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How To Guide

Probe | ATA | How to register/license your Probe Attorneys Trust Engagement file

Published:  20/11/2017
How to register or license your Probe Attorneys Trust Engagement file?

  Instructions:

Please Note: any change in the operating name and/or the year-end date after the file is licensed will then lock the documents in the file.
 
Set the Engagement properties, Then open any CaseView document (For example 13.20). The Licensing screen dialogue will appear after opening a working paper document
 

Step 1 : Confirm client information

  • Ensure the engagement properties agree to the operating name and year end date on the licensing dialog box (Note: 1 client file will utilise 1 license token)
  • Then tick the checkbox I agree the information above is correct
 
User-added image
 

Step 2 : Enter Firm ID

  • Type the firm ID from the license statement into the Firm ID  field
User-added image
 

Step 3: Request license

  • Click on Authorisation code field to auto populate Authorisation code
  • Click on the Request license button
  • The quantity of the licenses remaining will appear (Note: 1 client file will utilise 1 license token)  
User-added image

Step 4: Activate license

  • Click on the Activate license button for the file to be licensed.
 

How do I purchase additional licenses?

Send us an enquiry to receive a quote for additional licenses.



Additional resources to help you on this:

Click here for the full Getting Started Guide on the Probe Attorneys Trust Template


 

 
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