Article ID: 6036

Customizing Quick Step

Changing Between the Quick Step Version 9 and Version 8 Layouts

In Lexis Back Office powered by PCLaw version 9, you have the option of using the new Version 9 layout of Quick Step or continue to use the Version 8 layout.

Take the following steps to change your Quick Step layout:

  1. Right click your Quick Step desk top to display a menu.
  2. Click Defaults to display the Use Defaults window.
  3. Select the PCLaw Version # layout from the Use defaults for: drop down menu.
  4. Click OK.

The Group tabs for the Version 9 Quick Step layout are as follows:

  • Daily Tasks
  • Accounting
  • End of Month/Year
  • General Setup
  • Accounting Setup
  • Research
  • Practice Management
  • Training and Support
  • Favorites

The Group tabs for the Version 8 Quick Step layout are as follows:

  • Time/Fees
  • Client Costs
  • Trust
  • Billing
  • Client Receipts
  • End of Month/Year
  • Firm
  • Accounts Payable
  • Utilities
  • Practice Management
  • Research
  • Favorites

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Changing Between the New Quick Step and Quick Step Classic

New Quick Step is a streamlined layout and design that can be displayed using the Version 9 or Version 8 layout. Quick Step Classic contains additional customizable tools for Quick Step group tabs and task buttons.

Take the following steps to switch to New Quick Step from Quick Step Classic.

  1. Right click your Quick Step desk top to display a menu.
  2. Click Switch to New Quick Step.

Take the following steps to switch to Quick Step Classic from New Step Classic.

  1. Right click your Quick Step desk top to display a menu.
  2. Click Switch to Quick Step Classic.

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Adding an Image to New Quick Step

A photograph or graphic can be imported into New Quick Step to display as your PCLaw desktop.

Take the following steps to add an image to New Quick Step.

  1. Right click your Quick Step desk top to display a menu.
  2. Click Change Background Image to display an Open window.
  3. Browse to the directory containing the image file.
  4. Highlight the image file.
  5. Click Open.

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Adding an Image to Quick Step Classic

A photograph or graphic can be imported into Quick Step Classic to display as your PCLaw desktop.

Take the following steps to add an image to Quick Step Classic.

  1. Right click your Quick Step desk top to display a menu.
  2. Click Customize to display a Customize Quick Step window.
  3. Click Image to display a Customize Image window.
  4. Click Browse to display an Open window.
  5. Highlight the image file.
  6. Click Open to return to the Customize Image window with the selected image displayed.
  7. Click OK to return to the Customize Quick Step window with the image displayed as the Quick Step backdrop.
  8. Click OK to apply the image to Quick Step.

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Adding a Task Button to Quick Step

Quick Step Group tabs can be modified by adding the Task button to open additional PCLaw features.

Take the following steps to add a Task button to Quick Step.

  1. Click the Group tab where you want to place the Task button.
  2. Right click your Quick Step desk top to display a menu.
  3. Click Add a Button.
  4. Expand the menu to display the PCLaw feature as it is located in the PCLaw pull-down menu.
  5. Click the menu item to have the item appear as a Task button in Quick Step.

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Displaying / Hiding the Help Panel in Quick Step

Take the following steps to display or hide the Help Panel on Quick Step.

  1. Right click your Quick Step desk top to display a menu.
  2. Click Show Help Panel.

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Returning New Quick Step to its Default Configuration

Take the following steps to remove all Quick Step customization.

  1. Right click your Quick Step desk top to display a menu.
  2. Click Default Background Image.

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Returning Quick Step Classic to its Default Configuration

Take the following steps to remove all Quick Step customization.

  1. Right click your Quick Step desk top to display a menu.
  2. Click Defaults to display a Lexis Back Office prompt.
  3. Click Yes.

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