HoudiniEsq Knowledge-base Archive

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  • Add-Ins and Integration 6 Articles

    • Adobe Acrobat Plug-In Overview
    • HoudiniEsq – Word Plugin installation and overview
    • HoudiniEsq For Outlook – Add-In Installation and Overview
    • HoudiniEsq Office Add-Ins – Silent Install Instructions
    • HoudiniEsq Word Add-In For Office 365 (Windows/OSX)
    • LawPay Integration
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  • Import/Export 2 Articles

    • Export Data From Time Matters
    • Exporting Data In HoudiniEsq
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  • SaaS/Cloud Subscription 1 Article

    • Cancel My Subscription
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  • Videos 3 Articles

    • HoudiniEsq on YouTube
    • HoudiniEsq Quick Tips – Time Tracking and Management
    • Video – Billing/Invoicing Overview
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  • Contracts (Third Party) 1 Article

    • Managing Expert Contracts
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  • Getting Started 15 Articles

    • Adding Classifications (Types, Subtypes, Status Codes)
    • Advanced Searching Options
    • Calendar Overview
    • HoudiniEsq Chat
    • HoudiniEsq Quick Setup (Wizard)
    • Importing My Data into HoudiniEsq
    • Introduction to Data Classifications and Data Capture
    • Logging In
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  • Matters 12 Articles

    • Adding References to a Matter
    • Advanced Filter
    • Claims & Incident Intake
    • Closing and Opening Matters
    • Copying Form Data
    • Intake (Quick Entry Form)
    • Managing Case Budgets and Trust
    • Matter Member Assignment Utility
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  • Contacts 5 Articles

    • Client Communications
    • Client Portal (Remote Client Access)
    • Contact Overview
    • Contacts Dashboard
    • Matter Parties
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  • Calendar/Events 8 Articles

    • Calendar Overview
    • Event Timeline
    • Events Overview
    • Matter Docket (Calendar Rules)
    • Notices and Alerts
    • Smart Linking Events from Google Calendar
    • Task & Phone Call Timer
    • Tracking Daily Events
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  • Todos 1 Article

    • Todos Overview
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  • Billing 12 Articles

    • Applying Credit To a Current Invoice
    • Billing “Quick Add” Option
    • Billing Dashboard Overview
    • Expenses Overview
    • Invoice and Statement Templates
    • LawPay Integration
    • Managing Case Budgets and Trust
    • Payables
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  • Documents 8 Articles

    • Document Management Overview
    • Document Templates – Overview
    • Global Search
    • HoudiniEsq – Word Plugin installation and overview
    • HoudiniEsq Smartdoc
    • HoudiniEsq Word Add-In For Office 365 (Windows/OSX)
    • Invoice and Statement Templates
    • IRIS (Documents) Password
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  • Email 3 Articles

    • Creating Email Templates
    • Email Inbox
    • Staff Email Setup
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  • Staff 8 Articles

    • HoudiniEsq Chat
    • Settings Dashboard – Staff
    • Staff Compensation and Reporting
    • Staff Email Setup
    • Staff Logins and Access
    • Staff Profile & Google Sync Setup
    • Staff Rates
    • Staff Records – Main Form
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  • Reports 11 Articles

    • Ad-Hoc Reports – Creating A List View
    • Ad-Hoc Reports – Filter and Sort Options
    • BIRT Designer Setup Steps
    • Fiscal Budget Management
    • Reports – Ad-Hoc (Overview)
    • Reports – BIRT
    • Reports – Income
    • Reports – Payment History
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  • Customization 21 Articles

    • Adding Classifications (Types, Subtypes, Status Codes)
    • Adding References to a Matter
    • Client Communications
    • Copying Form Data
    • Creating Email Templates
    • Custom Fields
    • Customize Mode – Fields
    • Customize Mode – Overview
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  • Workflows 2 Articles

    • Customize Mode – Workflow
    • Workflows Overview
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  • Administration 19 Articles

    • Accessing HoudiniEsq Remotely
    • Backing Up HoudiniEsq (On-Premise)
    • Customize Mode – Fields
    • Customize Mode – Overview
    • Customize Mode – Triggers
    • Fiscal Budget Management
    • HoudiniEsq 2.0 – Current Version Information
    • Managing Access To Data
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  • Troubleshooting 19 Articles

    • Cannot Open Documents (Disable Pop-up Blocking)
    • Change Password (On-Premise)
    • Clearing your browser cache
    • Google Calendar Support Update
    • HoudiniEsq 2.0 – Current Version Information
    • HoudiniEsq Connection Port – Update or Change
    • HoudiniEsq For Outlook – Connection Issues (Cloud)
    • HoudiniEsq On Premise – Slow Performance Due to Memory Related Issues
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  • Mobile 1 Article

    • HoudiniEsq Mobile (iOS and Android)
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Uncategorized

  • Protected: Claims Case Workflow & Processing
  • Adding SSL Functionality To HoudiniEsq On-Premise
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