Quick Tip: Use the Guides

January 2015    Tags:

If you want to learn more in-depth information about individual features in the software, guides are the way to go. A guide is a closer look at how different features work, providing field-by-field information and screenshots where appropriate. Guides are a great tool to use when you need to know more. Organized by chapters, you can easily jump to the section you most want to learn about, or you can read it straight through. There are more than 15 guides available, each focusing on a specific topic within the software such as clients and contacts, statements, credit cards, Matter Manager, and more.

Guides can be accessed via Help and on our Documentation web page. Both of these options provide links to guides, report packs, videos, and more. Recently added guides include Customizing PracticeMaster and PracticeMaster Report Writer.

  • To access the guides from within the program, from the Help menu, select Documentation. You can expand and collapse each program to view the desired documentation.
  • To access the guides from the web, browse to Tabs3.com/support/docs.html for a full listing of all available documentation. This page has recently been redesigned in order to help find the information you need more quickly. Take a look – you may be surprised to learn how many resources are available!
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