The How To's are designed to explain the functionality built into each form in the eCandidus™ Desktop.  This section of our website is a work in progress, as our product are ever evolving thanks to the feedback of our incredible customer base.

If you know the specific topic that you are looking for, you may want to look at the Index page.  For those that want to get an insight into what options you have in configuring the eCandidus™ Desktop, look into the Settings page.

The eCandidus™ Desktop is divided into three main groups:

Personal Sets

Consist of data sets which belong to an associate.  These are:

• Appointments
• Notes
• Office Memos
• Phone Messages
• Things To Do

Office Wide Sets

Consist of data sets which are accessed by the entire organization.  These are:

• Address Book
• Associates
• Documents
• Forms
• Workflows

It also includes what we call Work Product, which changes according to the type of system:

• Law - Cases
• Real Estate - Sale of Properties
• Real Estate Management - Rental/Leasing of Properties
• Copy Service - Orders
• Document Management - Folders

Tools

Tools are available to carry out a variety of tasks:

• Organizer - Shows you the outstanding items that you need to focus on.
• Front Desk - Quickly find a person and all of the cases, or work product associated with him or her.
• Document Management - Keep outside and inside materials accessible as imaged documents.
• eCandidus™ Database - Allows you to create, update and synchronize a portable copy of your database.

 

All sets have a common command bar displayed at the bottom of the form:

Icon	Tool Tip	Meaning
	Show Where Used	Displays all the places where the entry is used.  See Cross References
	Compare	Compares values of fields
	Organizer	Displays the associated Things To Do, Phone Messages, Appointments and Office Memos.  See Cross References
	Who is involved	Displays a list of addresses of everyone who is involved with the entry
	Show Milestones	Displays the Milestone form for the entry
	Show History	Displays the History from for the entry.  This is where notes are kept
	Document Management	Entry point of the Document Management system.  Allows you to save the document or form into the document management in those screens.
	Merge into Document	Displays a list of available documents and merges information into the document
	Merge into Form	Displays a list of available forms and merges information into the form
	Tasks	Performs defined tasks for the entry
	Attach	Attached external document to the entry.  See Cross References
	Print Report	Prints a report from the entry
	Print Screen	Prints the form
	Page Layout	Defines page layout
	Add Things To Do	Adds a Things To Do related to the entry
	Add Office Memos	Adds an Office Memo related to the entry
	Add Appointments	Adds an Appointment related to the entry
	Add Phone Messages	Adds a Phone Message related to the entry
	Tools	Displays a sub-menu of tools available
	Services	Displays a sub-menu of services available in the work product screen.  Allows you to define a document or form as a service in those screens
	Options
	E-Mail	Converts the Document or Form to PDF and sends it as an attachment.
	Set/Clear Autostart	Sets or Clears the autostart flag.  When set the entry is displayed automatically when the user log in
	Cancel	Cancels any changes made to the entry
	Save As	Saves a new copy of the entry
	Save	Saves any changes done to the entry
	Send	Sends the entry to its intended recipient
Dialog
	OK	Tells the system that you are done with the form
	Cancel	Cancels any changes made to the entry
Windows
	Windows	Displays a sub-menu to adjust the size of the form: Minimize Displays the form as a small caption bar Maximize Displays the form in the largest possible size Normal Displays the form in its original size
	Minimize