Spotlight: Tabs3 DropBox
September 2024 Tags: DropBox, Email, PracticeMaster, Reports, Statements, Tabs3 Billing
Did you know that the Tabs3 DropBox serves as a temporary holding area for reports and statements that are output as PDF files via the Tabs3 DropBox print option?
The Tabs3 DropBox is automatically started after starting and logging into any Tabs3 Software application. A 
icon will be shown in the system tray of the taskbar. Clicking the icon displays the Tabs3 DropBox window. Clicking the 
in the title bar of the Tabs3 DropBox window will minimize the Tabs3 DropBox as opposed to closing it.
To send reports and statements to the Tabs3 DropBox, select Tabs3 DropBox from the Print window and click OK. The files sent to Tabs3 DropBox are temporary files that will be removed when all Tabs3 Software is closed. This is perfect for reports that need further action. You can run and review several reports for comparison, or email them to another party for review before printing or saving. This can save you from unnecessary time spent finding, retrieving, and ultimately deleting temporary files.
All of the Tabs3 Software applications use a common Tabs3 DropBox, so all of your files will be accessible from one location. A separate Tabs3 DropBox is maintained for each user. The name of each file is determined by the name of the report. If a report is sent to the Tabs3 DropBox more than once, a number will be appended to the end to differentiate them. For example, if a Client List is run twice, Tabs3 DropBox will display “T3_Client_List.pdf” and “T3_Client_List_1.pdf”. To rename any of the files, right-click on the file and select Rename.
You can also drag and drop files between the Tabs3 DropBox and any Windows folder. Items in the Tabs3 DropBox can be opened, saved, printed, emailed, and deleted either individually or in a group. When emailing Tabs3 DropBox items, your default email application is used to create a new email, and the file(s) selected will be attached. All you need to do is add recipients, your message, and then click Send!
Tabs3 DropBox is a great way to group files for easy handling. All of your files will be in one place for quick review, retention, or removal!
