Text Codes

Text Codes in Juris are shorthand abbreviations used to quickly insert frequently used phrases, sentences, or paragraphs into transaction narratives, notecards, financial statements, and billing past due notes. The system includes functionality to search for Text Codes, edit, delete, and create new ones. This robust functionality helps to streamline data entry across various modules within the software.

This article covers the following:

• Overview of Text Codes
• Find a Text Code
• Edit a Text Code
• Delete a Text Code
• Create a Text Code

Overview of Text Codes

Text Codes are shorthand abbreviations designed for frequently used phrases, sentences, or paragraphs. By setting up text abbreviations, firms can streamline data entry for timekeepers, enhancing accuracy and efficiency. For example, you might use TC to represent “Telephone conference” or IC to represent “Interoffice conference with.”

Text Codes can be used in various contexts, including:

• Transaction Narrative Fields: Quickly populate narratives with pre-defined text.
• Notecards: Maintain consistency in message entries.
• Financial Statement Layouts: Integrate standardized language into report designs.
• Billing Past Due Notes: Automatically adjust past due messages based on the number of days the oldest balance is overdue for a client or matter.

How to Use Text Codes

1. Enter a Text Code: In any narrative field or on a notecard, type the Text Code (e.g., TC).
2. Expand the Text Code: Press the F2 function key to replace the code with its full narrative (e.g., “Telephone conference”).
3. Use the Lookup Feature: Alternatively, click the lookup button associated with the Text Code field.
   Select the desired Text Code from the list. The Text Code will automatically expand into its full narrative upon selection.
   This system allows for faster and more consistent data entry across various modules within the firm’s software solution.

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Find a Text Code

You can search for text codes using the Finder in Juris, which is pre-configured to search only in Text Codes when you follow these steps:

1. Navigate to Text Codes by selecting Tables > Text Codes.
   
2. Open the Finder Form by selecting Tools > Find from the menu.
3. Review the default settings. The Look In field displays the path: Juris\Tables\Text Codes. The Search Subfolders option is enabled by default.
4. Optional: Refine the search by checking the Case Sensitive box if you want the search to match the exact case.
5. In the Named text box, enter all or part of the text code name or description.

   The Narrative is not included in the search.

6. Initiate the search by clicking the Find Now button or press Enter. The search results display at the bottom of the form.
   
7. Double-click an item to open it.

   Click the New Search button to clear the current search criteria and results before performing a new search.

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Edit a Text Code

To edit an existing text code, follow these steps:

1. Access the Table by selecting Tables > Text Codes.
2. Find the text code and double-click the icon or description to open it.
3. Modify the details as required.

   The Text Code itself cannot be changed.

4. Optional: Spell check the form by clicking the Spell Check icon on the toolbar.
5. Save the modifications by clicking the Save icon on the toolbar.

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Delete a Text Code

To delete an existing text code, follow these steps:

1. Access the Table by selecting Tables > Text Codes.

2. Find the text code and double-click the icon or description to open it.

3. Click the Delete icon on the toolbar.

4. At the confirmation prompt, click Yes or press Enter. The text code is deleted.

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Create a Text Code

To create a new text code, follow these steps:

1. Access the Table by selecting Tables > Text Codes.

2. Click the New icon on the toolbar. This opens the Text Codes – New window.
   

3. Enter the text code information:

   1. Text Code: Enter a 1–4 character code (digits, alpha characters, or a combination).

   2. Description: Enter up to 30 characters.

   3. Narrative: Type the narrative for the text code. This is the text to be inserted when the Text Code is used.
      

      The Enter and Tab keys move the cursor from one field to the next on a Juris form, eliminating the need to use the mouse. However, if you need to add a carriage return or tab within a Narrative field, use CTRL+Enter or CTRL+Tab instead.

4. Optional: Perform a spell check by clicking the Spell Check icon on the toolbar.

5. Click the Save icon on the toolbar. The text code is added.

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