Bookmarks in 10.9

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Love using TrialWorks Template’s to generate documents? We have added a multitude of new bookmarks to help automate even more information. Check them out under the TrialWorks Bookmark List! To view a list of Bookmarks click on Templates and choose List of Bookmarks. A report will populate with all the bookmarks available. New Bookmarks in 10.9 include the following: Bookmark …

Subscription Service in Dashboards

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Obsessed with Dashboard’s? We are too! Now in 10.9, select a report to be delivered automatically to designated recipients. Choose a time and date and the report will automatically be delivered. Start on the Home Ribbon and choose Dashboard. Using the drop-down arrow choose the Dashboard then click Subscribe to this view. Subscription Definition View: Name of Dashboard chosen for …

Attaching Documents from TrialWorks Directly From Outlook

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Composing an e-mail and attaching a file should be second nature by now. With the new Addin in Outlook this daily task just got better! Without leaving Outlook, browse your TrialWorks directory and pull documents directly into any email. Start with a new e-mail or reply e-mail Using the Addin located within an E-mail or from the Ribbon, choose the …

Turn Word Documents into Templates

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A template is a type of document that creates a copy of itself when you open it. Instead of using the copy and paste method, take the firm’s most used documents and convert them quickly into templates with the new Word Addin feature available in 10.9. Start with a blank template: Click the File tab in Word, and then click New. Click Blank document, …

Mailing Wizard Available in 10.9

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Creating each letter, email, envelope, or document individually sometimes takes hours. Now you can use the new Mailing Wizard. Turn Template form letters into individual Correspondence with just a click. Pick a Dashboard or choose Contacts from a case. The Mailing Wizard takes care of the rest. Start the Mail Merge Process Choose a Dashboard or single Case to pull …

Customizing TrialWorks Tabs

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Did you know that the Tabs shown in TrialWorks can be modified? Customize the tabs in TrialWorks to Show or Hide, and/or Choose Alternative Tab Names Globally or for different Case Types of Specific Cases. To customize the tabs, click on the Settings Tab, Global Settings Icon and Add/Remove Tabs. Each tab that is viewable will appear with a check …

Automate Court Documents

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Like many jurisdictions, each state has specific rules covering the form of pleadings and other documents filed with the court. Create a generic pleading template and stop reinventing the wheel every time you need to file court documents. Create the template and it under the template library. Once you have the initial template created you can then use that to …

Creating New Email Templates

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Coming in 10.9 new Email Templates! If you find yourself sending the same message repeatedly, Email Templates can provide a single click solution. In Outlook, click on the New Mail icon to get started. Create the email and insert bookmarks the same as creating Word Templates. Once completed, use the Save As Type dropdown to choose Outlook Template (*.oft). Save the …

Setting Up Template Packages

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Want to create documents quicker? Try using Template Packages. This feature allows you to compile documents from different tabs all at once. Click on Templates to set up Template Packages Setting up Template Packages Create Template Packages by clicking Add New Package. Use a descriptive name for the package using liability or case stage. For example, “MVA Opening Case Package.” …

Automatic Docketing from Templates

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Want to Setup Automatic Docketing from Templates? Add Docket Days, Reminder Days and Docket Activity directly to a template from the Template Library The Add to Tickler window will pop-up after the document is generated. The Description/Subject will show the name of the Template or the Subject entered in the Detail Window. Add the Assigned To and click Add Tickler. …