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ProDoc Software Manual
ProDoc‘s database files must first be synchronized with Timeslips’ database files. Synchronization
ensures that changes made in one program’s database are replicated in the other program’s database.
There are many ways in which the synchronizer can be used:
·
If you are a new Timeslips user and a current ProDoc user with Client and Case information, the
Synchronizer will automatically export all the records into Timeslips. Conversely, if you are a
new ProDoc user and a current Timeslips user, the Synchronizer will export all clients and
projects into ProDoc.
·
You can set the Timeslips extension to keep both databases synchronized automatically or
manually.
·
You can individually select, in either Timeslips or ProDoc, which records to synchronize.
·
After the first step is completed, you can set the Synchronizer to display only new records which
have not been previously synchronized. This gives you the opportunity to decide later whether or
not you want to synchronize the records.
It is important that you read this appendix thoroughly before proceeding to integrate ProDoc and
Timeslips.
Step 1: Setting up ProDoc before synchronization
There are some specific requirements in the synchronization with Timeslips, which you will need to
satisfy before synchronizing.
1. From the Main Menu, click Customize > Options, then click the Timeslips link on the left side
of the options and settings window. See the Timeslips Settings 71 section of this manual for a
view of the screen.
a. Select the box labeled Enable the Timeslips Connection.
b. If desired, click the On radio button to have the synchronizer start each time you run ProDoc.
If you do this, ProDoc will attempt to connect with Timeslips in subsequent program starts. If
you select Off, you will need to use the Tools menu to manually start the synchronization
process.
c.
You will now have a new menu option under the Tools menu, titled Timeslips, which
branches to Timeslips setup, Timeslips synchronizer, and Timeslips task manager.
You will use these menu items while managing ProDoc and Timeslips interactions.
2. We recommend that you assign Client IDs and Case IDs in order to simplify the
synchronization.
a. First, set up ProDoc to use unique Client and Case IDs. From the Main Menu, click
Customize > Options, then click the Clients & Cases link at the left of the window.
Ensure both boxes on this window are selected. See the Client & Case Settings 72 section
of this manual for help with this process. Each client record and project record in Timeslips
contains a field called Nickname1. These fields are required and must contain a unique value.
The ProDoc “Client ID” field and “Case ID” fields are the fields which must match the
“NickName1” fields in Timeslips.
b. Next, if you haven't already assigned IDs to your cases and clients, use the Client & Case
Manager 32 to enter Client IDs and Case IDs for each client and case in your database.
c.
Exit ProDoc and proceed to Step 2.
Why use Client and Case IDs? If you are using Client IDs and Case IDs in ProDoc, then the