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Tag: Document Management


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?   Read More...


PracticeMaster's Document Management feature can be configured to automatically name and store linked documents in a centralized location.   Read More...


When it comes to creating documents for your clients, manually entering all of the necessary information can be tedious. That’s where PracticeMaster’s Word Document Assembly feature can help!   Read More...


We use the Document Management feature in PracticeMaster and we noticed that some documents are assigned to differing but similar document types. We are concerned that there are several similar document types for the same thing. Is there a way to print a list of all the document types we have in PracticeMaster?   Read More...


In a law firm, there can be an overwhelming amount of information to manage – matter information, contact information, upcoming meetings, research, emails, and documents galore. But there is hope! PracticeMaster can help make you more organized than you’ve ever been before. PracticeMaster provides the tools you need to manage it all.   Read More...


We use the “Created By” field as part of the folder structure convention in our Document Store. One of our employees recently changed their name and we renamed their User ID in the software. New document management records reflect the new User ID, but existing records still show the old User ID in their document paths. Is there an easy way to correct this?   Read More...


We have recently started to require that employees check out documents through Document Management records. The process is working well, but some users are forgetting to check documents back in when they are done with them. Is there an easy way to remind users that they have checked out documents after a few days?   Read More...


I use Word Document Assembly to assemble forms for my business clients. After I save the forms to PracticeMaster as documents, I always create a fee for certain hours and amount values based on the template I’m assembling (defined by Document Type) and write an email to the client. Is there a way for PracticeMaster to automate some of this for me?   Read More...