The JUDLEX window always has the same layout: a menu on the left, a bar across the top and, in the middle, the screen you are working on.
The sidebar
At the very top is the application's name; clicking it takes you back to the main screen.
Under the name, if you have both sections, is the Personal and Professional selector, and next to it the More info button (the “i”), which opens a short guide to both. Changing section reloads the window, and JUDLEX does not let you do it while a long task is running. With a Personal licence on its own there is no selector: JUDLEX opens in Personal. It is all explained in Personal and Professional.
The entries below are those of the Professional section. The Personal menu has others, made for a person's own papers, and it has no clients or case files: Personal.
Clients. The firm's client list. Your most recent clients appear underneath, so you can open one without going through the list, and View all shows them all.
Case files. The list of proceedings, with the most recent ones underneath, just like clients.
If your firm has the Correspondence and filings extension (or had it and still keeps what it recorded, which can still be read), Correspondence and filings also appears at the bottom of the menu, just above your account box: the register of what comes into and goes out of the firm. It has its own section in this documentation.
When you hover over a client or a case file in the menu, a three-dot button appears: More options. From it you can Rename, Change icon, Change colour or Delete without leaving where you are; case files also have Archive.
You can narrow or hide the menu with the button at the left of the top bar, and widen it by dragging its right edge.
Your account menu
At the very bottom of the sidebar is the box with your name or your firm's name. Clicking it opens a menu with:
Profile: your details and your firm's.
Settings: Appearance, Notifications, Connections and Data, plus Deadlines with the Correspondence and filings extension. Performance, History and Types are inside as well: Settings.
Licence: the status of your licence and the computers using it.
Your space: What's new, Subscription and Share.
Support: to write to us.
English or Español, to change the application's language.
The top bar
On the left it shows which screen you are on, with an arrow to go back to the previous one. The buttons are on the right:
Help (the question mark): replays the guide for the screen you are on, or the first steps guide. We explain it in First steps.
Chat (the two speech bubbles): opens the panel for asking questions, about the case file you have open or in general.
Notifications (the bell): updates, and the long tasks that have finished. From there you can look for a new version with Check for updates and install it with Update now. Underneath, Finished tasks lists what has finished since you opened JUDLEX and takes you back to it: Notifications.
Correspondence (the envelope), only with the Correspondence and filings extension. An amber dot shows how many items have a date that could be missed; a blue one, how much email has come in since you last opened the section.
If your licence is not active, an amber notice such as No licence or Licence expired appears to the left of those buttons and takes you to the licence screen.
Closing the window does not shut JUDLEX down
When you click the close button, the window is hidden but JUDLEX stays open, with its icon in the system tray: on Windows, next to the clock; on macOS, in the bar at the top. That way you can get back to it instantly, and work in progress, such as reading a long case file, is not interrupted. Nor is it interrupted if you move to another screen in the meantime: when it finishes, JUDLEX lets you know and the task is kept in the bell.
To see it again, click the icon and choose Open JUDLEX, or open the application again as usual: if it is already open, it shows you the same window instead of opening another one.
To quit completely, use Quit in that icon's menu.
JUDLEX remembers the size and position of the window, and whether you left it maximised, so that when you come back you find it as you left it.