Install Practice CS licenses

Your firm will need to periodically download updated license files for the Practice CS application. This may happen any time your firm:
  • First installs the application, either as a new installation or over an existing trial version.
  • Purchases any additional modules.
  • Installs Practice CS onto a new server.
  • Completes your annual renewal of Practice CS.
There are 2 methods used to download and apply your updated licenses depending on the reason you're installing them.

For new installation, installing over trial version, or installing on new server

  1. Open Practice CS. You may get a message that licenses can't be found. Accept the offer to open as a trial.
  2. Select
    Help
    then
    About Practice CS
    .
  3. Select
    Download Licenses
    .
  4. Enter your Firm ID and License PIN.
    note
    If you're not sure what your license PIN is, refer to Managing your license PIN.
  5. Select
    Next
    .
  6. Follow the prompts on the next screens to download and install your new licenses.
  7. Practice CS will close and reopen automatically with the new licenses in effect.

If you purchased additional modules or completed your annual renewal process

  1. Select
    File
    then
    CS Connect
    .
  2. Select
    Connect Now
    under Connect Options.
  3. Select
    Retrieve Licensed
    under Connection Purpose.
  4. Select
    Call Now
    .
  5. Follow the prompts on the next screens to download and apply your updated licenses.
  6. Practice CS will close and reopen automatically with the updated licenses in effect.
    note
    It's not necessary for other staff to sign out while you're downloading and applying new licenses. However, each person will need to close Practice CS and reopen it in order to activate the new licenses at their workstation.
Internal use only
Don't provide the license PIN in any form to anyone. Instead, direct the customer to the Managing your license PIN article.

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