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Samantha Eades
Dec 20, 2022
In Setting up your Account
Provide your own custom template containing your header and/or footer so that FamilyProperty reports look professionally branded with your logo or letterhead. To do this, Account Admins need to go to 'Account' in the main menu > Settings and click on 'Templates'. You will need to download our default template and then put your desired content in the header and/or footer of this document, ensuring that you make no changes to the body of the document. Save your document. Click on the arrow to browse and upload your new template. Your header and footer will now display in FamilyProperty word documents such as Questionnaire report, Balance sheets and Proposal reports, disclosure letter, heads of agreement etc. An example of a Balance sheet report with a FamilyProperty custom header is shown below.
Adding a Header and Footer to Report Templates content media
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Samantha Eades
Nov 01, 2022
In Dashboard and Balance Sheet
The Balance Sheet can been populated with the Assets, Liabilities and other items relevant to the Matter, directly from the questionnaire or start with a blank balance sheet and add the items. Once populated, you can begin modelling out your client's scenarios, offers, and generating documents at the click of a button! Outlined below are instructions to help you with these functions: Add items to the Balance Sheet Edit the item details or delete an item Adding Proposals Applying calculations Generate balance sheet and proposal documents Add items to the Balance Sheet: Click the 'Add' button in the top right corner and select the type of item you wish to add, then fill in the Item's Details window. Minimum information for an Asset / Liability / Superannuation item includes: Ownership Type Short description Proposed value. ($0 can be entered if value is unknown or to be determined.) Click 'Save' for the item to appear on the Balance Sheet - any values ($) will be included in all sums and outcome calculations. Edit the item details or delete an item: Click on an item in the Balance Sheet to open up the Item's Details window to edit the information section, delete the item or view, download or upload attachments. Within the information section, you will notice the following sub-tabs: 1. Balance sheet - add or edit the information for the balance sheet, including the name and proposed action. If the value is an estimate, you can tick the estimate only box provided to mark the value with an asterisk (*). 2. Details - This sub tab stores specific information depending on the 'Type' of item selected. Completing these fields are important for populating some of FamilyProperty's court documents. For example, for a Liability, if the 'Type' = 'Credit Card', the Details tab will ask for: Card provider Card type Account number (last 4 digits) However, if you change this so 'Type' = 'Tax Debt', the Details tab will instead ask for: Tax year Owed to 3. Notes - Store optional extra notes as well as chronology entries related to the item. Adding Proposals: 1. Click on 'Propose something?' for an item 2. A box will appear showing a 50:50 split. Click and hold your curser on the box to slide it to the left for your client or to the right (Note: the names of the parties at the top): 3. As proposals are added to the balance, FamilyProperty auto-calculates the sums and splits. The outcome box at the bottom of the balance sheet auto-calculates the splits in percentage and monetary terms. This overall outcome is always visible in your screen footer for convenience. Tip - Liabilities can be connected to existing Assets on the Balance Sheet if you wish to see the Asset's net proceeds. (For example, you may wish to connect a Mortgage (Liability) to the House (Asset) to see the net proceeds for the house.) To do this, click on the liability to open the form and in the field 'Connect this liability to', select the asset from the list. Any liabilities that are linked to an Asset will show on the Balance Sheet as slightly indented under the Asset, and with net proceeds values displayed (shown below). Applying calculations After adding your client's proposals for each item whereby some items may be retained by a party or sold and the proceeds split, you can use the calculator function to easily model a specific target percentage outcome. For example, if your client is seeking a 60% share of the overall asset pool: 1. Click on the Calculations tab or calculator icon (both will open the same calculations window) and enter the desired percentages for each party. Apply 2. You will notice the outcome in your footer will update accordingly. Scroll down to the outcome box to see the cash adjustment required to achieve this target. 3. There are many options when it comes to applying calculations. To view and customise the calculation settings, click on 'Show all options'. Examples of the settings are: Apply a percentage outcome and adjust against a particular asset or super fund such as the family home. Exclude an item from the calculations, such as a liability or a particular asset Apply a separate percentage split for non-super and /or super items separately Generate Balance Sheet and Proposal documents Whilst viewing the Balance Sheet, expand the left-side panel menu and under 'Documents and Forms' you will be able to download the Balance Sheet or a Proposal document in Word at the click of a button:
Using the Balance Sheet content media
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Samantha Eades
May 23, 2022
In Dashboard and Balance Sheet
This video provides an overview of the calculations feature focusing on some recent enhancements that were shown in the Techy Tuesday Webinar on 29 March 2022. Tim demonstrates a couple of different scenarios as requested by subscribers.
