Introduction
Welcome
Release Notes
About OnePractice
Provisioning
Purchasing & Licencing
Installation of OnePractice Prerequisites
Provisioning Process
Post Provisioning
SharePoint Site
Root Site
Links and Grid
Site Assets
Themes
Document Center
Documents Library
Document ID Service
Content Organizer
Drop Off Library
Lists
HubOne Common App Settings
Refresh List Frequency Setting
Clients
Jobs
Contacts
Suppliers
Staff
Tasks
Site Pages
Subfolders in the Document Center
Migrator
Templates
Getting Started
The Controls
Recently Saved Documents
Upload Templates
Template Field Builder
Refresh
Settings
Help
Field Builder Options
Creating Templates
Part 1. Creating New Templates
Part 2. Adding Field Tags to Templates
Part 3. Saving Templates
Modern Practice Templates folder > Online
Save directly into the Modern Practice Templates folder in the Document Center from Desktop
Save to Desktop > Upload to Modern Practice Templates in your Document Center
Using Template Field Builder
Verifying a Template
Creating Documents: Merging Templates with Client or Job Data
Metadata and Templates
Refreshing Client and Job Lists Automatically
Mail
Getting Started
The Controls
Update Theme
Refresh Clients and Folders
Connect to Document Center
Settings
Help
Using Mail
Saving Emails to Client Folders
Saving to Subfolders
Saving Attachments
Renaming Attachments
Add Sender as a Contact
Renaming an Email File
Categorising Emails in Outlook
Metadata and Mail
Refreshing Client and Job Lists Automatically
Mail Templates
Getting Started
The Controls
Update Theme
Refresh Clients and Folders
Connect to Document Center
Help
Creating Email Templates
Create new email template directly from Outlook
Creating new email templates from Outlook Web App (OWA)
Creating Emails: Merging Templates with Client Data
Creating Emails: Merging Templates and Editing
Creating Emails: Adding Attachments
Scans
Getting Started
Installation
First Run
Basic Usage
Manual Processing
Document Summary
Edit Document Details
Client Search
Edit Metadata
Preview Document
Process Later
Delete
Save to DropOff
Save to Client
The Controls
Drag and Drop
Process History
Reprocess Documents Only
Refresh and Reprocess
Settings
Processing Settings
PDF Processing Mode
Common App Settings
Global MetaData
Client Matching Rules
Field Matching Options
Word Equivalency
Exclude Clients
List Cache
File Renaming
Standard Rules
Custom Rule Builder
Append or Prepend
Import and Export Settings
Clear All Settings
Connection
Essential Connection Settings
Metadata
What is Metadata?
Why use Metadata?
Automatic Metadata Columns
Creating your own Metadata
Adding a column to the site root
Adding a column to the Documents Library
Setting default metadata
Making Columns Searchable
Metadata and OnePractice
Important Notes and Recommendations
CCH iFirm Integration Guide
Components
Installation Guide
Installation of OnePractice
Part 1: Order Office 365 Trial
Part 2. Installation Prerequisites
Part 3. Licensing OnePractice
Part 4. Provisioning
Installation of the CCH iFirm Custom Connector
Part 1. Create Custom Connector
Installation and Configuration of the Flows
Part 1. Login and Initialise Microsoft Flow
Part 2. Implement Flow #3
Part 3. Implement Flow #2
Part 4. Implement Flow #1
Field Mapping
Single Sign-On
Enabling Single Sign-on
Assigning Users and Groups
Adding a Single Sign-on Logo
Creating a Shortcut in SharePoint