Coming Soon- Currently in Post Production
Join Paul and Mary Jo as they delve into moving matters between clients in Tabs3 and protecting your data files from users in Platinum.
Have you ever setup a matter under the wrong client? Or maybe you’ve had a client that has split into two, and now you want to reorganize those existing matters into the new client. Mary Jo takes a close look at the best practices for moving a matter from one client to another.
Paul takes a look at the new database folder in Version 19, explains why it was added, and reveals how you can use Platinum to restrict users direct access to this folder.