Using Calculations  content media
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Samantha Eades
May 23, 2022
In Reports and Court documents
This video takes you through our updated Initiating Application and Response form and shows you how FamilyProperty can automate the population of these forms using the information in your matter dashboard.
Initiating Application & Response - Using this Smart Form content media
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Samantha Eades
May 23, 2022
In Disclosure
FamilyProperty makes is super simple to share and receive files with the other side. Watch the video below to learn how.
Two-Way Disclosure content media
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Samantha Eades
May 18, 2022
In Disclosure
Download an index of all the attachments for your matter at the click of a button. Click on 'Documents & forms' in the left-hand menu, then click on the Attachments report to download it. A quick link to this report will be displayed when you're viewing the Attachment browser. If this report isn't shown, simply click on 'Show all documents' where you can search, or you will find it within the Disclosure section. 2. The report conveniently lists all attachments by item using the short summary name as the title so you can name attachments according to your requirements so they are meaningful and organised (rather than the filename as uploaded by the client). The Index provides hyperlinks back into FamilyProperty for quick reference.
Attachment Index content media
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Samantha Eades
May 17, 2022
In Disclosure
Use the Attachment browser to keep all attachments organised and then easily generate an index for yourself, client or other professionals. See below for tips on how to do this. From the left-hand menu, click on Disclosure > Attachments to open the browser. For mediation matters, ensure you are viewing the correct party first. From the Attachments browser view, you can: Upload attachments. Search through existing attachments. Use the left hand mention to browse attachments for each item. Use the drop-down arrow to order or filter your attachments. There is also a handy search function to find documents using key words. 3. Edit attachments, including: - Renaming attachments for indexing purposes. - Marking attachments as "Accessible" so the other side can access them via the Disclosure Portal. - Categorise and keep attachments organised by tying them to balance sheet items or to other sections of the matter Eg, tying a valuation document to the House (Asset). To do the above, click on the 3 dots '...' icon to the right of the document and select 'Edit'. Then use the short summary name field to provide a more meaningful title for indexing purposes. Whilst in the edit window, you can organise the attachment by ensuring it's tied to the correct item. Click on the 'Attach to' drop down and select the correct item: At any time, generate an Attachment index by clicking on the 'Documents' in the left-hand menu and click on the 'Attachments' report to download an index of all your client's or a party's documents. Note: this index doesn't contain the other side's documents. Use 'Disclosure index' for this. The index in Excel provides hyperlinks to the document in FamilyProperty so you can quickly review an attachment if required.
Manage Attachments for your Matter content media
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Samantha Eades
May 17, 2022
In Disclosure
Once the matter has been moved into the dashboard, you will have access to any documents that the client has uploaded in their portal. You can check notifications via the bell icon on the top right of your screen to see any activity on your matters, including whether documents have been uploaded. You will also start to see paperclip icons throughout the dashboard to the right of the item they relate to. To access these documents, you can simply click on the paperclip to open the form for the item, then click on the 'Attachments' tab: To browse all attachments in one central location, go to 'Disclosure' in the left-hand menu then click on 'Attachments'. From here you can browse, search and manage all attachments.
Finding documents that the client has uploaded content media
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Samantha Eades
May 16, 2022
In Dashboard and Balance Sheet
Easily download a balance sheet or proposal report to provide to your client at any time. Click on the 'Documents' tab > Balance Sheet or Proposal: 1. Balance Sheet 2. Proposal - Sets out the party's proposal as well as a written summary, including days to action on page 2.
Balance Sheet and Proposal Reports content media
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Samantha Eades
May 16, 2022
In Dashboard and Balance Sheet
1. Click on 'Propose something?' for an item 2. A box will appear showing a 50:50 split. Click and hold your curser on the box to slide it to the left for your client or to the right (Note: the names of the parties at the top): 3. As proposals are added to the balance, FamilyProperty auto-calculates the sums and splits. The outcome box at the bottom of the balance sheet auto-calculates the splits in percentage and monetary terms: This is always visual in your screen footer for convenience:
Add Proposals and use the sliders for modelling content media
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Samantha Eades
May 16, 2022
Balance Sheet - Add, edit, link or remove items  content media
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Samantha Eades
May 16, 2022
In The Client and their Portal
1. When you invite the client to use the questionnaire, they will receive an invitation email 2. The client clicks 'Get started' and will be prompted to complete the form below with their email address and name pre-populated. The client needs to create a password, select their state, review the T & Cs and then 'Sign up'. 3. This will open the questionnaire. Note: If you have chosen to display the preaction procedure requirements in your account settings, a pop-up will open for the client to take a look at. They click 'Reviewed - Let's start!' to proceed with the questionnaire. 4. The client starts entering the information, clicking 'next' at the bottom of each page or they can navigate using the left-hand menu and they will only see the items that were selected by you. When completing their information, only email address and the other party's name is mandatory so they are free to complete as little or as much as they can. 5. The questionnaire auto-saves to ensure no data is lost. The client can complete the questionnaire over multiple sessions. To log back into FamilyProperty, they go to app.familyproperty.com.au and click 'Login' 6. The client enters their email address and the password that they set-up. If they have forgotten their password, they can click 'Reset password?' and follow the prompts. 7. Once the client has completed as much of the questionnaire as possible, they click 'Submit' on the bottom of last page. This will submit the questionnaire and then move the client into their portal, provided you chose to leave this item ticked when sending the questionnaire. See 'Client Portal' for more information on this process.
