January Monthly Tips and New Features
You now can Assign User(s) to Instruments, Units, and Wells. This will help especially when needing to run reports on specific user activity. From the Edit Page of a specific Realm, Managers have the “+ Add Broker to Unit/Well/Instrument” option. Clicking this will provide you with the list of Users you have access to assign ownership.
Ownership Reports are now available for download in Excel Format. From your Manage Tab, go to Manage User or Manage Projects; once you isolate a specific user’s permissions look for the new permission which indicates “Download Excel Ownership Report” From the Documents Tab, that user will have the option of downloading the OR in the standard PDF or the Excel format.
Title/Abstract Terminology Options - From your Management Tab, go to Manage Projects, then to the Edit Icon next to a Project. If the project is one in which Has Acquisition? Is selected, you’ll notice that you also have options for Half Sheet Defaults. The new options allow for you to select the correct phrasing for your particular area of research. (Half Sheet vs. Cover Sheet; Recorded vs. Filed, and County vs. Parish)
(see above) Just below these options on the Project Edit page, you will find another area entitled “Output Encryption Options” From this area you have the ability to “unencrypt” any of the file types listed. It is TL’s default setting to automatically encrypt PDF files. With this feature, you can elect to make those files unencrypted to allow for the various features that the edit mode of Acrobat allows.
Chad Landry - Director of Training and Support, TotaLand Technologies