One of the major enhancements in the current version of PracticeMaster (Version 17) are the new document management features.  PracticeMaster document management is easily configured to automatically name and store linked documents in a centralized location.  This ensures that your firm not only has a standardized naming convention for all documents, but a single location for those documents as well. Document management can play a major role in your everyday workflow by streamlining the process of storing new documents, as well as making it easy to locate those documents at a later time.

Here is an overview of some of the features in PracticeMaster Document Management:

• Configure an automatic naming convention for your firm’s Document Management file.
•  The Document Type field can be used to classify and organize your document management records. Document Types include Letters, Briefs, Motions, etc.
• Use the PracticeMaster toolbar to automatically save documents to PracticeMaster from Microsoft Word, Excel, and PowerPoint, Adobe Acrobat, Adobe Reader, and Corel WordPerfect.
• E-mail attachments in journal records can be saved as document management records.
• Existing documents can be quickly imported into PracticeMaster individually or in groups using the Send to PracticeMaster option in Windows Explorer.
• Documents in PracticeMaster can be checked out to provide exclusive access. Checkingout a document prevents other users from editing the document that you are working on.
• Multiple versions of a document can be created, providing a comprehensive method of tracking edits to a document.
• Document management records can be converted to fees, with default values configured in the Convert to Fee Settings window.
• Use the Verify Documents program to check all documents and document management records for correct file information.
• All documents, including emails and email attachments are text indexed making them text searchable

If you would like to learn more about the PracticeMaster document management features, please contact Bill Baker at bbaker@bakercadence.com, or call 888-444-4250.