Coming Soon – Currently in Post Production Join Paul and Mary Jo as they explore archiving matters and the best way to import discovery documents. Do you have documents from closed matters showing up in your “client files” searches (and taking up costly disk space)? Mary Jo shows how you can archive documents, segregate their […]
Author Archive for: admin
This author has yet to write their bio.Meanwhile lets just say that we are proud admin contributed a whooping 356 entries.
Entries by admin
Coming Soon – Currently in Post Production Join Paul and Mary Jo on as they explore the Batch Replicate function and the proper way to install PracticeMaster on a workstation. Imagine you have a set of records (medical providers, for instance) that needs to be replicated from one matter to another, and you don’t want […]
Coming Soon – Currently in Post Production Join Paul and Mary Jo as they explore the Support Log and the proper way to install Tabs3 on a workstation. Have you ever discovered that something was done that shouldn’t have been done (like Update Statements, for instance). Mary Jo digs into the Support Log and how […]
Join Paul and Mary Jo as they explore the Workzone and the Compare Button. Did you know that the Workzone (that square icon at the top of your screen) does more than just open Worldox? Mary Jo looks at ALL the functionality that the Workzone brings to the table. Paul looks at how you can […]
Join Paul and Mary Jo as they explore Alarms and the Support Log. Have you ever wondered if you can tell who renumbered a client, or who renamed a contact? PracticeMaster stores that information on these functions and a number of others. Mary Jo takes a look at the “support log” and how you can […]