Quick Tip: Show Overdue Document List for Users When Logging In

October 2016    Tags: ,

When asking others to check documents back in to PracticeMaster so you can edit them, do you often hear that they forgot they even had it checked out? This can be remedied by setting up PracticeMaster to show the Overdue Document List for users who have documents checked out and overdue.

To show the Overdue Document List when users log in

  1. From the Utilities menu, select Customization.
  2. From the Documents tab, in the Checkout Options section:
    1. Specify the desired number of days in the Checked out documents are considered overdue after (#) days field.
    2. Select the Show overdue document list for users when logging in check box.
  3. Click OK.

checkout_options

Now, when a user has a document checked out past the overdue limit, the Overdue Document List will be shown when they log in, reminding them that they still have documents checked out.

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