PracticeMaster Q&A: Using the Windows Explorer Plug-in to Import Documents

October 2023    Tags: Document Management, PracticeMaster

Is there an easy way to create document management records for files directly from File Explorer?

PracticeMaster includes a Windows Explorer toolbar plug-in that allows you to right-click a file in File Explorer and create a document management record for it. This is helpful when you need to create document management records for files created in an application that doesn’t have a PracticeMaster toolbar or when you need to create document management records for multiple documents.

To install the Windows Explorer Toolbar Plug-in

1. In the Quick Launch, search for and select “Toolbar Plug-ins.”
2. On the Windows Explorer tab, click the Install Explorer Extension button. If a UAC prompt is shown, click Yes.
3. Close the Toolbar Plug-ins window and restart your workstation to complete the installation process.

To create a document management record for a single document

1. Locate the document in File Explorer and right-click it.
   In Windows 11, select Show more options, then Send to, and then click PracticeMaster.
   In Windows 10, select Send to and then click PracticeMaster.
2. A Document Management window will open for the selected document. Enter the relevant information for the record.
3. Save and close the Document Management window.

To create document management records for multiple documents

1. Locate the documents in File Explorer.
2. Select the entire group and right-click.
   In Windows 11, select Show more options, then Send to, and then click PracticeMaster.
   In Windows 10, select Send to and then click PracticeMaster.
3. Import Multiple PracticeMaster Documents will open in PracticeMaster. You can use this window to create the document management records for each document.