Terminology and Phrases
Contents
1. 302. When you wish to archive a file but save it for possibly sometime in the future click on Archive Case This will remove the file from view and archive it to eBrief You can see a list of your cases archived via the reports page Archiving a case will also prevent previous recipient users from accessing the file Case Leve When you are in a file and have clicked on the title of the case in these circumstances the title itself will change colour When you have clicked on the case level you will be presented with further menu options these include Archive Case Share Case Download Case and Diary Event These are explained separately Case List This is the list within a users Briefcase which contains the name of all cases from which the user can select to view Case Log The case log is contained within the users Briefcase on selection it identifies all movements of files it will identify who the file has been shared from and with together with the date and time of each The case log also identifies when each file is deleted Delete Files This button allows users to delete files from a case when clicked only the selected file s will be deleted from the case Delete Folders This button allows users to delete folders in a case deleting folders will delete all files within that folder as well Diary Event Case Level Button which allows users to create diary events relating to each case Th
3. doc 10400 11 doc aoc J 114 doc 15 doc 16 doc a lar cardan at Ej Derek Gately Elaine Kirwan and 2 others recommend this This will bring you to a new screen which gives the option to Make Brief You can move files up or down in the order of the brief or alternatively remove them altogether The brief will be generated as per the structure adopted in the briefcase i e the folders will appear as chapters in the brief with each file in the folder appearing as pages in each chapter The files in the folders are organised as viewed Once happy with your brief the user can click the Make Brief button The eBrief will be created and saved into a new folder in that Case entitled Briefs Each eBrief created through the generate Brief will be stored in here and will be dated according to when it was created So as to keep versions of each brief 18 Viewing your eBrief Click on My Briefcase US E eBrief Briefcase CASES Shared With Admin Elaine Kirwan adam reynolds v Brian ne nm a Correspondence u Medicals PI test ES DELETE FOLDER 5 Click download view Click on the case you wish to view Click on the Brief folder Select the version of the brief you wish to view Files Order O name O Date non Brief_Adam Reynolds v Brian Nesbitt_15_6 Brief_Adam Reynolds v Brian Nesbitt_16_ Y Brief_Adam Reynol
4. char Print Notes Eh Click on My Briefcase At case level click New Case Enter the name of the case you wish to create remember that this is the name the case will have for the future 4 Click ok and the case is created PATI K Creating a new folder within a case E a at oe eBrief REGISTER LOGOUT Briefcase INVITE A COLLEAGUE TO JOIN eBRIEF CASES ates shared with ees Selected folder is empt eBRIEF USER LOOKUP bees q Folder 1 User Type Please Select ol rotter2 fi roer e ME E notes logs DELETE FOLDER Click on My Briefcase Select the case you wish to add the new folder to from your Case List At file level click New Folder Enter the name of the folder you wish to create remember that this is the name the folder will have for the future Click ok and the folder is created Uploading Files E a a eBrief REGISTER LOGOUT Briefcase INVITE A COLLEAGUE TO JOIN eBRIEF CASES Files AA Shared with es one vo A Selected folder is empt eBRIEF USER LOOKUP oh ones he hi roer UserType Please Select u Folder 2 fim rosers ma EE tt al EX EX SONDA notes logs DELETE FOLDER Click on My Briefcase Click on the case you wish to work on view Click on the folder where you wish the file to be uploaded to At File le
