Learn how to attach documents to emails and verify document records in PracticeMaster

Join Paul and Mary Jo they tackle attaching documents to emails as well as the Verify Documents program.

Have you ever needed to attach a document that’s stored in PracticeMaster to an email? Mary Jo covers all the different ways that you can accomplish this.

Paul digs into the Verify Documents program, explains how it works, and talks about when you might need to use it.

Learn how to reassign calendar and journal entries and how to protect a document in PracticeMaster

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Join Paul and Mary Jo as they explore reassigning user ID’s and protecting documents.

Have you ever had a document stored in PracticeMaster that you wanted to make sure no one else was able to change? Mary Jo demonstrates how to use the “Protect” feature in PracticeMaster’s document management screen to mark a file so that no one else is able to alter it.

Paul looks at what to do when you need to re-assign all entries (journal, calendar, etc.) from one user to another and discuss the ramifications.

Learn about enhancements to Data File Integrity Checks and Alarm Notifications in PracticeMaster

Join Paul and Mary Jo as they delve into enhancements to DFIC’s and the Alarm Notification Window in PracticeMaster.

Have you ever wished that the Data File Integrity Check would run faster, or that you could go back to reports from DFIC’s that were run in the past without having to have saved them? This functionality has been added in the latest version update. Paul demonstrates.

Mary Jo digs into the enhancements that have been made to the Alarm Notification Window.

Learn how to move and replicate fees – straight from PracticeMaster

Join Paul and Mary Jo as they tackle enhancements to fees in PracticeMaster.

Have you ever wanted to move a fee transaction that you entered in PracticeMaster, only to find that you can’t move a fee transaction to a different matter in PracticeMaster (you have to go to Tabs3)? Well, surprise – now you can! Mary Jo demonstrates this new functionality.

Paul looks at another new fee related PracticeMaster feature: the ability to “Replicate” a fee transaction.

Learn about the Visual Timer Display and the new NetDocuments integration in PracticeMaster

Join Paul and Mary Jo as they explore the Visual Timer Display and the new NetDocuments integration in PracticeMaster.

With the Visual Timer Display, you can see how your timer entries fit into the day, exposing gaps that represent parts of your day where the timer was not running, allowing you to figure out what you should be billing (or not) during those gaps. Mary Jo demonstrates.

Paul takes a close look at the new NetDocuments integration in PracticeMaster.

Learn all about Timer and eNote preferences in PracticeMaster

Join Paul and Mary Jo as they delve into the preferences section for both Timer and eNotes.

Have you ever missed an important eNote in PracticeMaster simply because you didn’t notice it? Mary Jo takes a look at all the options that you can specify in the eNote preferences screen (including those dealing with notification).

Paul takes a look at the preferences for the Timer window.

Learn to keep Tabs3 in sync and gain a better understanding of calendar properties in PracticeMaster

Join Paul and Mary Jo as they tackle Tabs3 / PracticeMaster Sync and Calendar Properties.

Have you ever wanted to make the text in your calendar bigger, or show more detail for each entry, or re-organize certain things? Then Calendar Properties is where you need to be. Mary Jo takes a close look at the different things you can control.

Paul reveals all the secrets behind the synchronization that keeps PracticeMaster and Tabs3 in line, and talks about why that’s even more important in Version 19.

Learn how to check for updates in PracticeMaster and understand the new database folder

Join Paul and Mary Jo as they explore updates and the new database folder.

Have you ever wondered if you are on the latest version of PracticeMaster? With the “Check for Updates” feature, you can tell instantly. Mary Jo shows you how.

Paul talks about the new “Database” folder, explains what it is, why it was added, and how you can use it in Platinum to add an extra layer of protection to your data.

Learn how to Print Labels and Manage Holidays in PracticeMaster

Join Paul and Mary Jo as they delve into printing labels and holiday management in PracticeMaster.

Did you ever wonder how the standard holidays get into PracticeMaster? Did you ever want to add some holidays of your own? Mary Jo shows us not only where they are, but also how to edit and add to them.

Paul reveals a secret that makes it easy to print labels using PracticeMaster and Word, whether it’s one label or hundreds.

Learn how to set Convert to Fee Defaults and how to use the Daily Report in PracticeMaster

Join Paul and Mary Jo as they tackle Convert to Fee Defaults and the Daily Report.

Don’t you wish there was some report in PracticeMaster that would tell you everything you need to know to get through today? Mary Jo shows us the Daily Report and talk about all the things it can show you.

Paul delves into the Convert to Fee settings and how to make sure that each user defaults to the right thing for each of the possible convert scenarios.