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Getting Started New Single User

recommendation

We recommend the following steps to set up e-Tools on single computers. This method is suggested for firms implementing e-Tools on 15 or fewer standalone workstations. Begin with step 1 and move through each topic by using the navigation arrows at the bottom of each page. If you would like to print a document that includes all of these steps, click here for a pdf version of this information.

A note before getting started: PPC’s e-Tools are MS Word and Excel based templates that may be used standalone or with leading paperless engagement software and must be installed to each user(s) computer workstation. **This software requires local administrative rights to install.

  1. Assigning e-Tools to Checkpoint User Id's and Licensing - Understanding e-Tools licensing and assigning access to Checkpoint User ID's.
  2. Installing e-Tools to a Workstation - As a new user, you will install e-Tools to each workstation via Checkpoint.
  3. Keeping e-Tools Current - Ensure you receive emailed update alerts and installing updates.
  4. Accessing e-Tools using Virtual Office CS - Instructions for setting up e-Tools access from Virtual Office by Thomson CS.

note

Other methods of deploying/accessing e-Tools are available for firms with larger numbers of users and/or Citrix and Terminal Services environments. For additional information on these topics, please review the information for IT/Firm Network Administrators.

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