Sharing resources with your support staff has never been easier! Because Texas Bar Practice licenses cover one attorney and up to three support staff members, we have developed a feature that allows you to share materials without sharing your login information. Link to Lawyer was developed to help lawyers connect their libraries with up to three legal assistants in an easy, secure way. Note: The Link to Lawyer feature only works with lawyer and legal assistant accounts. If you need to change your account type, please contact us via chat, phone, email, or support ticket. Sending a request Step 1: Log into your texasbarpactice.com account. Step 2: Select the “Link to Lawyer” tab in the top menu. Step 3: In the search field, type in the name or email address of the lawyer or legal assistant you wish to connect to. Step 4: When you find your desired user, select “Send Request.” Step 5: When you get confirmation that your request has been sent, wait for the user to accept or deny it. Accepting a request Step 1: Log into your texasbarpractice.com account. Step 2: Select the “Link to Lawyer” tab in the top menu. Step 3: On the …
How do I create a Lawyer account?
Summary: This account type is specifically reserved for those who practice law and have Texas bar numbers. A lawyer account gives you full access to articles and other Texas Bar Books and Law Practice Management materials that are reserved for lawyers. In order to set up your lawyer account, follow the steps below. 1. Click the ‘Join Now’ link in the upper right corner of the webpage. 2. Select ‘Lawyer.’ 3. Insert your Texas Bar card number and the pin/password that you use for your member acount on TexasBar.com and click Next. Our system will cross-reference it with the State Bar of Texas database to verify. If you do not know your Texas Bar pin/password, use these instructions. 4. Insert the required information to create your account and select the CAPTCHA box. 5. Select whether you are setting up an account for yourself or for your organization. You can always choose to create an organization later. For more articles on organization accounts, please click here. For Individual Accounts: Choose ‘Select Myself’ to go straight to your library. For Organization Accounts: A.Choose ‘Select my Organization’ and insert all of your organization’s information. Then, select ‘Create Organization’ to go to your library. …
How do I make a purchase for my organization?
When you set up an organization account, you’re able to purchase and allocate subscriptions for all of your users. Keep in mind that in order to allocate a subscription to several users in your organization, you’ll need to purchase that amount of licenses. For example, in order to allocate a subscription for three users, you’ll need to purchase three licenses. Select the product you want and place it in your cart. Click on the cart symbol at the top of the webpage next to the ‘Pay my Bill’ button. Once you get to the ‘I’d like to purchase for…” page, click on the dropdown and select the organization you’re purchasing for. Click ‘Next’ You’ll then follow through with the normal purchasing process. Now, you’ll be able to allocate the subscriptions to the users of your choosing. Need help allocating your materials? Click here. Need help creating your organization? Click here.
How do I allocate materials to users in my organization?
Once users are added to your organization, you’re able to make purchases on behalf of your organization and allocate them to users as you see fit. If you need help making purchases for your organization, there’s a link to that article at the bottom of this one. To allocate subscriptions: Click ‘Allocate Subscriptions’ at the top of the page. Select the organization that you made the purchases through from the drop-down menu to the left. Select the product that you’d like to allocate from the drop-down menu to the right. Above the users in the orange text, you’ll see how many licenses you have available to allocate to users. You’ll then select which users you’d like to be able to access the products and click ‘Save Changes’. To allocate downloads: Click ‘Allocate Downloads’ at the top of the page. Select the organization that you made the purchases through from the drop-down menu to the left. Select the product that you’d like to allocate from the drop-down menu to the right. Above the users in the orange text, you’ll see how many licenses you have available to allocate to users. You’ll then select which users you’d like to be able to …
How do I join an organization?
Joining an organization allows you to have access to materials that have been purchased for your entire organization. Once you join, the admin will be able to allocate materials and purchase on your behalf. Click ‘Organization’ in the menu. Type the name of the organization you wish to join in the search bar. If the organization has already been created, you’ll click ‘Request to Join’. You’ll then see a page that lets you know that your invitation has been sent. All you have to do now is notify your admin that you’ve sent a request and wait to be added to the organization. For admins: Click ‘Organization’ in the menu. Under ‘Request to Join’ you’ll have the option to accept or deny any users to your organization. Once you accept a user, they’ll be added to your organization. If you decline, the request will go away and the user will not be allowed in your organization. Now, you’ll be able to allocate materials to this user. Need help allocating materials? Click here. Need help creating an organization? Click here.
How do I add users to my organization?
When you add users to your organization, you’re able to allocate any materials that are in your organization’s library to them. Once you’ve logged into your account, click on ‘Accounts’. If they haven’t already, have members of your organization create an account for TexasBarPractice.com and proceed to this article for instructions on how to join an organization. If they have an account, select ‘Add Users’. In the search bar, type in the name of the person that you’re searching for, and click ‘Invite to Join’. Your users will now be automatically added to your organization. Now, you’re able to allocate subscriptions and downloads for users in your organization. Need help allocating materials? Click here. Need help creating an organization? Click here.
How do I create an organization?
