Ways to get help while you work:
- Handy Tool Tips
for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
- Quick-Pick Lists
are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
- Help Screens
are available by pressing the Help button at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”
“COCOD” is an abbreviation you create to identify your company/firm office for the Geni Law software. COCOD can be a mixture of letters and numbers with a minimum of three and a maximum of five letters/numbers.
In the download process, the program has assigned the COCOD of “GLAW”, and you filled in all of the information except the last line.
Fields that were left blank in the download process may be completed to proceed with the setup process.
On the main Taskbar, click on SETUP > COMPANY SETUP from anywhere in the Geni Law program to add additional offices, if applicable.
Upon clicking the tab, the profile screen opens:
To complete the profile, enter the company name, company code, address, zip code, city, state, phone, fax, email, Federal ID number, State ID number, State Unemployment ID number, and end of your firm’s fiscal year.
Press Ctrl+S or Ctrl+Enter to save the information before leaving the Company Setup screen.
After saving the company information, an empty record will appear at the bottom of the screen. As you continue to work in the Setup Company screen, the gray highlight bar will default to the empty record. The gray highlight bar will move up or down to other profiles as you use the arrow or Page Up/Page Down keys.
To delete a record, highlight the item to be deleted, press Ctrl+Del, answer “Yes” to the prompt.
Click SEARCH to search through multiple company records.
Click PRINT to print a complete list of Company records.
Press ESC to return to the previous screen.