Text Codes

Text Codes help standardize commonly used wording and reduce manual typing. Users can type a Text Code and press F2 to expand it, or use the lookup button to select a code from a list. Text Codes can also be found, edited, deleted, and created from Tables > Text Codes.

Text Codes in Juris are shorthand abbreviations used to quickly insert frequently used phrases, sentences, or paragraphs into narratives, notecards, financial statements, and billing past due notes.

In this article

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

Overview of Text Codes

Text Codes are abbreviations for frequently used phrases, sentences, or paragraphs. By setting up text abbreviations, firms can help timekeepers enter consistent narrative text more efficiently.

For example, a firm might use:

• TC for “Telephone conference”
• IC for “Interoffice conference with”

Text Codes can be used in several areas, including:

• Transaction narrative fields: Quickly populate narratives with predefined text.
• Notecards: Maintain consistency in message entries.
• Financial statement layouts: Add standardized language to report designs.
• Billing past due notes: Adjust past due messages based on the number of days the oldest balance is overdue for a client or matter.

---

Use a Text Code

1. In a narrative field or on a notecard, type the Text Code.

   Example: TC

2. Press F2 to replace the code with the full narrative.

   Example: Telephone conference

3. Optional: Click the lookup button associated with the Text Code field.
4. Select the Text Code from the list.

The Text Code expands into its full narrative when selected.

---

Find a Text Code

The Finder in Juris is preconfigured to search Text Codes when these steps are used.

1. Select Tables > Text Codes. 

   

2. Select Tools > Find.

3. Review the default settings.

   The Look In field displays Juris\Tables\Text Codes, and Search Subfolders is selected by default.

4. Optional: Select Case Sensitive if you want the search to match exact capitalization.

5. In the Named box, enter all or part of the Text Code name or description.

   The narrative is not included in the search.

6. Click Find Now, or press Enter. 

   

   Search results appear at the bottom of the form.

7. Double-click an item to open it.
8. To start over, click New Search to clear the current search criteria and results.

---

Edit a Text Code

1. Select Tables > Text Codes.
2. Find the Text Code and double-click the icon or description to open it.

3. Modify the details as needed.

   The Text Code itself cannot be changed.

4. Optional: Click the Spell Check icon on the toolbar.
5. Click the Save icon on the toolbar.

---

Delete a Text Code

1. Select 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.

---

Create a Text Code

1. Select Tables > Text Codes.

2. Click the New icon on the toolbar.

    

   The Text Codes - New window opens.

3. Enter the Text Code information:
   • Text Code: Enter a 1-4 character code. The code can include digits, letters, or both.
   • Description: Enter up to 30 characters.

   • Narrative: Enter the text to insert when the Text Code is used. 

     

4. Use Enter and Tab to move between fields on the Juris form.

   To insert a carriage return or tab within the Narrative field, use Ctrl + Enter or Ctrl + Tab.

5. Optional: Click the Spell Check icon on the toolbar.
6. Click the Save icon on the toolbar.

The Text Code is added.