The Client's Journey content media
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Samantha Eades
Jan 18, 2022
In Dashboard and Balance Sheet
Create your matter and populate the balance sheet quickly and easily by importing a Family Court balance sheet document in either Word or Excel. This is a great option if your new to FamilyProperty and you have some existing matters that you'd like to populate quickly. For step by step instructions, click here. Watch this video to see this feature in action:
Importing a balance sheet content media
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Samantha Eades
Oct 26, 2021
In Creating a Matter
To start creating a matter click on the big 'Create a matter +' button and follow these simple steps: Select Lawyer or Mediator for both parties 1. Complete file number if shown. This is useful to match to the record to your practise management system (It can be turned on in your Account Settings - under 'Matters) 2. Lawyer - Enter your client's full name and other party's full name 3. Mediator - You will need to complete Party A's full name first and then Party B's further down 4. Select whether you would like to start using the Questionnaire or Dashboard 5. If you're using the Questionnaire, you will need to select the matter type, whether you wish to include the current situation sections and if you would like to invite the client via email to complete it. See further instructions under 'Using the questionnaire' 6. If you choose Dashboard, no further options are shown as you will have access to everything. You can enter information directly into the tabs within your dashboard and can start building up a balance sheet straight away. 7. Save. 8. The matter will now be shown in your matter list. Simply click on it to open it up. The 3 dots '...' icon to the right of the matter gives you a menu and allows you to go back into the matter set-up, rename it or archive the matter. To send the questionnaire to your client at any time, select the 'Set-up' option and complete the client section including selecting the sections you wish to send to the client. See further instructions under 'Using the questionnaire'.
Creating a matter content media
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Samantha Eades
Oct 26, 2021
In Setting up your Account
Admins for the account are able to review the email settings as well as the invitation to the client to complete the questionnaire as follows: 1. Go to Account > Settings in the main menu bar and click on 'Email Settings' 2. The following options are shown allowing you to review the reply to email address; the from name; and add your desired footer text etc. 3. As shown above, click on 'Email - Invite to Questionnaire' to edit the subject line as well as the body of the email that is sent to clients. You will see that these sections are set-up with FamilyProperty's default text ready to be sent to the client. However, you are free to edit this or add further instructions or information as desired to reflect your approach and communication style. Please notice the data tags '{{' that are used to insert your firm/practise name the user's name, so ensure your changes keep these in mind. 4. The actionable (and therefore important) part of the email, is the last line and button, so don't change this part. 5. Use the formatting bar to edit and make changes as you would in a normal document. 6. When you're finished, don't forget to scroll down to 'Save' your changes.
Editing the Client Invitation and Email Settings content media
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Samantha Eades
Oct 26, 2021
In Setting up your Account
Once you have added your staff or team as Admins, Users or Viewers to your account, the next step to consider is who should have access to matters. Anyone that creates a matter is the owner & admin for the matter, however access for other staff members can be given manually or automatically through the account settings. I've outlined the instructions for both options below: A. Manually adding a User to your matter 1. From your matter listing, click on the '...' icon to the right of the required matter and select 'Set-up' 2. Scroll down to User Access and click on 'Add' under the heading 'Account Users' 3. Select the person from your firm/practise that you wish to provide access and choose the access level. Note: A description for each access level is provided B. Automatic access to matters - only account admins can do this step If your firm or practise has a policy that all staff have access to everyone's matters, or if you would like selected staff to be given access to everyone's matter, this can be achieved through your Account Settings. It's important to note that whilst Admins for your account have access to the settings and can add or remove users, they don't get automatic access to all matters so you need to follow these steps: 1. From the main menu, click on Account > Settings 2. Scroll down to the blue heading 'Matters' and click to expand. 3. The 3rd setting shows 'Access to new matters'. Select the option from the drop-down list that best suits your firm/practise. Scroll down and 'Save' Note: The difference between matter admin access and matter user access is that admins can invite other users (eg. external users) to access the matter. 4. There is one final option that you can consider, which is allowing all people that you have added to your account as either 'Users' or 'Admin' to be given full access to all existing matters, which means they have admin access to all matters. If you are happy with your selection in step 3, you may choose not to adjust this setting. This matter admin access is not to be confused with Account 'Admins' whereby the latter can make changes to Account Settings as well as adding or removing staff from your account.