5. ds v Brian Nesbitt_4_7 lt x notes logs 6 The Brief will open up for you REGISTER LOGOUT INVITE A COLLEAGUE TO JOIN eBRIEF Someone email com eBRIEF USER LOOKUP wene User Type Please Select Y fm K 19 Printing your eBrief SR Click on My Briefcase Click on the case you wish to print Click on the Brief folder Select the version of the brief you wish to print 3 eBrief REGISTER LOGOUT ee Briefcase INVITE A COLLEAGUE TO JOIN eBRIEF CASES Files ee Ome Ouse Poo SomeoneSemi com Shared With Admin Elaine Kirwan V DOWNLOAD FILES a Gyo Reynolds v Brian Ne Brief_Adam Reynolds v Brian Nesbitt_15_ eBRIEF USER LOOKUP Brief_Adam Reynolds v Brian Nesbitt_16_ oh ses ae S eme Y Brief_Adam Reynolds v Brian Nesbitt_4_7 da Correspondence User Type Please Select Y meticats tim g lt al case ae E FILES DELETE FOLDER Click download view The Brief will open up for you Select File Print Print Brief K 20 Assign Diary Event 3 eBrief REGISTER LOGOUT Briefcase INVITE A COLLEAGUE TO JOIN eBRIEF CASES Files Someone email com Shared With MM ererate v arier Selected folder is empt eBRIEF USER LOOKUP q tota a Folders User Type Please Select a Folder 2 fm hrus E lt n
6. e notes logs 6 Click OK and the files will be deleted INVITE A COLLEAGUE TO JOIN eBRIEF eBRIEF USER LOOKUP wee User Type Please Select Y LI le 12 Sharing Cases REGISTER LOGOUT 3 eBrief A SAA a i Briefcase CASES Files Shared With BSE ES ES INVITE A COLLEAGUE TO JOIN eBRIEF Someone email com eBRIEF USER LOOKUP oo User Type Please Select Y sa lt al notes logs DELETE FOLDER 1 Click on My Briefcase 2 Click on the case you wish to work on view 3 At the Case level buttons click Share Case EEE aa eee ee Briefcase INVITE A COLLEAGUE TO JOIN eBRIEF CASES Files UP iL Someone email com Shared With VIEW DOWNLO A senerate v srie eBRIEF USER LOOKUP oh ones tano roer tserte Please Select E a Folder 2 firm gt Do E EN o j 3 notes logs DELETE FOLDER Confirm Share Update Shared file Print Notes E 13 4 Enter intended recipients user name into box provided 5 Click Confirm Share SS AAN AA Briefcase CASES Generate v Brief he Shared With DELETE FOLDER Confirm Share v Update Shared file INVITE A COLLEAGUE TO JOIN eBRIEF Someone email com eBRIEF USER LOOKUP te tne E User Type Please Select
7. e diary events can be shared with other users and can be implemented into Outlook calendars through ICS files ensuring that users are aware of forthcoming case related events Download Case Case Level button eBrief is an internet service if for any reason you wish to hold a hard copy of the case you can click download case This facility enables the user to zip the case and save it to a hard drive for themselves The case will be saved in the format it is structured within eBrief File Level These are the buttons seen at file level as shown in the opposite photograph Generate Brief Case level button which when pressed starts the concatenating of files within the chosen case to compile the eBrief Users are 28 given a Make Brief option which will include all files on the system The user is able to pick omit and re arrange files to be included in the brief Once the brief is selected a versioned copy of it is stored in the newly comprised Brief folder for the user Invite a Colleague If you have a colleague who is not on eBrief and you wish to share case s with them simply type in their email address on the system and they will receive one automated email from eBrief inviting them to join They will only be sent one email this is not a repeat email service My Briefcase The Users online portfolio of cases on eBrief My Diary This section identifies all upcoming events created or inputted th
