enter Party Details (if required)

    Click Add Party

    Party RoleSelect a Party Role from the drop-

    down menu. Roles are determinedby the Proceeding Type chosen.

    Party Type

    Select a Party Type from the drop-down menu.

    Personal Details

    Complete Personal Details.

    Additional Information: There isa drop-down menu for Additional

    Party Information to use ifapplicable. This field is fully editable.

    Name for Title of Proceedings: The party name will appear in Full Caps.This text can be edited.

    Name Elsewhere on Court Documents: This displays how the party namewill appear throughout court documents. This text can be edited.

    Name for Copy To (letters): Not applicable.

    Contact Details

    To complete Contact Details, click the plus sign.

    File Notes: Not applicable.

    If necessary, click Add Another and complete the dialogs or click OK to save the partyinformation.

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    ACL3 User Guide Page15

    Adding Non- or Self-Represented Parties

    Place cursor over Add Opposing Party and selectNon- or self-represented.

    Party Role

    Select a Party Role from the drop-down menu. Roles are determined bythe Proceeding Type chosen.

    Party TypeSelect the Party Type from the drop-

    down menu.

    Include on Service ListIf the party is not to be included on the

    service list, de-select Include on

    Service List.

    Personal DetailsComplete Personal Details.

    Additional Information: There is a

    drop-down menu for Additional Party

    Information to use if necessary. Thisfield is fully editable.

    Name for Title of Proceedings: Theparty name will appear in full caps.

    This text can be edited.

    Name Elsewhere on Court Documents: This displays how the party name will

    appear throughout court documents. This text can be edited.

    Name for Copy To (letters): Not applicable.

    Contact Details The phone number layout (phone mask) has been pre-set by the

    firm. Enter the number without spaces, brackets or dashes.

    If entering a long distance number or an extension, click the drop-down menu andselect the appropriate phone mask.

    File Notes are specific to the file (i.e. date of loss, policy number) and only appearon the File Information Sheet.

    Click OK to save the party information. If necessary, click Add Another and

    complete the dialogs.

    NOTE: To add parties with the same address, see Copy partys address Page 12

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    ACL3 User Guide Page16

    Order Parties

    To change the order of the parties for the Title ofProceedings, highlight the party to be moved and

    click Move this party up or Move this partydown.

    Re-lines

    There are two Re-lines:

    1. Opposing Parties; and2. Clients or Contacts.The formatting of the Re-line is set by the firm. If required,the content of the Re-lines are fully editable.

    Clicking Refresh the document will remove any manual edits and will update the Re-lineswith any changes made to File Details and/or Parties.

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    ACL3 User Guide Page17

    Title of Proceedings

    NOTE: The Title of Proceedings will lock once the first court form isgenerated. To make any changes to the Title of Proceedings, clickUnlock the Document.

    The Title of Proceedings is fully editable. Formatting changesmay be made manually by using the icons on the formatting toolbaror shortcut keys.

    Any changes to party names should NOT be done in the Title ofProceedings, instead edit the Party Details.

    Clicking Refresh the document will remove any manual edits andwill update the Title of Proceeding with any changes made to

    File Details, Parties and Order Parties.

    There is an option to insert the words In the

    Matter ofinto the Title of Proceedings.

    Click Add In The Matter Of and thenclick Standard Options and make yourselection(s) from the drop down menu. The

    list ofStandard Options can be modified byyour firms ACL Administrator.

    The grey-shaded area in the preview is a place-holder.

    If this place-holder is deleted, the word BETWEEN will not assemble in Court Forms. Also,the Court Official's details and date of the Order or Judgment will not appear.

    If this place-holder was deleted in error, use the Undo icon or click Refresh the

    document to restore the place-holder.

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    ACL3 User Guide Page18

    Lawyers for ... Wording

    The party roles are identified and theparty names are displayed. The text in

    the Lawyers for field can be edited byclicking in the field.

    Click the refresh icon to return thetext to the default setting.

    Service Details

    NOTE: The Service List will lock once the first court form is generated. To make anychanges to the Service List, click Unlock the Document.

    To view the Service List, in the File navigation pane, clickService Details.

    The details for Your Firm and Service List can be viewed and

    manually edited.

    Clicking Refresh the document will remove any manual edits and

    will update the Service Details with any changes made to FileDetails, Parties, Order Parties and Lawyers For wording.

    All parties in the proceeding will automatically be added to the Service List.

    The Service List also accommodates for law firms who are not representing parties and foropposing contacts to appear on the Service List.

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    ACL3 User Guide Page19

    If a party has been removed from the proceeding, to exclude that party from the Service

    List, edit the party at the Parties task pane and uncheck Include on Service List. Theparty removed from the Service List will remain in the Title of Proceedings.

    Adding Co-Counsel

    Co-counsel may be added to Your Firm by adding them as opposing counsel without

    completing the Represented Parties dialog. Co-counsel will then appear in the Service

    List. Cut co-counsel's details from the Service List and paste those details into Your Firm

    and the Backpage, as required.

