PracticeMaster Virtual User Group Meetings
Every month (usually on the last Monday) Paul Purdue and Mary Jo Boyd lead this fast-paced, informative, and interactive forum where you can ask questions or just learn from the group. Paul and Mary Jo announce their pre-selected topics in an email that’s broadcast the Thursday prior to the session. You can login to the session live, ask questions, and interact with the attendees, or you may “attend” by simply playing back the recorded session. Enjoy!
October 28, 2019 2:00 pm (EST)
Learn about NetDocuments integration and viewing active users in PracticeMaster
Complete the form below to register:
Join Paul and Mary Jo on Monday, October 28th at 2:00 pm ET as they delve into NetDocuments Integration and the View Active Users functionality.
Do you have, or are you considering, NetDocuments? Are you aware that the folks at Tabs3 Software have released integration for NetDocuments? Paul will demonstrate this functionality and talk about the ramifications.
Mary Jo will take take a look at everything to do with viewing Active Users.
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.
Sorry, this recording is unavailable.
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.
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.
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.
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.