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Extended Dynamic Views for Legal

July 20, 2010 by Jerry Dolezal

We’ve been talking to a number of legal administrators and IT Directors recently that have been frustrated in their attempts to develop and implement a matter centric model for their firm.  Whether it is by eliminating some document types, or developing a foldering structure that emulates their practice groups and processes, or just technical hurdles – there’s a quite a few firms that are struggling with the technology. 

 That’s why we’re so excited about “Extended Dynamic Views”.  It works. 

 Extended Dynamic Views isn’t a product, it isn’t new, third party code. It’s a way of customizing Dynamic Views that creates a both a flexible and an intuitive data structure.  The benefits include: better user adoption, the ability to drag and drop into matter folders is more accurate, and encourages the placement of emails into the repository so that your users can accurately gather all relevant matter information and then find it intuitively.

 It works, it’s cool and it increases the value of your previous eDOCS investments.

 Lean more about it here.  We’d be happy to demo it for you!

REDACT with confidence, SPLIT with ease

February 18, 2010 by Gishani Heaton

REDACTION: Improper redaction recently caused the Transportation Security Administration (TSA) much embarrassment when a passenger screening procedure manual posted on the website exposed sensitive information. DocsCorp understands the importance of redaction and pdfDocs Desktop allows you to redact documents in the proper way, leaving no trace of the redacted text in the document. Use the right tool and you can effectively and safely use redaction and save your company some embarrassment. For a video on how to redact with pdfDocs Desktop, click here.

FILE SPLITTING: Courts and government agencies are known for their restrictions on electronic file sizes. Complying with those restrictions can be difficult if you don’t have the right tool. Manually splitting up a file, based on file size or page numbers, can be a lengthy process, especially if you plan to file multiple documents. DocsCorp’s pdfDocs Desktop allows you to automatically split files based on file size or page numbers with a click of a button. For a video on how to split files with pdfDocs Desktop, click here.

Time saved, confidence gained, complextion glowing – you’re looking better already!

Email Management : Oxymoron?

February 16, 2010 by Ann Elliott

Is it possible to manage emails?  I’ve been trying to figure that out for over a decade.  Not sure you’ll find the perfect answer here, but read on – it’s getting interesting.

For years I was in IT with the daunting responsibility of trying to manage mailbox sizes (among other things).  Ten, twelve or fourteen gigabyte mailbox sizes were becoming the norm.  Try as we might, convincing people to ‘let go’ of their emails, their electronic paper trail, so important to their job…..well, let’s just say it was a losing battle.  Sound familiar?

Let’s be honest: given the opportunity, wouldn’t we all love to file away all our precious emails into our own personal filing system in Outlook? Mailbox size be damned!  I confess that, yes, I would.

But I’m here to say that I’m not only hopeful, but I’m in love.  Yes, you heard me right.  Thanks to the smart folks at Autonomy and Open Text, they have provided just that opportunity.  So here’s the scenario (stay with me, this is worth it):

What if?

  •  you could synchronize your personal Outlook filing system with your Document Management system?
  •  you keep your emails in Outlook, using that folder system that you’re so fond of? but also, simultaneously have your emails filed into DM?
  •  you could have your assistant set it up for you? (ok, not all of us have an assistant, but wouldn’t it be great if we did?)
  •  you could keep your IT folks happy (tall order, I know) by creating clean-up rules to automatically delete e-mails that have been synchronized to DM from personal Outlook mailboxes?

Answer?  You can! With Autonomy/iManage v8.5 or Open Text eDocs DM 5.2 with EMM, it will do all this and more.  And just in time!  There is hope.  I am a believer.  You will be too.

Five ways to quickly create a PDF document

January 25, 2010 by Gishani Heaton

PDF has become the standard for securely sharing information and those in the legal industry know it well. There are several tools out there in the market, including Adobe Acrobat, that lets you convert documents into PDF, but they vary by price and feature set.  DocsCorps’ pdfDesktop won’t break the bank and gets the job done with ease. Here are five ways in which you can quickly create a PDF document using pdfDocs Desktop.

1.  Drag and drop any document(s) from a file folder into the pdfDocs Organizer window.

2.  Drag and drop document(s) onto the pdfDocs desktop icon.

3.  From Microsoft Word, select “Add-Ins >>Save as PDF”

4.   From your Document Management System, right click on a document and select PdfDocs Integration >Save As New Document. (You can save it as a new version instead as well.) The document will be saved as a PDF into your DMS.

5.   From Windows Explorer or file manager, right click and select print. (You will need to select pdfDocs as your printer.) This will send the document thru the pdfDocs converter and change the document to PDF format and display in the Organizer window.

Creating PDF documents has never been this fun or easy. Your co-workers will want to get in on the fun when they see your smile.

Converting PDF documents to Word is as easy as 1-2-3

by Gishani Heaton

PDF documents have long proven their usefulness in business processes and we’re all used to working with them. But what happens when you need to make an edit and you don’t have access to a source Word file? It usually requires chasing down source files, re-typing in Word, clumsy PDF editing or a combination of the above. However, there is a faster, more effective solution. The pdfDocs OCR tool allows you to convert your pdf documents or scanned articles to editable Word documents within minutes. Here’s how -

1.  Select the pdf document you wish to convert from the pdfDocs Organizer, and click the “Word” button on the menu bar. 

2.  Select the defaults when prompted with the “Publish to Word” dialog box and click “OK”. 

3.  The pdfDocs OCR tool will process the file and your Word document will open within Microsoft Word in minutes.

For a video that covers this topic in more detail click here

Think of the time you’ll save, the people you’ll impress and the fewer aspirins required. Now there will be time for more important things… like another cup of coffee.

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