    Note: Clicking Refresh the documentwill remove the addition of the co-counsel.

    Use the , , icons on the formatting toolbar or use: Ctrl+X to cut, Ctrl+C to copy

    and Ctrl+V to paste.

    Once the co-counsels details have been added to Your Firm, it is recommended that yougo back to the Parties task pane to edit their details. Uncheck the Include on ServiceList checkbox to ensure that co-counsel will not re-appear if you refresh the Service List.

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    ACL3 User Guide Page20

    Backpage

    NOTE: The Backpage will lock once the first court form is generated. To make any changesto the Backpage, click Unlock the Document.

    The Backpage is fully editable. Formatting changes may be

    made manually by using the icons on the formatting toolbar orshortcut keys.

    Clicking Refresh the document will remove any manual edits

    and will update the Backpage with any changes made to FileDetails, Parties, Order Parties and Lawyers For wording.

    The grey-shaded area is a place-holder. If this

    place-holder is deleted, the Document Title will not appear onthe Backpage of an assembled document.

    Use the undo icon or Refresh the document to restore theplace-holder.

    Missing Information Alert Message

    ACL3 will detect if required file information is missing. An alert message will appear on theRe-Lines, Title of Proceedings, Service List or Backpage previews.

    Click View Details to identify the missing information.

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    ACL3 User Guide Page21

    Chapter 4 Stored Client and Contact List

    Adding a Client or Contact Stored

    Click Add Client or Contact.

    To avoid duplicate clients, contacts or representatives in the Stored Client and ContactList, check to see if the client, contact or representative already exists in the Stored Clientand Contact List.

    Search

    Representative

    Names

    Begin by typing the client, contact or representatives name in the Search for: field. If

    the name has been previously stored, it will appear in the list. In the above example,the Search for:contains smithand it locates John Smith and Suzie Smith as wellas Bob Smith as a Representative with the ABC Company.

    To add the party, highlight the name in the Party Name column and press OK. Choosethe Party Role and complete any other information as necessary. Click OK to finish.

    Adding Representatives: If the client/contact being added to the file is anorganization or corporation, existing representatives can be chosen or newrepresentatives can be added. See Add Client or Contact New (Corporation) on

    page 21.

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    ACL3 User Guide Page22

    Importing a Contact from Outlook

    Contacts can be imported from either your Microsoft Outlook (MS Outlook) contacts orfrom another individuals MS Outlook contacts (e.g. your lawyers contacts), if you are adelegate to those MS Outlook contacts.

    To import a contact from your MS Outlook mailbox, click Addclient or contact at the Parties task pane.

    Click the Import Contact from MS Outlook icon:

    Select the Contacts option under your name:

    Select the required contact and then click the Import icon. Review the information thathas imported into the Add Client or Contact dialog page in ACL, choose the Party Roleand complete any other information as necessary. Click OK to finish.

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    ACL3 User Guide Page23

    NOTE: A user must be set up as a delegate in the lawyer orlaw clerks MS Outlook accountbefore having access to their contacts. Once designated a delegate, follow these steps.

    To import contacts stored in a lawyers or law clerks MS Outlook account, click theDelegate Contacts bar to reveal the Manage icon of the Import Contacts from Outlookdialog.

    The Delegate Contacts Manager dialog will

    open. The name of the lawyer or law clerkmust be typed in the exact manner as theirlogin name for their computer. Once this hasbeen entered click OK.

    Click again on the Delegate Contacts icon.

    Select the appropriate lawyers or law clerksname:

    A Microsoft Office Outlook warning will appearadvising that a program is trying to access MS Outlook.

    Click Allow access for 1 minute and then click Allowin order to continue.

    The lawyersor law clerks contacts will be listed in the Import Contacts from Outlookdialog. Highlight the required contact in the list and then click the Import icon.

    Review the imported information in the Add Client or Contact dialog, choose the PartyRole and complete any other information as necessary. Click OK to finish.

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    ACL3 User Guide Page24

    Chapter 5 Editing a File

    Editing Party Details

    In the Files navigation pane, highlight the

    file in the All Files list. Click Edit. Openthe Parties task pane, highlight the party

    and click Edit Party. Amend details asnecessary.

    Review and, if necessary, refresh theremaining task panes e.g. Title ofProceedings, etc.

    Clicking Refresh the document will

    remove any manual edits and will reflectthe changes made.

    Changing Representation

    When a party changes representation, Parties will need to be modified to reflect thischange. On the Parties page, highlight the party to be edited and click ChangeRepresentation.

    Select whether the party will become your client (To our client), be represented by

    another lawyer (To other lawyer) or become self-represented (To non- or self-represented).

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    ACL3 User Guide Page25

    When choosing To other lawyer, the Change Representation dialog opens to choose thenew law firm and add the lawyer(s).

    Type the law firm name in the Firm

    field. If the firm has been

    previously stored in the Law Firm

    Manager, it will appear in thefiltered list. Highlight the firm name

    and press Enter. If the firm doesnot appear in the list, see page 13to add the firm.

    Click Add Lawyer and enter the

    lawyers information.

