Tabs3 Billing and PracticeMaster directly integrate with NetDocuments cloud-based document management service! Clients added or modified in Tabs3 Billing, PracticeMaster, or Tabs3 Trust Accounting (Trust) are automatically synchronized to NetDocuments.
The following features are available with NetDocuments:
- Configure integration at the firm level from Tabs3 Billing or PracticeMaster. Once firm-level integration is set up, client and matter information added or changed in Tabs3 Billing, PracticeMaster, or Trust is sent to NetDocuments.
- Configure integration at the user level from PracticeMaster. User-level integration allows access to NetDocuments files from within PracticeMaster.
- Tabs3 Software integrates with NetDocuments at the repository level, so documents from all of your repository’s cabinets are accessible from PracticeMaster.
- You can optionally include your NetDocuments repository when performing a conflict of interest search in PracticeMaster.
- Documents assigned to a client in NetDocuments can be accessed from the PracticeMaster Matter Manager and Client windows.
- Optionally use the View NetDocuments Workspace command from the PracticeMaster Quick Clicks pane to open any NetDocuments workspaces that contain records for the selected client.
- When a NetDocuments record is selected in the PracticeMaster Matter Manager or Client file, clicking Send Email from the Quick Clicks pane will include a link to the selected document in the email message.
NetDocuments integration with Tabs3 Billing is available in Version 2024 and later. Configuring firm level integration in Tabs3 Billing requires a PracticeMaster license or PracticeMaster Try Before You Buy license.
For more information on how NetDocuments integrates with Tabs3 Software, see KB Article R11786, “NetDocuments Integration.”
Our office will be closed on Monday, September 2, in recognition of Labor Day.
Here are some helpful Support resources that are available 24/7:
WorkFlows are a powerful tool, but what exactly are WorkFlows and how are they set up?
WorkFlows provide the ability for users to initiate predefined actions to occur based on creation, changes, or deletions of other records. WorkFlows provide streamlining of common tasks by automatically starting another task related to the previous creation or change. For example, you can create a WorkFlow that automatically begins an email to a colleague when a new journal record is added for their client, that automatically begins Word Document Assembly to create a welcome letter when a new client is added, that automatically sends an eNote when a record is deleted, and more!
Knowledge Base Article R11307, “All About WorkFlows,” provides an overview of WorkFlows, examples that break down how WorkFlows are set up, best practices, technical information, and frequently asked questions about WorkFlows.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
We are excited to announce the launch of our dedicated Customer Success Team. Over the past quarter, our team has been busy with introductions and focusing on collaborating to understand your business objectives and to ensure you are getting the most out of our products and services.
If you haven’t had a chance to connect with your success associate, please check your email inbox and schedule time with your dedicated rep today! We are looking forward to partnering with you!
Do you ever wonder how figures on reports are calculated? Sample Report Packs take the mystery out of reporting. Sample reports are available for every Tabs3 Software application and each report is broken down field by field to explain exactly how the information is represented.
Each report consists of three sections: a sample report, the description of the report, and field definitions.
Sample Reports
At least one example is provided for each report so you can see how the report looks. More than one example is shown if there are significant differences in the formatting when different settings are selected.
Description
An overview of each report briefly explains the purpose of the report and provides a summary of available options. You can use the overview to help determine if the report suits your current reporting needs.
Definitions
The Definitions section for each report provides a detailed breakdown of every field available on the report. This may be as simple as a Date field on a report representing “The date the report was printed,” or a calculation based on multiple fields. For example, on the Client Analysis Report, the Effective Rate field shows that it is calculated as “Hourly billing rate based on original hours. (Fees Billed minus Fee Write Offs) divided by Original Hours.”
To access the Report Packs
- Open the report for which you want to view the Sample Report Pack.
- Press F1.
- Click the icon at the top of the Help topic (Report pack in PDF format).
When this icon is clicked, not only is the report pack opened, but you are taken directly to the page where the report is located. Alternatively, the Tabs3 Report Packs can be accessed via the Quick Launch by searching for and selecting “Documentation,” Help | Documentation, or Tabs3.com/docs.
Have you ever encountered comments in a Client’s file stating that the client was contacted about their past due balance without any reference as to by who or when? When adding comments to any Memo type field in PracticeMaster, or to the Client Notes field in the Tabs3 Billing Client file, press F5 to automatically insert the current system date, system time, and User ID for the currently logged in user. When pressing F5, the text will be displayed in the following format:
08/15/2024 01:53pm DAWN
F5 is a quick and easy way to take the guesswork out of determining when information was entered, and who entered it.