8. eBrief User Manual Version 2 0 2011 eBrief Contents Introduction to eBrief My Briefcase at a glance Functions Glossary A A E 3 A deused veyed teticapetacee ever stati wrens neve iced ied eee 4 A ia 5 Creating a new Case ii Sn ee eet td 5 Creating a new folder within a CASC ccecececeeeeeeeeeeeeeeeeeeceteeeeaeeeeeeaeeeeteeeeaees 6 Uploading FIleS oia A adrenal ia 7 DowWnloading FilES cotton id 9 Deleting FilES cocci n 11 Sharing CASES mico dia 13 ER 15 Generate Brit atinada A aia 17 Viewing YOU EBRO ci 19 Printing Your Brief Aiens aa sieeve E E iE 20 Assigh Dlary Evento saadan tan A eee a tea ie ieee 21 Reviewing your eBrief Diary oooocconcccnocococncoonnconnnonnnconn nono nono nooo ncnnn nono ncnnnncnnncnnnnn 23 Reviewing cases through your eBrief Dial Y oooonnocicnnnnncicnnonconncnnconncnarnccnnnncnccn 24 Printing your eBrief Diary ooooocnocccocccconncooncoonnononcconnnonn nono ncnonncnnn cono nonnn conc ncnnncnnnno 25 Running eBrief REports ccccceccceecseceeeeeeseeeeneeceeeeeeeaecaeeeaecaeeeaeseeeeaeseeeseseeetaees 26 A alent 28 Introduction to eBrief eBrief presents solicitors with the ability to instantly brief counsel electronically It cuts out the costs associated with brief creation through the removal of amongst others postal and courier costs It allows solicitors and barristers to view their files and briefs securely online anywhere in the world Wi
9. ee 3 doc k pen Sees wem E Pi oia Y S doc UserType Please Select 5 Y 6 doc raiz ts fin 8 doc oh riera e lt gt TET skare Fies DELETE FOLDER Share With Elaine Kirwan file En Print Notes a 5 Enter the selected recipient in the search box provided 6 The selected files will be sent to the recipient and the case log will be updated 7 The recipient will receive an automated email informing them of the case being shared with them 16 Generate Brief e rt at bea oa eBrief Briefcase INVITE A COLLEAGUE TO JOIN eBRIEF CASES Files Somonni con Shared win m a MA senerate v srie eBRIEF USER LOOKUP bre terme a Folder 1 User Type Please Select Y P Folder 2 fim yy retsers lt al DELETE FOLDER notes logs REGISTER LOGOUT Click on My Briefcase Click on the case you wish to generate the brief At Case level you will see Generate Brief Click on Generate Brief 17 REGISTER LOGOUT Make Brief Go back to your Briefcase Click Make Brief to make your Brief You can choose which documents to Include or exclude On Completion there will be a new Folder within your case called Briefs containing the latest Brief This may take up to 30 Seconds to Complete Generate v Brief a Folder 1 2d 3 doc 4 doc 5 doc 6 doc 7 doc 8 doc 9
10. le you wish to download and or view 7 The file will open for you Deleting Files 3 eBrief REGISTER LOGOUT Briefcase INVITE A COLLEAGUE TO JOIN eBRIEF CASES Files a Shared win os ua oo ES Selected folder is empty eBRIEF USER LOOKUP bre terme hi roer UserType Please Select E P Folder 2 fim yy retsers lt notes logs DELETE FOLDER 1 Click on My Briefcase 2 Click on the case you wish to work on view 3 Select the files you wish to delete as below 11 E eBrief Briefcase CASES Generate v Brief y Shared With a DI senerate v Brief p M Folder 1 a Folder 2 a Folder 3 E DELETE FOLDER EA Bf urconorus Order name O Date E z E li notes logs 4 At File level you will see Delete 5 You will be asked to confirm the deletion REGISTER LOGOUT INVITE A COLLEAGUE TO JOIN eBRIEF Someone email com eBRIEF USER LOOKUP terme User Type Please Select Fim T REGISTER LOGOUT E eBrief SR a 5 o l Briefcase CASES Generate v Brief 4 Shared With a DI senerate v Brief a Briefs 7 u Folder 2 PI Folder 3 FOLDER E DELETE FOLDER Order O name O Date 2 jJ Are you sure you want to delet
11. lts are presented to the user via a selection of charts Individual recipient users can be selected to create reports This will also give you an average turnaround time as to when they have got back to you through eBrief Save Notes Notes are an option within the Users Briefcase to type up and save a number of items pertaining to that case Notes are a personal item for each case and are NOT shared to other users These are private and personal 29 notes for each user in their own briefcase It is important that each note is saved If not the note will be lost Select All File Level button which allows users to tick all files within a folder Share Case Case level button which allows the eBrief user to share the whole case with another user Through