Introduction to Using Onit

Article

Welcome to Onit! If you’re a new user, this article will give you a quick tour of the different components you’ll be using to work within your environment.

Keep in mind that Onit is a highly-configurable platform so navigation and layout will vary across environments. The permissions you’re granted as a user also affect what information you’ll see and what actions you’re allowed to take.  

Release Notes - July 2020

Article

• Most items in the Designer will no longer fill in with a default name of "New Action" (or Filter, or whatever it is) when you start them up. You'll have to enter a name yourself.​

An Introduction to Matter Records

Article

Please note your Onit environment may be configured differently. This tutorial is intended as a general reference guide.

Common Actions on a Matter

Article

Add a participant to a Matter Record using the Add Participant button. Adding participants to a Matter will notify them of Matter updates, changes and grant them certain permissions on the Matter.

General Participants, Matter Managers, and Paralegals have the ability to:

• View the Matter
• Edit the Matter
• Add comments
• View the Matter History
• Change the Matter phase
• Add Key Dates / Statuses / Documents / Vendors / Contacts / Tasks

How to Request a Budget from a Vendor

Article

When a vendor is assigned to a matter you have the option to request a budget from the vendor.            

Creating a Shared Dashboard

Article

Shared Dashboards allow users to view Records from multiple different Apps on one Dashboard. Shared Dashboards work best when the Apps have similar information such as Reminders and Tasks. In this tutorial we will create a Shared Dashboard with the Reminders and Tasks Apps.

It is important to note that Shared Dashboards are not a separate dashboard, instead one of the Apps (in this case Reminder) displays Records from both Apps.

Navigate to the Advanced Designer page of the Reminders App and choose Settings from the left-hand menu.

Onit Outlook Email Plug-in Configuration

Article

The Onit plugin for Outlook provides users a great way to work with Onit from within Outlook. The plugin allows users to view Record data, manage Records, and perform Actions on a Record from within Outlook. The Onit App for Outlook works with Outlook 2016, Office 365, Outlook for Mac, and the browser version of Outlook at outlook.office.com.

The plugin requires setup from both within Onit and Outlook. This tutorial will start with the Onit side configuration. In broad strokes the plugin requires admins to setup a new App called Outlook Configuration. Each Record in this App represents a different configuration of the plugin. For example, users in the law group will have a different configuration than the HR group. A small amount of configuration will then be added to the User Profiles App to account for assigning default plugin configurations. Finally, we will walk through setup on the Outlook side.

Adding and Managing Users

Article

Provided you have System Administrator privileges, you can add users to your environment and manage their properties, including their passwords and permissions.

Note that adding a user to your environment does not automatically provide him/her access to any transactions. To access any transactions, a user must either be provided some Administrative Role that provides general app access (we'll cover how to do this below) or be assigned as a participant of a specific transaction.

This tutorial will cover how to add a user, how to view a list of all the users in an environment and manage his/her properties, and how to provide users with Administrative Role permissions.

Crash Course on Security

Article

A critical component of any system is its security model. It’s important to identify the different types of users that you have, and what each user type should be granted access to see and do inside the system.

In Onit, the default approach to security is always one of least access possible. That is, unless you configure otherwise, the only access that any given user will have is to the Records to which he/she is a Participant of. In most cases though, you’ll want to create a more robust and customized security model for your Onit implementation.

To do so, Onit offers multiple, overlapping layers of security. In this tutorial, we’ll cover each possible layer:

BillingPoint Release Notes - June 2020

Article

• Vendors can now add Timekeeper summary information to PDF export. Timekeeper data will automatically be added in Quick PDF. In Custom PDF choose "Timekeepers" from the "Include Section" to include Timekeeper data in the export.