    The party name and role will carrythrough.

    Click OK.

    Once you have changed representation review the Service Details and refresh ifnecessary.

    Deleting a Party

    Highlight the party and select Delete Party.

    Review and, if necessary, refresh the remaining task panes e.g.Title of Proceedings, etc.

    Clicking Refresh the document will remove any manual edits andwill reflect the changes made.

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    ACL3 User Guide Page26

    Changing Proceeding Type

    As litigation evolves, so too should the file in ACL. Actions may become counterclaims orthird party claims and new pleadings need to be generated to correctly relate to suchproceeding types.

    To change or evolve a file, select the original file on the AllFiles List at the Main Page and click Edit.

    In the File Details section, click the drop-down menu and choose a new Proceeding.

    A message will appear outlining what portions of the file

    may require updating (i.e. Title of Proceedings, Party

    Roles, Backpage, etc.). Click OK, review each relevantsection, edit if necessary and refresh the remaining taskpanes e.g. Title of Proceedings, etc.

    Clicking Refresh the document will remove any manualedits and will reflect the changes made.

    The Save icon will now appear as a Save As icon. Users have the option to save the newproceeding type as a new file or overwrite the original file.

    Note: When saving as a new file, the File List will contain two files with the same name andfile number; however, the proceeding types will be different.

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    ACL3 User Guide Page27

    Updating the File

    If changes are made to File Details or Parties, the followingpreviews may need to be refreshed for the changes to appear:

    For the Title of Proceedings,

    Service Details and Backpage, clickUnlock the document followed byRefresh the document.

    Clicking Refresh the document will remove any manual edits and will reflect the changes

    made.

    When refreshing Service Details, ensure you are updating Your Firmif your firms details

    have changed and the Service List for changes to opposing parties (including changes inrepresentation) by clicking the appropriate radio button. To save changes, click Save orpress Ctrl+S.

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    ACL3 User Guide Page28

    Service List Updating an Opposing Law Firms Details

    Once contact details for an opposing law firm have been amended on a file, a notice willappear on each subsequent file linked to that firm indicating that contact details have beenmodified.

    The Service List will lock once the first court document is generated. To update theService List to reflect the modified law firm details, follow the steps as shown below:

    Click Unlock the document

    Click Refresh the document

    The changes to the modified law firm details will now be visible.

    Clicking Refresh the document will remove any manual edits

    and will update the Service List with any changes made to FileDetails, Parties, Order Parties and Lawyers For wording.

    Note: If you had previously made substantial manual edits to the Service List, you may

    wish to copy and paste the Service List into an MS Word document before you click Refreshthe Document. Doing this will then allow you to selectively copy and paste informationagain from that document back into the Service List.

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    ACL3 User Guide Page29

    Chapter 6 Document Assembly

    Letters

    Click the Letters navigation bar to see a full list of available

    templates.

    Letters-Create: This folder contains blank templates to

    create envelopes or labels, fax cover sheets, inter-officememos, letters and e-mails.

    The remaining folders contain pre-written letter

    templates.

    Assembling a Letter

    Highlight the template in the folder list and click Generatethis letter. Complete the dialogs as necessary and click Fill.

    OR

    Double-click the template in the folder list, complete thedialogs as necessary and click Fill.

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    ACL3 User Guide Page30

    Court Forms

    Document Categories: Thisfeature filters the templates

    into the following categories:Civil, Estates, FSCO,

    ConstructionLien, FederalCourt, BankruptcyandInsolvencyand Tax.

    Once a category is selected,

    only the templates for thatcategory will be displayed. To

    return to the complete list oftemplates, select All.

    Assembling a Court Form

    Highlight the template in the folder list and click Generate thisform. Complete the dialogs as necessary and press Fill.

    OR

    Double-click the template in the folder list, complete the dialogs asnecessary and click Fill.

    File Information Sheet

    This document contains the file details and party information and can be accessed duringthe creation of a new file or by opening an existing file for editing. Click the FileInformation Sheet icon to assemble. For other options, click the drop-down menu on the

    File Information Sheet icon to select a different template.

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    Chapter 7 User Support

    Contact Us

    PHONE: 416.363.1650 ext. 100 or Toll Free: 1.800.340.3234 ext. 100

    E-MAIL: [email protected]

    Error Message

    If you receive an error message such as the onedisplayed here, click Generate Error Report.

    ACL3 will close and an Error Report will generate in MS Word. In the General Information

    section, enter a brief description of the last actions performed in ACL3 prior to receiving theerror message, and send the Error Report by e-mail to [email protected].

    For any other type of error message, please provide a screenshot of the errormessage. To create a screenshot, press and hold the Alt key and then press thePrint Screen Key.

    Paste the error message into an e-mail message to [email protected], along

    with a description of the problem, the sequence of events that led to the problem occurring

    and any additional information and/or screen-shots that you think will assist in trouble-shooting.

    Technical Support and Online Remote Session

    If a Support Representative or Trainer requires connection to your workstation totroubleshoot the issue, they will contact you directly to arrange a remote session.