Virtual Office CS or SaaS administration frequently asked questions

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General questions

Yes. See NetStaff CS groups for details.

ActiveSync (Android, BlackBerry, iOS, and Windows Mobile devices) questions

ActiveSync is available only for NetStaff CS users.

The Enable button for ActiveSync is available only after you enable Microsoft Exchange for the user and after a Thomson Reuters Virtual Office CS or SaaS administrator completes the necessary account setup, which takes 3 – 5 business days.

Checkpoint Tools questions

Checkpoint Tools applications are available only to NetStaff CS users whose firms subscribe to Checkpoint Tools applications.

All titles that you firm has licensed are installed in Virtual Office CS or SaaS. NetStaff CS users can view the list of titles to which they have access by opening Checkpoint Tools and choosing Tools > VO Options > Set/Update Account Information.

Note: Your firm’s Checkpoint administrator gives staff members access to titles. If your firm has purchased titles that are not available to a staff member, please verify that your Checkpoint administrator gave the staff member access to the titles.

Your firm’s Checkpoint administrator has primary control over the titles staff members can access. Talk to your firm’s Checkpoint administrator about giving NetStaff CS users access to additional titles.

You can view a list of the Checkpoint Tools products that your firm has licensed at checkpoint.riag.com. (You’ll need to enter your personal Checkpoint login and password.)

Checkpoint will notify your firm about program updates if your firm’s Checkpoint administrator is set up to receive email notifications when product updates are released. Program updates are not installed in the Virtual Office CS environment immediately; the email notification from Checkpoint includes the date on which the update will be available in Virtual Office CS.

To receive these notifications, the Checkpoint administrator must have the Tools products assigned to his or her Checkpoint user ID in the Checkpoint User Administration System.

PPC’s SMART Practice Aids questions

PPC’s SMART Practice Aids are available only to NetStaff CS users whose firms subscribe to PPC’s SMART Practice Aids applications.

Checkpoint will notify your firm about program updates if your firm’s Checkpoint administrator is set up to receive email notifications when product updates are released. Program updates are not installed in the Virtual Office CS environment immediately; the email notification from Checkpoint includes the date on which the update will be available in Virtual Office CS.

To receive these notifications, the Checkpoint administrator must have the PPC’s SMART Practice Aids products assigned to his or her Checkpoint user ID in the Checkpoint User Administration System.

Questions about working in the Virtual Office CS or SaaS environment

The following topics include the answers to many frequently asked questions about general issues, printing and scanning, and Microsoft Exchange spam filtering that might help you to troubleshoot issues that your clients or staff encounter.

Related topics

Virtual Office CS or SaaS administration

Virtual Client Office (CS) administration

NetFirm CS frequently asked questions

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