CosmoLex User Set-Up Guide
Welcome!…
User Settings
-
-
Setup Overview: Manage Your Default Settings
The Setup area allows you to manage and customize your default settings throughout Cosmo… -
My Settings
The My Settings section includes common user-specific settings. Once the admin assigns… -
Enable Microsoft Authenticator
CosmoLex provides two options for two-factor authentication. One-time passcode via SM… -
Bookmark CosmoLex in Your Preferred Browser
These instructions can help you bookmark CosmoLex in your preferred browser. Google Chr… -
Manage Your Payees
You can store and manage the contact information for payees to whom you regularly make pay… -
Use Search Filters
The Filters pane allows you to search for information based on a variety of criteria. Once… -
Use the Me Dashboard
Your dashboards are the first thing you see when you log in to your CosmoLex account. Your a… -
Create a CosmoLex Desktop Shortcut
You can create a desktop shortcut for convenient access to the CosmoLex login page. Creat… -
Set Idle Period Duration Before Automatic Logout
The Inactivity Timeout feature automatically logs users out after a period of inactivit… -
Take a Screenshot
You can take a screenshot of your entire screen, or a portion of it, using the correct key co… -
Use Keyboard Shortcuts
CosmoLex supports keyboard shortcuts to perform routine actions including adding: Tim… -
Statement Import Error (OFX Security Unsupported)
You can import most banks’ OFX and QBO files without issue, but for some you may rece… -
Clear Your Browser’s Cache
If you are experiencing browser latency or are unable to view system updates, our support… -
Error: Cannot Create File or Folder (When Adding a Matter)
Why is this happening? This error may occur when saving a new matter, when its matter name o… -
Manage Recent Activities
Your dashboards are what you see first when you log in to your CosmoLex account. Your abili…
Need Support?Contact Support