FileIt Error Message and the Office Save As Feature

 

tw1 (7)

tw2 (8)

Received an error message when using FileIt recently?

Wondering why a document in your list didn’t or won’t file?

First, if the document you are trying to transfer into a matter is open, it won’t transfer.

tw3 (8)

Code all documents you wish to transfer into a client matter by selecting the Case Name &
appropriate tab.

Once you have coded all files to transfer, make sure that any documents in your scan folder are closed.

Once closed, click ‘Transfer Files.’

tw4 (8)

No files remain in FileIt, and the transfer is completed.

Check the tab in TrialWorks to be sure!

 

Working in Microsoft Office and want to file a document?

FileIt is no longer the only choice! Skip FileIt and transfer the document right from Microsoft Office!

Here’s how:

tw5 (9)

Click the ‘File’ menu in Microsoft Word, Excel or PowerPoint

tw6 (6)

Click on “Save As in TrialWorks.”

tw7 (6)

A menu to save the file will appear.

Like FileIt, Case Name & Tab are required fields to save the file into TrialWorks. We do recommend the use of document categories & adding the designated party. All fields are searchable and filterable for an extra way to searching for the file later!

tw8 (5)

File Name: The File Name will default to ‘Document1.’ Name the file here.

tw9 (5)

Save as type: The document type will default. Use the drop-down to select a different file format.

tw10 (5)

Case Name: Begin to type and this field will self populate, or, click the drop-down to scroll through the TrialWorks Case List.

tw11 (5)

Case Name: Click the Funnel icon to filter the case list. Any defaults previously set will apply.

tw12 (5)

Tab: Select the tab in TrialWorks.

tw13 (5)

Category: Select the appropriate document category.

tw14 (4)

Author: The author will default to your user defined TrialWorks defaults. Click the drop-down here to select another users.

tw15 (4)

Party: Select the party to which the file is on behalf off. Party pulls from the ‘Client’ and ‘Other Parties’ tabs.

tw16 (2)

Click to ‘File to TrialWorks’ to transfer and save the file.

Please keep in mind, this feature was added to the Microsoft® Office Suite, including Word, Excel and PowerPoint, when TrialWorks released Version 10.7.

________

Be sure you’re staying up-to-date and reading up on previous installments of the Tip of the Week at http://blog.trialworks.com!

Leave a Comment