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Edit Your Preferences

User preferences are settings that allow each user to configure their interaction with Tracker. Preferences you can update include:
  • Notifications you want to receive.
  • Communications from Thomson Reuters you want to receive.
  • Your preferred language.
  • Time formats.
  • Some appearance options.
  • The page you want to use as your landing page.
  • Preferred currency format.
  • Preferred number format.
  • Your delegates.
To change your preferences:
  1. From the
    Account
     icon in the left navigation, select
    Preferences
    .
  2. Make changes to your user preferences.
  3. When you have finished, select
    Save & Close
    .
For more about the preferences you can set, see the sections below.

Notifications

You can specify when you want to receive notifications when an event occurs in Tracker. To select the email notifications you want to receive, check the boxes in this section. For example, you can specify whether you want to be notified when a matter is closed or when you have been added as a participant to a matter.
Email notifications are usually sent each night (although most notifications for SOP records are sent instantaneously). Therefore, while it is rare, it is possible that you could receive an email notice for a task that was already completed.
If you sign in to Tracker infrequently, we recommend that you leave notifications turned on. If you sign in to Tracker frequently, you can rely on your Action Items.
  • If you're having trouble deciding whether to turn off email notifications, remember that your Action Items also provide an alert if a status report has become due. The general rule of thumb is that if you sign in to Tracker infrequently (for example, less than three times a week), you should leave the email notification turned on because the email lets you know when to sign in. However, if you sign in to Tracker frequently (for example, many times a week), it makes sense to turn off the email. You can rely on the alerts that you see in your Action Items and can eliminate receiving unnecessary emails.
  • Emails can be delayed or never delivered for many reasons, such as Internet congestion, local network congestion, email servers being temporarily unavailable, retry time-outs, SPAM filters and mail client poll cycles. To be sure that no action or alert is pending, review your Action Items alerts in Tracker.
  • Matter access and user assignment notifications cannot be turned off because of their importance in the matter management workflow. Notifications for matters that are bulk uploaded can be turned off by the matter creator or a Company System Administrator.
  • Since most email notifications are sent each night, you might receive emails about tasks that are complete. The exception is emails for SOPs, which are sent immediately.

Thomson Reuters Communications

You can select the communications from Thomson Reuters that you would like to subscribe to. Examples of Thomson Reuters communications include information about events, the Legal Tracker Field Guide newsletter, and product updates.
To subscribe to or unsubscribe from client communications:
  1. Click
    Click to Update
    .
  2. Review and enter or update your email address in the
    Email Address
     field.
  3. Select your subscription preferences.
  4. Click
    Submit
    .

Delegates

Use the settings in the
Delegates
section on your preferences page to set up your delegates. A delegate is a user who has access to another user’s matters. Tracker lets you select up to five other users that can act as your delegate for matters in which you are a participant. Delegates are added as participants to all of your matters and are assigned the same role as you.
Selecting your delegates is one of the most important things you can do to make sure that the Tracker system is used optimally. For example, if you want your assistant to do work for you in your matters then make sure your assistant is one of your delegates. Otherwise, your legal assistant will have to be manually added to each matter.