this button all individual files as compiled in the folders as constructed by the user will be shared with the confirmed recipient Shred Brief Case level button which allows the eBrief user to shred the brief This means that the original user who loaded the case on pressing of this button can disable access to the case for all recipient users he she has previously shared the file with User The eBrief user logged into the eBrief system User Lookup this facility allows users to look up other users on the eBrief system to ensure that their intended recipient is on the system In the event they are not simply click on the Invite a Colleague button
12. otes logs DELETE FOLDER 1 Click on My Briefcase 2 Click on the case you wish to work on view 3 At the Case level buttons click Assign Diary Event 3 eBrief REGISTER LOGOUT Set Event To Cid v Type select Jun July 2011 Aug Mon Tue Wed Thu Fri Sat Sun 27 28 29 30 1 2 3 4 5 6 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 ELE A Time 12 00 am y Note Sync with Outlook K 21 4 This will bring you to the diary screen 5 Complete the diary screen fields selecting type date venue and the intended recipient as shown below E eBrief REGISTER LOGOUT Set Event To Eanexwan O Type Select 5 Select Trial Motion Application Injunction Meetin Consultation User Note Other Arbitration Mediation 25 26 27 28 29 30 31 i 2 3 4 S 6 Time 2 00 pm v Note Sync with Outlook 6 Click ok and an automated email with an ICS file will be sent to the intended recipient K Reviewing your eBrief Diary 1 Click on My Diary 2 Select the parameters you wish the review 3 eBrief REGISTER LOGOUT My Diary SEARCH DIARY ES From Date To E Events 3 Click ok 4 The Diary will open up for you within those parameters 23 Reviewing cases through your eBrief Diary 1 Click on My Diary 2 Select the parameters you wish the revie
13. rough the Assign Event notification on cases for the user It is a way to keep an eye on forthcoming matters and also notify recipient users of the forthcoming events Once in it users can select a time period and check within it for any forthcoming events My diary also runs within My Briefcase as it automatically notifies users on login to their briefcase of the number of upcoming events over the next 7 days New Case The new case button allows users to set up a new case on the system This is the name that the new case will be allocated when creating a brief It will be used in compiling the brief and for the subject of each notification or diary event it is important that it is input correctly New Folder This button allows the user to create a new folder in their case The folders as with any system allow the user to organise their cases as they would like the recipient user to receive it Print Notes Notes are an option within the Users Briefcase to type up and save a number of items pertaining to that case These are private and personal notes for each user in their own briefcase By pressing print notes within the briefcase the user will print the last saved version of notes Recipient User The eBrief user you wish to share case briefs files with Reports The User Reports allows each user to review their files and see who they have been sharing files through eBrief with over any selected period of time The resu
14. th accessibility available on internet equipped mobile phones you and your briefs can truly be on the move Included here is a short manual giving an overview of the system it identifies its core screens and details its functionality for our users If you are experiencing difficulty with any of the functions and you cannot locate the relevant section in this manual please contact us at support ebrief ie and one of our customer support team will be in contact with you My Briefcase at a glance E eBrief Briefcase CASES Generate v Brief v Shared With d DI senerate v Brief 2 moe a Briefs a Folder 1 u Folder 2 a Folder 3 O oe DELETE FOLDER Case Na Files SP API Reports Case list me Case Level Buttons File Level Buttons Notes Screen Case Log User Look Up 5 Files wove lt notes logs REGISTER LOGOUT INVITE A COLLEAGUE TO JOIN eBRIEF Someone email com eBRIEF USER LOOKUP tene sd B User Type Please Select Y tm 9 ve Reports 6 amp 7 Functions Creating a new case INVITE A VULLEAUUE IU JUIN CONIC CASES Files E au I vow russ AA Shared with nove 2 KA senerare pal eBRIEF USER LOOKUP Ea batero rotaer 1 ter Type Please Select E remera tim a EE notes logs Exa E DELETE FOLDER Name Max 100
