Sending an email with attachments is a task everyone has to perform multiple times a day. Streamline those emails by selecting an Email Template which will compose the body of an email. Need a co-worker to review multiple drafts of documents? Try using the “Send Internal Mail” option. Send Email with attachments and pre-canned Email Template Select the Email icon …
The Contact detail window is now a one-time stop for all relevant contact information. A new tab has been added to the Contacts detail window of each contact labeled Cases and Communications. This new tab shows all correspondence, emails and call log entries linked to this contact. Start by double clicking in a contact in the Contacts Tab or the …
Time is a valuable resource; therefore, any shortcut is a welcome time saver. That’s where Quick Contact comes in. This feature allows you to view, email, and even call any contact in a case with one simple click! View Contacts Quickly Without leaving the tab you are working in, click on Current Case On the far right Quick Contact info …
The Global Address book allows the entire firm to access one complete and consolidated solution for firm-wide contacts. Instead of having individuals keep their own lists of addresses, phone numbers, and emails all the information will be listed in one central location. Different ways to access the Global Address Book – Access the Global Address Book on the Home Ribbon …
File Outlook Calendar Appointments into TrialWorks Docket Tab Do you love using Outlook for calendaring? Version 10.9 allows users to start their calendar item directly from Outlook and have it save into the Docket Tab of any case with a simple click. Never forget to manage appointments, firm tasks, and court dates in both places. In Outlook start by clicking …
Does your firm use the Intake Case Manager or have a User Defined Form created? Start using bookmarks specifically built for these fields. Enter the data you receive from the client and have it merge into templates, just like magic! Intake Bookmarks Locate the list of available bookmarks for the Intake. Click Templates>List of Bookmarks Use the navigation arrows at …
Called to Depose in a Lawsuit? Use the new contact field Deponent! Creating a Depo type template just got easier. In 10.9, we provide the ability to pull in a Deponent’s full address block into a document now. Gone are the days of manually having to re-type the deponent’s address into a document. Bookmark Name: DeponentAddress *When entering a bookmark do not …
Love using TrialWorks Template’s to generate documents? We have added a multitude of new bookmarks to help automate even more information. Check them out under the TrialWorks Bookmark List! To view a list of Bookmarks click on Templates and choose List of Bookmarks. A report will populate with all the bookmarks available. New Bookmarks in 10.9 include the following: Bookmark …
Obsessed with Dashboard’s? We are too! Now in 10.9, select a report to be delivered automatically to designated recipients. Choose a time and date and the report will automatically be delivered. Start on the Home Ribbon and choose Dashboard. Using the drop-down arrow choose the Dashboard then click Subscribe to this view. Subscription Definition View: Name of Dashboard chosen for …
Composing an e-mail and attaching a file should be second nature by now. With the new Addin in Outlook this daily task just got better! Without leaving Outlook, browse your TrialWorks directory and pull documents directly into any email. Start with a new e-mail or reply e-mail Using the Addin located within an E-mail or from the Ribbon, choose the …