• 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