General Options

The
General Options
section is where you define preferences such as number of items to show per page in lists, change your language, define settings such as date and number format, your preferred currency, and your default home page.
Preference
Description
Enable Invoice Header Summary Card Drawer
When enabled, invoice data on the Invoices page, such as Invoice billing period, Date Posted, Approved, Sent to AP, Company matter name, Vendor, is hidden but can be viewed by clicking arrow down icon in the upper right hand corner on any invoice tab within the invoice.
Number of Items Per Page
Use this field to set the number of items that appear on any list page. To limit the number of items that appear, enter a number from 1 to 999. Be aware that entering a high number (above 200) could increase the time it takes to open a page.
Email Format
Select the delivery format you want to use for Tracker-generated emails:
Plain text
 emails are delivered without text formatting or images. This format should be selected if you will open emails on devices that do not recognize HTML.
HTML
 emails are delivered with formatted text and images. This is the recommended format.
  • The delivery format does not affect email content.
  • Long URLs may not display correctly in plain text format.
Language Options
Use the
Locale
field to change the language for Tracker.
Most non-configurable elements of the user interface will be translated into the language you select, including:
  • Menus
  • Links
  • Top labels
  • Standard section names
  • Standard field labels
The following are not translated:
  • Content provided or uploaded by users
  • Custom field labels and section names
  • User-defined text
  • User-defined menu choices in drop-down lists
  • Help system content
  • Downloadable user guides
Date Format
You can choose to enter and view dates in the US standard format (mm/dd/yy) or the European standard format (dd/mm/yy). Select the option corresponding to the format in which you want to enter and view dates. All dates must be entered with a four-digit year. For example, if you are using the U.S. format, you must enter the date in the mm/dd/yyyy format. If you are using the European format, you must use the dd/mm/yyyy format.
The date format you choose will always be displayed, regardless of how the date is entered in the system. For example, if a user enters a date in the U.S. format and the date is later viewed by a user who selected the European date format preference, Tracker will display the date to the user who selected the European date format preference in the European date format. The only exception to this general rule is if you export data in a .csv file to a spreadsheet, then the date data will always be exported in the U.S. format (mm/dd/yyyy).
Number Format
Select the number format for numerical amounts in Tracker. Tracker supports number formats that are commonly used with supported locales and language pack subscriptions.
Time Entry Format
You can have Tracker show your time entry format as hours or percent.
Preferred Currency
If your company lets users change the preferred currency, select the currency you want to use for displaying monetary amounts in Tracker. The user currency feature is only available if the international features in Tracker are turned on. The preferred currency setting lets you specify the currency in which all monetary amounts are displayed. Your preferred currency can be different from your company's base currency.
Prioritized Countries
Some forms in Tracker require you to select the applicable country. For example, the matter profile has a
Country
 field. Tracker has a list of over 150 countries to choose from. However, most users almost always need to select from a much shorter list. Consequently, you can specify the countries that you most frequently select and those countries will display at the top of the country selection list.
To select your prioritized countries in your user preferences, Click
Select
 next to the
Prioritized Countries
 field and choose the country from the list that opens.
Home Page Settings
Depending on the access permissions you have been given, you may have the option to select the page you want to use as your landing page.
To use the list of action items as your home page:
  1. Next to
    Action Items view:
    select
    Action Items
    .
  2. Next to
    Default home page:
     select
    Action Items
    .
  3. On the toolbar, select
    Save & close
    .
To use action items and classic dashboard charts as your home page:
  1. Next to
    Action Items view:
    select
    Charts and Action Items
    .
  2. Next to
    Default home page:
     select
    Action Items
    .
  3. On the toolbar, select
    Save & close
    .
  4. On your home page, use the
    Dashboard
     dropdown to find the dashboard you want to use.
To use a next-generation dashboard as your home page:
  1. Next to
    Action Items view:
    select
    Charts and action items
    .
  2. Next to
    Default home page:
     select
    Dashboards
    .
  3. On the toolbar, select
    Save & close
    .
  4. On your home page, select
    >
     to expand the Search dashboards pane.
  5. Select the
    Next Generation Dashboards
    button.
  6. Click inside the search box to display the list of available dashboards.
  7. From the list, select the dashboard you want to use.

Display Options

Option
Description
Background images
This setting controls the appearance of the login screen. When you select the
Corporate
option, the background of the login screen is a neutral gray. When you select the
Classic
option, the background of the login screen is an image that changes each time you log in.
Color Palette
You can specify whether you want to use the Tracker default colors, or display Tracker pages using a high-contrast color scheme.
Display
Use this setting to select whether you want to use standard display or compact display. Compact display reduces the amount of space between page elements and shows more information per page.
By default, Tracker uses the high-contrast colors with compact spacing. You can keep these defaults or select any combination of these options as you prefer.
Left Navigation Mouse-over Width
Use this setting to control the point at which your cursor causes the left navigation pane to expand. Options are
Wide
,
Medium
, and
Narrow
. The default setting is
Wide
. If you are using Tracker on a laptop or small screen, or you have a lower resolution screen, you may find it helpful to use one of the other options to minimize unintentionally causing the navigation pane to expand.

Integrations

If any integrations are configured for your company, you can log in or disconnect from the external service here. This is available only if the company has enabled one or more integrations in Tracker.

Feature Preview

This option is available only if your company has enabled one or more early adopter or limited availability features in Tracker.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company