While this may not be ideal for some, and it can seem misleading, it’s not without reason. For example, practice management and document management software may both have features that are intended to boost productivity. These are vast categories that can be broken down into more specific tasks, which is where they overlap. What Are the Different Types of Software for Lawyers?Īs mentioned, most legal software falls under the categories of practice management, document management, and accounting. Before spending time evaluating small law firm legal software, clearly identify which of these three categories of functionality your firm requires. You can always ask an expert in the Excel Tech Community or get support in the Answers community.It’s important to understand the differences (and the overlap) in these three primary silos of law firm software. From the Sort popup window, in the Order column, select Custom Lists to display the Custom Lists popup window, then select the custom list, and then click Add. If you prefer, add the custom list that is stored in the workbook file to the registry of the other computer or server and make it available from the Custom Lists popup window in Excel Options. The custom list that is stored in the workbook file is also not immediately available for the Fill command. However, if you open the workbook on another computer or server, you do not see the custom list that is stored in the workbook file in the Custom Lists popup window that is available from Excel Options, only from the Order column of the Sort dialog box. If you use a custom list when sorting data, it is also saved with the workbook, so that it can be used on other computers, including servers where your workbook might be published to Excel Services and you want to rely on the custom list for a sort. Once you create a custom list, it is added to your computer registry, so that it is available for use in other workbooks. The items in the list that you have chosen will appear in the Custom Lists panel. In the Custom Lists popup window, verify that the cell reference of the list of items that you have chosen appears in the Import list from cells field, and then click Import. Select the range of cells you just entered, and follow the previous instructions for displaying the Edit Custom Lists popup window. In a range of cells, enter the values that you want to sort or fill by, in the order that you want them, from top to bottom. The items in the list that you have chosen will appear in the Custom lists panel. In the Custom Lists box, click NEW LIST, and then type the entries in the List entries box, beginning with the first entry. If your custom list is long, you can import it from a range of cells.įollow these steps to create a custom list by entering values:įor Excel 2010 and later, click File > Options > Advanced > General > Edit Custom Lists.įor Excel 2007, click the Microsoft Office Button > Excel Options > Popular > Top options for working with Excel > Edit Custom Lists. If your custom list is short, you can enter the values directly in the popup window. There are two ways to create a custom list.
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