Videos

HiPerSoft is pleased to introduce the following series of video tutorials.  When the video library is complete, it will cover all aspects of the installation, configuration, and use (How To...) of the PIP 2012.  We will be introducing new videos every week, but we wanted to get started by offering the following titles.

CategoryLinkDescription
Installation Install Trial Version - Windows and Macintosh

Install the 30-Day Trial Version of the PIP 2012 on the Windows or Macintosh platform

1. Download the PIP trial software through the link provided in your email

2. Extract the software from the zip archive.

PIP Trial Software is contained in zip archives. The .zip file format is native to most operating systems. To extract the PIP files from the archive, open the archive like any folder and copy then paste all of the files into a new folder.

3. After extracting all of the files, run the PIP2012v5_Trial_OSX.app (OSX) or PIP2012v5_Trial_Win.exe (Windows) file by double clicking it.

4. The trial should start and you will see the intro screen. Click the large blue “Enter” button to continue.

5. You will be given a 30 day registration notification. Click “Continue” after agreeing to the terms.

6. You will now see a small window prompting you for user and password entries. Click the User field and select one of the trial user names. No password is required for any of the trial accounts. Click “Ok” to continue into the software.

Configuration
Install Trial - Add Accounts and Firm Information
Add User Accounts and setup your Firm Information in the PIP 2012 Trial Version
Configuration
Form Generator - Configure for Windows
Configure the Form Generator to create documents using your Word Processor on the Windows platform
Configuration
Form Generator - Configure for Macintosh
Configure the Form Generator to create documents using your Word Processor on the Windows platform
How To..
How To Login
How to Login to the PIP 2012 for the first time
How To..
How to Assign Contacts to Cases and Designate Role
How to Assign Contacts to Cases and Designate their Role in the Case
How To..
How to Document your Case with File Notes
How to document your Case with File Notes (including the Print function, Filtering, and the use of Activity Codes)
Calendar
Overview, Navigation and Filtering
Overview of Basic Calendar Features including Navigation between Day/Week/Month/List Views and Using the Calendar Filters for Case Status, Staff Member, and Event Type
Calendar
Add, Edit and Delete
Description of the Process to Add, Edit and Delete Calendar Events
Calendar
Rules Based Calendaring Module
Overview of the Use and Function of the Rules Based Calendaring Module