The Law Ruler Standalone Calendar Tutorial Follow
The Law Ruler Standalone Calendar Tutorial
Welcome to the Law Ruler calendar tutorial! In addition to supporting sync of calendar events with Microsoft, Google, Yahoo, Apple, AOL, and more, Law Ruler features a standalone calendar, known as the "Law Ruler Calendar" that may be used without requiring sync of your third-party calendar with the system. With features such as sharable events/calendars and group calendars, you can do it all.
💡 For help on third-party calendar syncs, please review the sync your third-party email/calendar tutorial.
📆 To learn more about the standalone Law Ruler Calendar, read on 🙌 🙌🏽 🙌🏿
What is the Law Ruler Calendar and Why Would I Use It?
Law Ruler has a standalone calendar 📆 that allows firms a siloed-off calendar experience that is focused on their firm's activity within the Law Ruler system. This is particularly useful if you are looking to separate your intake, case management, or other operations and you would like a very focused calendar experience that lives within Law Ruler. Also, the calendar features sharable events/calendars and group calendars without needing to use third-party calendar syncs.
Some firms do not want to or cannot sync their third-party calendars for various reasons. Also, some firms prefer to keep things as simple as possible by using the standalone Law Ruler calendar. In those instances, the Law Ruler calendar would be the recommended calendar of choice.
The Law Ruler Calendar will show all shared events and calendars for each user. Each event will be color-coded based on the calendar user's color code or by event-specific color codes by event type.
Also, you may move and hide each calendar based on each user's preferences.
- To move a calendar, hover your mouse over a calendar, and then an icon showing three horizontal lines will appear, AKA the hamburger icon. Left-click the hamburger icon and drag the calendar up or down as needed. Changes are autosaved. Review the screenshot below to see it in action.
- To hide a calendar, click the down icon. To show a calendar/group of calendars, click the up arrow to expand them. Note: This does not hide events.
- To turn off a calendar/hide events for a particular calendar, click the check bubble to the left of each calendar name to show/hide the events for each calendar. Review the screenshot below to see it in action.
💡 If you do not have access to a particular event and it does not belong to you, then you will not see it in the calendar. With that said, you may see events that belong to a specific lead or case inside of that record because calendar events could potentially belong to either a calendar or lead/case record, or both.
Activating the Law Ruler Calendar and Setting a Default Calendar for New Events
Ready to use the Law Ruler calendar?
To activate the Law Ruler calendar, go to the top right corner of Law Ruler, click on your name > then click on User Settings.
By default, it is already activated, but it could have been deactivated by your administrator. If it is deactivated, none of the events will be lost, so have no worries. In the off position, the calendar will not appear in the Law Ruler calendar screen.
Need to set a default calendar for new events? For the purposes of convenience, you are able to select the default calendar to use when creating new events. To change your default calendar, go to the top right corner of Law Ruler, click on your name > then click on User Settings. Change it as needed in the Calendar Settings area.
Changing Views in the Law Ruler Calendar
The Law Ruler Calendar supports the following views:
- Day View - a daily view of calendar events
- Week View - a weekly view of calendar events
- Month view - a monthly view of calendar events
💡 You can save a default view by selecting it from the calendar view picker in the top right corner of the calendar at any time. The calendar will save the view for each user to the last view that was selected and will reload with that view in the future unless it is changed again.
Color Coding of Calendars and Events
Color coding makes it easier to read events, especially with a very busy calendar. If you would like to change the color settings for events, then visit the Event/Appointment Settings screen in Setup. The Setup menu requires admin access.
Each event type allows you to customize the calendar color code.
You may rename each calendar that you own (your calendar). Admin users may edit/rename any calendars. To rename a calendar, click on the name of the calendar. This will open the Share Calendar popup screen as shown below. Modify the name as needed and press "Save" to finish renaming a calendar after updating the calendar name.
How Do I Share Events with Other Users At My Firm?
Sharing calendars in the Law Ruler calendar is simple to do. You could share your calendar with any users in the system. Admin users can edit sharing permissions for all calendars.
If you want to share a calendar with other people in your firm, you can do so by clicking on the calendar name. This will open the Share Calendar popup screen as shown below.
Add the users you wish to share your calendar with in the Select a user field and click Share when you are done.
How Do I Edit Share Calendar Rights For Other Users At My Firm?
After you have chosen each user you would like to share a calendar with, you can then edit their rights to that shared calendar.
If you are not already in the Share Calendar popup, click on the calendar name to start editing the calendar's sharing permissions. Then, make any changes needed in the Share Calendar popup, as shown below.
Each calendar has two permissions, view and edit. You may decide if you would like other users to edit your calendar events or view only.
Group Calendars in the Law Ruler Calendar
In addition to shared calendars/events, the Law Ruler calendar also features group/organization-wide calendars. A group calendar could save your firm a significant amount of time since you only need to share it with each user one time. Shared calendars need to be individually shared with each user to share them. Unlike shared calendars, you add each user to the group calendar once. Group calendars may be created or modified by admin users only.
Adjusting Calendar Settings
In the top right corner of the Law Ruler Calendar, you may click on the gear icon to go to the calendar settings screen. This is a shortcut to the Event/Appointment Settings setup screen.
What is the Appointlet Calendar?
Appointlet is a third-party calendar scheduling software app. Law Ruler has an integration with Appointlet that will allow events scheduled in your Appointlet calendar to get inserted into your standalone Law Ruler calendar without requiring sync with Outlook, Google, or other calendaring software. As that the Appointlet calendar may have an event for an individual or group calendar and it may or may not be related to a lead/case, thus Law Ruler created Appointlet as its own calendar folder within the Law Ruler calendar so the events always have somewhere to go.
If you need further assistance, then please contact Law Ruler Support to assist you further. However, if you have issues with a third-party email/calendar provider, then you must contact their support team, not Law Ruler Support, since Law Ruler is only authorized to provide support for their product.
Microsoft Outlook, Office, Exchange, and Google are third-party products, so if they are not set up properly and sync is not possible. Please contact their support or your IT vendor directly since Law Ruler Software LLC is not the author of those software products.
Aside from Law Ruler, all other trademarks, trade names, screenshots, or company names referenced herein are used for identification purposes only and are the property of their respective owners.
🤗 Thank you very much for choosing Law Ruler!