Download Software Manual

ProDoc® Program Introduction
4
ProDoc® Program Introduction
Welcome to ProDoc
Congratulations!
You have purchased the finest document assembly system for legal professionals available today. It is a
revolutionary tool which vastly increases office productivity by automating repetitive document assembly
tasks.
Several features make ProDoc superior to many other document assembly programs:
·
Displaying in Context — The “cut-and-pasted” form is displayed while you are answering the
fill-in-the-blank questions. If you prefer to answer the questions in questionnaire boxes instead of
the context window, you may do so.
·
Client/Case Manager — You can easily create and update clients and cases, even while you are
simultaneously selecting a case. The related Case Answers feature helps you change answers to
the questions asked during previous document assembly sessions for each client and their
individual cases. When you assemble subsequent documents for a case, you have the option of
answering only the new questions which you have not previously answered. You can still review
each question previously answered if desired.
·
Document Manager — The document manager feature helps you keep track of what documents
you have assembled for each client and case. It has many of the same features as your Windows
Explorer (file manager) to facilitate the management of all of your documents right from ProDoc.
·
Working with Multiple Documents — Since law offices generally work with sets of related
documents, ProDoc is designed to assemble multiple documents in a single session. This
capability is further facilitated by the Form Sets feature, which allows you to pre-select
commonly used groups of forms. These features are an extremely efficient way to produce
documents because related information is shared between documents and fewer questions must
be answered.
·
Supplemental Forms (templates) — You can prepare your own supplemental forms, create the
necessary fill-in-the-blank questions, and generate the finished document in ProDoc. Your
supplemental forms and questions are kept separate from the ProDoc master forms (templates)
and questions, but you can assemble supplemental forms in the same session with the ProDoc
standard forms.
·
Graphic forms capability — This gives you the capability to assemble popular predefined
fill-in-the-blank graphic forms. These forms can be assembled and printed directly from within
ProDoc. Press the F1 key while using the Graphic Form Filler to see additional information on
how to assemble and print these forms.
·
Timeslips extension (optional feature) — If you have Timeslips (version 9.1 or newer), you
can integrate it with ProDoc to generate Timeslips “slips” while maintaining synchronized ProDoc
and Timeslips databases. Consult Appendix C 208 for assistance in setting up and using this
optional feature.
·
Long filename support (Windows 98/ME/NT/2000/XP/Vista) — This enhancement permits
the use of more descriptive names for completed documents and their storage folders. Click the
Help button on the Options And Settings window for assistance in setting up your operating
preferences.
·
Streamlined document assembly — We have consolidated the steps necessary to initiate a
document assembly session into one composite window to simplify and expedite the overall
document assembly process. Click the Help button on the Starting Document Assembly
window for additional information on how to use this feature.