Firm Library Navigation

Following are the complete Firm Library navigation and menu options by main menu category:

File

Name
Description
Shortcut
New
Create a new firm library.
Alt + F + N
Open
Open an existing firm library.
Alt + F + O
Close
Close the open firm library.
Alt + F + C
Save
Save the current firm library.
Alt + F + S
Save as
Save the current firm library and specify a filename.
Alt + F + A
Delete
Delete a firm library.
Alt + F + D
Backup
Create a backup of a firm library.
Alt + F + B
Restore
Restore a firm library from a backup.
Alt + F + R
Download PPC Disclosure Library
Download a PPC Disclosure Library via your network or Internet connection.
Exit
Exit the program.
Alt + F + X

Edit

Name
Description
Shortcut
Copy
Copy the selected text.
Alt + E + C
Paste
Paste the selected text.
Alt + E + P
Modify
Edit a disclosure note or topic.
Delete
Delete a disclosure note or topic.
Alt + E + D
Firm Library Setup
Edit the name of the current firm library.
Alt + E + F

View

Name
Description
Shortcut
Note
View the selected note from the current firm library visible in the Other Libraries pane (right side of the interface.)

Insert

Name
Description
Shortcut
Topic Above
Add a new topic above the selected disclosure topic.
Topic Below
Add a new topic below the selected disclosure topic.
Add New Note
Add a new note to the selected disclosure topic.

Tools

Name
Description
Shortcut
Transfer
Transfer an existing firm library to another database.
Alt + T + T
Receive
Import an existing firm library into your database.
Alt + T + R
Delete Transfer Files
Select and delete files that have been transferred to another database.
Alt + T + W + D
Delete Backup Files
Select and delete backup files that have been created using the
File > Backup
action.
Alt + T + W + B
Options
The
Options
sub-menu contains these actions:
  • File locations: Define default file locations for your firm libraries. Use Alt + T + O + F.
  • Point to Firm Library Database: Set the database to use for loading your firm libraries. Use Alt + T + O + P.
  • Application Settings: Review/Modify settings such as Username and Multi-user access. Use Alt + T + O + A.
Alt + T + O

Help

Name
Description
Shortcut
Smart Practice Aids Help
Access the online help system.
Alt + H + H
Quick Tour (display tutorial)
Launch the SMART Practice Aids multimedia tutorial.
Alt + H + T
Documentation
Access the SMART Practice Aids Documentation launch page on the Customer Help Center website.
Alt + H + D
Support on the Web
Access the SMART Practice Aids Product Support page on the Customer Help Center website.
Alt + H + S
Frequently Asked Questions
Edit the name of the current firm library.
Alt + H + F
Reset All Tips
Re-enable the "How to" and Navigational Tips if they have been disabled.
Alt + H + R
About...
View the Firm Library version and license information.
Alt + H + A