EPIC IE Mode Setup

Setup Instructions for Microsoft Edge

Microsoft Edge, like Chrome, will run EPIC natively without any additional plugins or running external applications; however, in instances where checks are disbursed using QuickBooks Desktop, it is necessary to enable IE Mode in Microsoft Edge. Natively, EPIC will export to QuickBooks Online in Edge and Chrome, once QuickBooks information is added to EPIC specific to your system. If you are using QuickBookds Desktop, follow the steps below.

⚠ Warning! ⚠

Currently, Microsoft has announced plans to discontinue IE Mode in 2029. This means that access to EPIC using IE Mode will no longer be an option after that date and users will no longer have the ability to transfer disbursements to QuickBooks Desktop. Users who wish to remain on QuickBooks Desktop after that time will need to manually enter disbursements into QuickBooks or switch their services to QuickBooks Online, a service new EPIC supports. Alternatively, users can opt to sign up for EPIC Trust^©

After the announcement of the Microsoft's plans to stop supporting Internet Explorer and the release of Edge, the new EPIC was built and currently updated based on the new Chromium foundation that both Edge and Chrome are built on. This may cause features in EPIC not to work when using IE Mode. It is recommended that you do not use IE Mode for daily use, only to transfer disbursements to QuickBooks Desktop. All other work needs be completed in Edge (with IE Mode turned off) or Chrome. EPIC can no longer support Internet Explorer or IE Mode.

If you are setting up EPIC to work with QuickBooks Desktop run the following (EPIC is built on the Chromium foundation and no longer supports Internet Explorer, it is recommended that you only use this to enable the temporary use of IE Mode to send disbursements to QuickBooks Desktop and not the full use of EPIC inside of IE Mode):

First update the registry in your computer to grant the specific permissions that Edge will need to activate IE Mode properly. To do this, download the program and the following link: iemodeon.reg
The browser may prevent the download of this file. If a message appears in your download list that the file is potentially dangerous, click the option "Keep file". This will allow the download to proceed.
Once downloaded, close all internet explorer windows. Locate the downloaded file (usually you will find this file in your downloads folder which normally appears as "C:\Users\username\Downloads\").
Right-click the file and select "Run as Administrator" (If you are not the administrator of the computer, you will need to have your IT team run the application for you). You will receive notices advising that the program will change your registry and could harm your computer, please accept and confirm all pop-up messages until you receive confirmation that the registry update was complete.
After the update has successfully completed, open Microsoft Edge.
In the address bar, type "edge://settings/defaultBrowser" and hit enter. Once the page loads, locate the section “Let Internet Explorer open sites in Microsoft Edge”, set that to “Incompatible Sites Only” and in the section: “Allow sites to be reloaded in Internet Explorer mode (IE mode)”, set this to “Allow”.
Note: At any point, you may see an option displayed asking you to restart Edge. If this comes up, click restart. When Edge reloads, continue with the configuration from the same page "edge://settings/defaultBrowser".
When ready to continue, locate the section: “Internet Explorer mode pages”, click “Add” and type in the following: https://www.attorneydonedeal.com/epicplus.
Next, type or copy and paste the following link into the Edge Address bar: "edge://settings/appearance"
Scroll down to the section labeled “Customize Toolbar” and begin looking for the section: “Select which buttons to show on the toolbar”.
Towards the bottom of this list you will see the “Internet Explorer mode (IE mode)" switch, make sure that is turned on.
Navigate to the EPIC login page https://www.attorneydonedeal.com/epicplus/login.asp.
Once the page has loaded, look for the "IE Mode" icon on the taskbar, it will look like a folder with an "e" on the bottom left of the icon. This will reload the page in IE Mode for you. Look for the icon similar to the one below:

e

Instead of a padlock icon in your address bar, you will see a blue "e".
Click that and turn both switches on to always load EPIC in IE Mode. If you only need it to load in IE mode when transferring disbursements to QuickBooks (recommended), leave the bottom switch turned off. This will allow you to work on your files in Edge and when you are ready to disburse, log out, click the IE mode button and log back in. This limits the number of technical issues that will arise from using EPIC in IE mode.

To disable IE Mode, download and run the following file: iemodeoff.reg

Setup Instructions: All browsers

Allow Pop-ups

There are a lot of features in EPIC that utilzie the pop-up window feature. To ensure that you are always seeing the information EPIC is wanting to present to you, pop-ups will need to be allowed for the site.

If using Microsoft Edge, copy and paste this into the address bar and then hit enter: edge://settings/content/popups
If using chrome, copy and paste this into yoru address bar and then hit enter: chrome://settings/content/popups

To jump to the section for Google Chrome; Click Here!

Microsoft Edge

After copying and pasting the quick link provided above for Microsoft Edge, you will see a screen similar to the image above. Locate the option "Allowed to send pop-ups and use redirects" and click the "Add site" button to the right.

A pop-up window will appear. In this screen, enter the following URL:

https://www.atorneydonedeal.com/

Click the "Add" button to save the site. Add the additional URL (it is not used as frequently, but it is better to have it as an allowed site:
‍
https://www.lawyerdonedeal.com/

To ensure PDFs are displayed properly, Adobe must be used. Download and install the Adobe Acrobat Extension from the Edge Add-ons site:

Adobe Acrobat: PDF edit, convert, sign tools

Also, make sure that you are using the Adobe Acrobat Reader as your default PDF reader. Other PDF readers have a tendency to garble the PDF data exported from EPIC. You can download the PDF Reader from Adobe at:

https://get.adobe.com/reader/

Tip: Before you click the download link, check the web page to make sure it is not going to download other programs with the reader. If you do not want or intend to use these programs, uncheck the boxes to preven the need for uninstalling them in the future.

Google Chrome - Allowing Pop-ups

Just like Edge, Chrome will need to be setup as well (if this is you preferred browser). Copy and paste the link chrome://settings/content/popups into the address bar and hit enter to get started. The Pop-ups and redirects page should appear.

On this page, locate the "Allowed to send pop-ups and use redirects" section and click the "Add" button. This will launch a pop-up window.

Google Chrome - PDF Handling Setup

Enter the following URL:

https://www.atorneydonedeal.com/

Click the "Add" button to save the site. Add the additional URL (it is not used as frequently, but it is better to have it as an allowed site:
‍
https://www.lawyerdonedeal.com/

Next, we will make sure that Chrome is setup to handle the pdf documents. Copy and paste the URL below into the address bar in Google Chrome and hit enter:
‍
chrome://settings/content/pdfDocuments

This will direct Chorme the the PDF Documents settings screen. Once the page loads, check and make sure that Chrome is set to "Open PDFs in Chrome"; if not, click the radio button to highlight it.

To ensure PDFs are displayed properly, Adobe must be used. Download and install the Adobe Acrobat Extension from the Google Web Store:

Adobe Acrobat: PDF edit, convert, sign tools

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