15. vel you will see Upload Click on Upload 2 A E eBrief REGISTER LOGOUT Generate v Brief Max Single File Upload Size 10 MB Browse files only This will prompt you to your File Uploader Browse your hard drive or intended area for the file you wish to upload Click ok and the file will be uploaded to the folder The file area will turn green once it has turned green the file is uploaded and a new file may be browsed for If you are uploading a zip file please ensure you click the extract zipped file option Downloading Files E SI eBrief REGISTER LOGOUT Briefcase INVITE A COLLEAGUE TO JOIN eBRIEF CASES Files Someone email com Shared With AA Selected folder Is empt eBRIEF USER LOOKUP q w hi rotaer 1 User Type Please Select a Folder 2 fim rers al notes logs ME E DELETE FOLDER Click on My Briefcase Click on the case you wish to work on view At File level you will see View Download Files Click on View Download Files Ebrief File Download Windows Internet Explorer aca L https www ebrief iej Memt e EYE A A iilan NN E a EE a 2 doc 3 doc 4 doc 5 doc 6 doc 7 doc 8 doc O9 doc Open in Browser Download Go Back to your Briefcase Done Internet far 100 5 This will prompt you to your File Downloader 6 Click on the fi
16. w eBrief REGISTER LOGOUT My Diary SEARCH DIARY ES From Date To E Events 3 Click ok 4 The Diary will open up for you within those parameters 5 Select whichever file you wish to view and eBrief will open the file for you 24 Printing your eBrief Diary 1 Click on My Diary 2 Select the parameters you wish the review eBrief REGISTER LOGOUT My Diary SEARCH DIARY ES From Date To E Events 3 Click ok 4 The Diary will open up for you within those parameters 5 Select File Print 6 Print Diary 25 Running eBrief Reports REGISTER LOGOUT eBrief 522 Briefcase INVITE A COLLEAGUE TO JOIN eBRIEF CASES Someone email com Shared With MP enerate v Brief lected folder is eBRIEF USER LOOKUP bees testa he rotaer 1 EAIA Pissa Sect D he rotder 2 fim Te MI Folder 3 Reports lt a notes logs DELETE FOLDER Click on My Briefcase Click on the reports button on the right hand side 3 Select the parameters you wish the report to run on e g dates users etc 3 eBrief REGISTER LOGOUT NP Report For All Date From 01 01 2011 E Date To 07 07 20116 Run Report Archived Briefs Test Case A v Test Case B zip K 4 Click Run report 5 The report will be created for you 27 Glossary Archive Case
17. x fm J Message from webpage x Sees 2 j amp re you sure you want to share case Generate v Brief with Elaine Kirwan Save Notes Print Notes 6 You will be asked to confirm the share 7 Confirm share by clicking OK and the whole case will be sent to the recipient and the case log will be updated 8 The recipient will receive an automated email informing them of the case being shared with them K 14 Sharing Files within a case 1 Click on My Briefcase 2 Click on the case you wish to work on view 3 Select the files you wish to share 3 eBrief Briefcase CASES Generate v Brief 3 Shared With a DI senerate v Brief a Briefs a Folder 1 a Folder 2 a Folder 3 ES DELETE FOLDER 4 Click Share Files Files Order name O Date E oo 2 doc 3 doc Y 4 doc Y 5 doc Y 6 doc 7 doc 8 doc 9 doc notes logs REGISTER LOGOUT INVITE A COLLEAGUE TO JOIN eBRIEF Someone email com Send Invite eBRIEF USER LOOKUP User Type Please Select Y iv RENNES K 15 A A AAA Briefcase INVITE A COLLEAGUE TO JOIN eBRIEF CASES Files Order name O Date a Shared With EES Go move a O senerate v Brief oiler eBRIEF USER LOOKUP
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