CATEGORIES
How do I delete a Category from the Category dropdown menu?
In the Relative View, click the “Case Settings & Files” link along the top right side of your TrialLine. Select the “Categories” tab. Under the “Action” column, select “Delete.”
How do I change a Category name?
In the Relative View, click the “Case Settings & Files” link along the top right side of your TrialLine. Select the “Categories” tab. Under the “Action” column, select “Edit.” Click your cursor inside the “Title” field. Update your Title name. Click “Save Changes.”
How do I change a Category color?
In the Relative View, click the “Case Settings & Files” link along the top right side of your TrialLine. Select the “Categories” tab. Under the “Action” column, select “Edit.” Click your cursor inside the Color bar and choose a new color. Click “Save Changes.”
How do I change a Category thumbnail image across my entire TrialLine?
In the Relative View, click the “Case Settings & Files” link along the top right side of your TrialLine. Select the “Categories” tab. Under the “Action” column, select “Edit.” Click your cursor on the existing thumbnail. Upload your new thumbnail. Click “Save Changes.”
NOTES AND COMMENTS
How do I delete Comments?
In the Relative View, click the “Comments” icon on the right sidebar shortcut menu. That will open the “Comments” pullout window. You will see an “x” to the bottom right side of your Comment. Click that X and you will have the option to delete the Comment from the Event.
How do I edit or delete Notes?
In the Relative View, click the “Edit” button on the Event with the Note you want to delete.
Scroll down to the bottom of the Edit window, and you will see the Notes link. Click the link and the Notes window will open. There, you can edit or delete your Note.
SUBSCRIPTIONS AND PLANS
Can I upgrade my subscription?
Yes, you can upgrade your subscription by going to My Dashboard –> My Profile –> Subscription
And selecting the plan you want. Though, be aware, there are some limits and terms to be aware of.
Basic Plan Subscribers
All Basic Plan Subscribers may upgrade to a Small Firm or Large Firm plan at anytime. We will not prorate any monthly software subscription fees. You accept surrender of any outstanding credit as the cost of upgrading your account. When you upgrade to a Small Firm or Large firm plan, you will not experience any disruption of your service and all of your current TrialLines will be available in your updated account. Once payment is made for your upgrade, all additional features of your new plan will be immediately available.
Small Firm Plan Subscribers
All Small Firm Plan Subscribers may upgrade to a Large Firm plan at anytime. If the upgrade is requested during an existing annual agreement, the existing annual agreement will be cancelled and a new 12-month agreement for the Large Firm plan will begin. If you have any remaining full months on your previous plan, a credit will be generated and applied to your new Large Firm agreement. This credit will be generated in the following way: We will take the total annual cost or your software license from your previous subscription and divide that number by 12 (representing the 12 months of the year). We will then take that number and multiply it by the number of full months you had remaining in your previous agreement. We will not provide credits for remaining partial months and you accept surrender of those monies as an additional cost associated with upgrading your account.
Small Firm Plan subscribers may not downgrade to a Basic Plan Subscription until their current annual contract has concluded. When downgrading to a Basic Plan, all user assignments and permissions will be consolidated into one account, that being the account held by the Owner. Each TrialLine within that consolidated account will then begin billing at the current single case per month charge.
Large Firm Plan Subscribers
Large Firm Plan Subscribers may not downgrade to a Small Firm Plan Subscription or a Basic Plan Subscription until their current annual contract has concluded.
When downgrading to a Small Firm Plan, all user assignments and permissions will be consolidated into one account, that being the account held by the Owner. Each TrialLine within that consolidated account will then begin billing at the current single case per month charge designated for the Small Firm Plan. After this consolidation, the Owner can share the existing TrialLines with new Managers and Users, however, historical Manager and User accounts will not be ported over when downgrading occurs.
When downgrading to a Basic Plan, all user assignments and permissions will be consolidated into one account, that being the account held by the Owner. Each TrialLine within that consolidated account will then begin billing at the current single case per month charge.
How do I cancel my subscription?
My Dashboard → My Profile → Subscription → Cancel My Subscription
Once you are logged in, go to “My Dashboard”. In your dashboard, select the “My Profile” tab. Click the “Subscription” link. Underneath the three subscription levels you will see a button that reads, “Cancel my subscription.”