GEDEX is a powerful legal tool for professionals. Powerful, but not complicated or intromisive. It can be adapted to the way you currently carry your firm in many aspects, thanks to the continuous improvements carried out during the last quarter of a century, since 1996.
Here in this GEDEX user's manual card we detail some functionality that confuses novice users.
During your first software usage sessions, we recommend specially that instead of touching everywhere as we all do, try the Help buttons present on every program window. Doing so will open this online manual, pointing exactly to the card with a precise explanation of the features that you were using in that moment.
There is a row of buttons at the top that simplify access to the cases listing, the contacts listing, the Organizer, Graphs and help, among other dinamically appearing functions:
The first button with the image of a folder is the most important in GEDEX. It displays a listing of your matters, cases, projects or professional managements. There you will also get some buttons to create new matter cards, organize and search for existing matters cards.
In GEDEX even the definition of your matters can be customized ("Show Cases", "Show Matters", "Show Folders"...) to match your firm's tradition, and so the button text will adapt appropriately.
The Show Contacts button, with the image of some people, displays the contacts (your clients and other interveners in any of your matters). Use it to view or print your clients, to search for clients, court's phones, etc.
The Update data button (folio shape) lets you update the current listing with updates from other computers in your office.
The Show previous cards button has links to the latest accessed cards (matters or contacts).
The Agenda button displays the full agenda of pending actions, including terms, judicial citations and tasks. Use this button to display the Agenda full screen, instead of half screen as happens when using the buttons at the left hand side of the screen (those can be shown using the View menu → Show views).
The Organizer button returns to the main screen, with alerts of interest for each of your firm's users.
The question mark button starts the user's manual main page.
Please observe the row of words at the top of the screen (File, View, Reports, Configuration,...), they give you access to the main menu of available operations.
How to add Actions to the agenda
Numbering and coding your Cases
What keys and key combinations are available to edit text