User Menu

Check/uncheck the box next to the bookmarked dashboard(s) to show/hide the dashboard from the Reports tab. You can also set the order of the bookmarked dashboards in the Reports tab. Drag and drop the dashboard in the Manage Global Navigation dialog window to set the order of the dashboards.

Tip: You can show/hide this user menu option for various users. Admin: Permission Group: Global>Edit Global Navigation.

Opens the Image Management page. Select any tab for People, Client, Vendor, Matter ,Firm, Department, Industry and click the Upload button on the top right hand corner, to add images / logo. In the Upload Image window, select the name from the drop down and upload an image. Image names will be displayed in alphabetical order, with thumbnail images and last updated date. Click the pencil icon to edit the image. Click the Go to Proposal button on the top right hand corner, to open the proposal search page.

Tip: You can show/hide the Manage Logos user menu option for various users. Admin: Permission Group: Global>Can View Logos Management page. You can also show/hide the edit icon for logos. Admin: Permission Group: Global>Can Edit Logos in the Logos Management page.

Send an email requesting additional help with Umbria. The recipient email address and subject line are prepopulated.

Take the Umbria product tour. When you select this option, a pop-up screen displays with Umbria Support information. Click the Take a Tour button on this pop-up to start an interactive tour of the Umbria navigation.

During the tour, click Next Hint in the active window to proceed to the next portion of the tour. You can click Back to return to the prior portion, or exit the tour by clicking the X in the upper right corner of the window.

In the Translate tab, you can change the way labels display in the current page in Umbria. The URL showing in the tab indicates the folder in which the Resource Key is located. You may reword the resource key for the current page. Click the Update button, on the bottom right corner of the window to save the changes. Labels changed here, will also be updated in theAdmin:Resource Customization node.

Click the Files tab, to view the .chstml and .xml files for the current page. Click Edit to modify the xml scripts for the current page, you will be redirected to Admin : File Customization node.

In the Security tab, you can manage permissions for the current page. To edit roles assigned to permissions, click the permissions listed under the Permission Code column. You will be redirected to Admin : Security> Permissions node .To edit groups assigned to roles, click View under Roles column. To return to Security tab, click the Back button located on bottom left corner of the window. To continue editing, select role to be updated, click on View, you will be redirected to Admin : Groups node .

Tip: Enter your search criteria in the Search field and click the magnifying glass icon. The screen refreshes, showing a list of matching results. Click Clear Search to remove the currently set criteria.

Here you can customize the core Umbria out-of-the-box terminologies displayed on each screen. Before making any modifications here, select the culture you are customizing from the Target Culture drop-down. The Default and the Localized Terms are listed in columns with the Occurrences count. Click on Where Used on the right to find the screens where the terms are used in Umbria. In the window that opens, click on the links in the Where Used column to view the screens where the listed terminology is used.

In the Firm Terminology window, click Edit. The Localized Term column becomes editable. Click Cancel to close the Edit mode.

• To change the terms throughout the pages, enter the desired terminology in the Localized Term column and click Update All. The terminology will be updated in all the pages where used.
• To customize a single term, click Where Used, and modify the text for the desired pages. Click Update All to apply your changes.

Tip: On upgrade to newer version, terminology on all new modules and pages, will be automatically replaced during upgrade process, as per the terminology updated in the earlier version.