Working with WorkFlows: Prompt to Run Word Document Assembly

February 2018    Tags: Document Assembly, Document Management, PracticeMaster, WorkFlows

We use Word Document Assembly and often have to send several subpoenas at a time. Is there a way that PracticeMaster can prompt us to keep running Word Document Assembly until we are done?

You can create a WorkFlow so that each time you add a record to Document Management with a Document Type of subpoena (e.g., SUB), you will be prompted to run Word Document Assembly. This allows you to keep taking advantage of Word Document Assembly automatically running, but provides the option to click No to the prompt once you are done.

To create a WorkFlow that prompts you to run Word Document Assembly

1. From the Maintenance menu, select WorkFlows.
2. Expand the Common Client Related section, select Document Management, and then click the New button.
3. Enter a Name for the WorkFlow (e.g., “Create Another SUB”).
4. In the Source section:
   1. Select Filtered Records and then click the Filter button.
   2. Click the New Row button.
      1. In the Name column, select Doc_Type.
      2. Click the Select button.
   3. In the Test Value column, click the drop-down arrow and select the document type you use for subpoenas (e.g., SUB).
   4. Click Save.
5. In the Events section, select Record Added.
6. In the Actions section:
   1. Click the New button.
   2. Select Start Document Assembly and then click Next.
   3. In the Document Template field, click the  (Open Folder) button.
   4. Select the Word Document Assembly template you use for subpoenas (e.g., “Witness Subpoena”).
   5. Click Finish.
7. Click Save, and then close the WorkFlows window.

For more information on WorkFlows, refer to our new PracticeMaster WorkFlows Guide at Tabs3.com/support/docs.html or Knowledge Base Article R11307, “All About WorkFlows.”