Access to matters content media
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Samantha Eades
Oct 18, 2021
In Setting up your Account
After creating your FamilyProperty account, you may wish to give other staff members access including solicitors, paralegals or admin/support staff. This enables each user to log into FamilyProperty using their own email address and password. Note: a per user per month fee applies. To add your team , follow these steps: 1. Click on 'Account' in the main menu, then 'Users' 2. Click on 'Add' and enter their full name, email address and select the relevant access level (Shown below). A description of each level is provided to assist you. Note: you can have more than one person as 'Admin'. 3. Do step 2, for each person you wish to add. Then click 'Save' Note: At any time, admins can change the access level or remove access if someone leaves your firm/practice by clicking on 'remove'. Don't forget to save your changes. 4. New Users will receive an email from FamilyProperty almost immediately where they need to click on the 'Create Account' button in the email, then select 'Sign up' on the login page and complete the form by entering a password, selecting a state and agreeing to the terms and conditions of use. Click the 'Sign up' button. 5. New Users are now set-up and ready to start using FamilyProperty. We recommend adding the FamilyProperty login page as a favourite for easy access. 6. New Admins added to the account don't need to wait for the email, they can simply go to the FamilyProperty login page, select 'Sign Up' and complete the same form as shown above (ensuring the email address entered is the same as what was added to the User list). This process should take no more than a couple of minutes. If you have any technical issues, please email support@familyproperty.com.au Access to Matters The next step to consider is managing access to matters. See our related post to know how. Or watch this short video that takes you through adding users as well as controlling access to matters.
Adding Users to your FamilyProperty Account content media
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Samantha Eades
Oct 12, 2021
In Setting up your Account
Follow these simple steps to confirm your firm/practice's name and upload your logo and have it displayed on the FamilyProperty homepage and in invitation emails. Anyone with 'Admin' access can do this: 1. Click on 'Account' in the main menu, then 'Settings' 2. Confirm your Firm name and edit if required. 3. Click anywhere in the 'Firm Logo' field to then browse and upload your file. Details of supported file types and size are shown in the image below. 4. Once your file is selected, scroll down and click 'Save'. Your logo will now appear in top left hand corner replacing the FamilyProperty logo.
Adding your Firm Name and Logo to FamilyProperty content media
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Samantha Eades
Sep 29, 2021
In Dashboard and Balance Sheet
Once the client has submitted the questionnaire, you will receive an email notification and it will be displayed in your matter list with a tick (shown below) To move to the dashboard and continuing managing the matter: 1. Click on the matter to open the questionnaire. This is a good time to review the information completed by the client. You can also download the questionnaire report from the left-side menu. 2. To move to the Balance sheet where you can start adding in proposals and model different options, simply click on 'Balance Sheets' in the left-side menu and your populated working balance sheet will be displayed using the information gathered in the questionnaire. You can continue to edit and add items directly here. 3. All other information from the questionnaire can be found by clicking on 'Matter information' in the left-side menu. - General details - captures the contact/personal information, relationship details, children, income and expenses, as well as a summary of the parenting section of the questionnaire - Current Situation - contains the four sections as listed within the questionnaire set-up - Considerations - contains any contributions mentioned in the questionnaire as well as future needs.
Moving from questionnaire to the dashboard content media
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Samantha Eades
Sep 29, 2021
In Using the Questionnaire
Yes you can! Simply go into the Matter Set-up by clicking on the '...' icon on the right-hand side of the matter Or if you are viewing their Questionnaire, click on 'Options' then Set-up in the top menu bar. The matter set-up screen will open. If you are a mediator, just ensure you choose the relevant party's tab. Scroll down below the list of sections, and you will see this message. Click on 'Want to reset access to the questionnaire?' This will close the set-up screen and a pop-up will appear confirming it has been done. You can advise your client to log in again and they can continue where they left off.
My client submitted the Questionnaire but didn't finish it, can  I give them access again? content media
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Samantha Eades

Admin
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