PracticeMaster Q&A: Windows Explorer Toolbar Plug-in

September 2021    Tags: Document Management, PracticeMaster

We’re just getting started with Document Management and have a lot of documents. Is there an easy way to add our documents to PracticeMaster?

The Windows Explorer Extension allows you to send one or more documents to be stored in PracticeMaster’s Document Store.

To install the Windows Explorer Toolbar Plug-in

1. In the Quick Launch, search for and select “Toolbar Plug-ins.”
2. From the Windows Explorer tab, click the Install Explorer Extension button.
   Note: Installing the Explorer Extension requires that you are logged into the workstation as a user with rights to edit the Windows registry (such as Administrator or Power User rights).
3. Click OK on the message that Windows must be restarted.

Once the extension has been installed and Windows restarted, from Windows Explorer you can right-click on a single document, or a group of selected documents in a folder, and select Send to PracticeMaster.