An organization is designed to help you keep track of all the materials that currently belongs to your organization. Through this, you’re able to make purchases for your entire business and allocate the subscriptions/downloads to certain users. Whoever sets the account up is automatically designated as the Admin which gives them the right to add or remove users, allocate materials, and edit the organization’s information. These following steps are designed to help walk you through the process: Once you’ve logged into your account, click on ‘Organization’. Then, click on ‘Create Organization. Fill out all of the required information, and click ‘Create Organization’ once again. Log out, and log back into your account to apply the new interface. You’ll recognize it once you see the buttons ‘Account’, ‘Allocate Subscription’, and ‘Allocate Downloads’. Need help adding users to your organization? Click here. Need help purchasing for your organization? Click here.
How do the Fastcase links work in digital downloads and Online manuals?
The citations in the digital downloads and the Online manuals link to Fastcase, a free Texas Bar Membership benefit. To use this benefit from your digital downloads or Online manuals: Click on the citation link in your manual. The first time you do so, you will be asked to sign into your TexasBarCLE.com account with your Bar Card number. Once you verify and agree, the manual will automatically redirect to the Fastcase website. Once this sign-in process is done, you will be connected directly to Fastcase when using the manual links going forward. You will be asked to sign in to TexasBarCLE.com again when you use your manual in a new browser or device, or as your cookies expire.
How do I use my Texas Bar Books Online manual?
Here is an overview of the features included in Texas Bar Books Online manuals and how you can use them to practice well. Access Your Manual To access your Texas Bar Books Online manual, log in to your Texas Bar Practice account, go to My Account, find your manual under “Subscriptions,” and click “Go to Product.” For help with this step, see How Do I Access My Online Manual? Home Page The Online manual’s home page has several options for opening and using the manual. Start by searching for topics or specific phrases. Start by opening the manual at Chapter 1. Start by opening your list of saved bookmarks. You’ll also find other helpful and informative links here. Practice Notes To use the practice notes, select the chapter on the left. You can click chapter titles to expand the topic groupings under that chapter. In the center panel you can scroll or click to navigate to the section and form titles. Text for your selected chapter, grouping, and section will appear in the main window. You can also: Return to the manual’s home page by clicking its title. Return to your Account page by clicking the profile icon. Access your saved bookmarks by …
What if nothing seems to download or install on my computer?
What should download? Online manuals: Although accessing the content of the Online manuals doesn’t require downloading any files to your computer, using their Word, PDF, and Excel forms in your practice does require downloading the desired individual forms in those formats. To download a form, click the Word, PDF, or Excel icon in the upper right-hand part of the desired form’s web page. Digital downloads: The digital downloads must be downloaded after purchase and accessed on your local computer afterward. See how to download them here. Texas Bar Books toolbar: Using the toolbar to more easily modify the Online manuals’ and digital downloads’ Word forms requires downloading the toolbar and installing it on your local computer, if you haven’t already installed the toolbar for a different product. See how to install the toolbar here. Watch the toolbar tutorial video here. Nothing seemed to download If you try to download an Online manual’s Word, PDF, or Excel files or the toolbar’s or a digital download’s zip files and nothing seems to happen, it’s possible that the file did in fact download but your computer provided you with little or no notice of that fact. It’s also possible that your computer’s security …
How do I download the digital version of my manual?
Go to My Account To download the digital version of a manual, first go to My Account. Click “Download” On your My Library page, under “Downloadables,” click the “Download” button that corresponds with the product. Extract zip file contents The product will download packaged in a zip file. To access all of the features of the digital download, you should extract the contents of that zip file (see how here). Move the digital download where you want After extracting the contents of the zip file, you may copy or move the digital download’s product-named parent folder (for example, “Texas Collections Manual 2020”) and all of its contents to the desired location on your computer. The folder hierarchy and folder and file names within that parent folder, however, should not be altered, or cross-document links and other advanced features of the digital download could stop working. The Texas Bar Books toolbar Many digital downloads include Word forms designed to use the Texas Bar Books toolbar. These digital downloads will include a “Navigational Toolbar” subfolder inside the product’s “Forms” folder (for example, at C:\Texas Collections Manual 2020\Forms\Navigational Toolbar\). Unless the toolbar has already been installed on your computer for a previous product, …
What forms are included in the manual?
The Online manuals contain all of the content of the printed books as web pages accessible via any Internet browser on any device able to access the Internet, and the digital downloads contain all of the books’ content in PDF. This content includes all of the books’ forms in both cases. Forms in Word, Excel, and PDF Online manuals and most digital downloads also include State Bar of Texas–copyrighted forms from the books as downloadable, editable text files in MS Word and, in some cases, Excel. Some products also include the full text of selected CLE articles from the TexasBarCLE Online Library or forms available from state and federal agencies as individual PDF files. Digital downloads of the Texas Pattern Jury Charges series (both civil and criminal) contain charge language/instruction files in Word. Texas Bar Books toolbar Although all of the products’ Word files are compatible with both Word on Windows and Word for Macintosh, the Texas Bar Books toolbar is specifically designed for use with Word on Windows systems only. Instructional language is included in the Word forms as hidden text. Be aware that this language will be included in your completed forms unless you specifically delete it.
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