NetDocuments is out of Pre-Release! NetDocuments integrates with PracticeMaster without requiring NDLink or an ODBC driver! Check out these great integration features:

• Clients added or modified in PracticeMaster, Tabs3, or Trust Accounting are automatically synchronized to NetDocuments.
• Performing a conflict of interest search in PracticeMaster can optionally include your NetDocuments repository.
• Documents assigned to a client in NetDocuments can be accessed from the PracticeMaster Matter Manager and Client windows.

Download Version 19.1.12 to get all of the new NetDocuments features.

For more information on how NetDocuments integrates with PracticeMaster, see KB Article R11786, “NetDocuments Integration.”

We have been working hard over the last couple of months to add new training and promotional videos to the Tabs3 website (Tabs3.com/videos) that showcase Version 19 and a variety of new features. Some of the more notable videos include the Tabs3 Billing Basics, PracticeMaster Overview, and Platinum Overview (listed below). Our goal is to continue adding new content and to update the existing Version 18 videos every chance we get, so be sure to stay tuned for more exciting videos to come!

• Tabs3 Billing Basics
• PracticeMaster Overview
• Platinum Overview

We would also love your feedback on what videos you think would benefit your clients’ experience with Tabs3 Software! If you have suggestions for new videos, don’t hesitate to email us at [email protected].

Make sure you and your clients install the latest update! The following enhancements were posted with Version 19.1.10.1180:

Platinum

• Tabs3
  • Added the ability to print Historic Detail and Summary Accounts Receivable Reports.
• Tabs3 and PracticeMaster
  • The Data File Integrity Check is now accelerated on Platinum systems.

All Programs

• The Data File Integrity Check window has been updated to provide easy access to the last completed check. Additionally, access to prior DFIC logs has been added to the Support Log.

Tabs3

• The Transaction File List and Task Code Billing Reports now have a Statement Comments check box. By clearing this check box, you can run these reports without including Statement Comments.

For details on these great new features, take a look at KB Article R11744, “Introduction to Version 19 Features.”

Your clients will love these new features! The following enhancements were posted with Version 19.1.9.1136:

 PracticeMaster

• Added the option to change the Client ID assigned to work-in-process Fee and Cost records.
  • When changing the Client ID, you have the option to update the Rate based on the selected client, automatically recalculating the Amount of the transaction.
  • The Change Client ID function can be accessed from the Take Actions group of the Quick Clicks pane, the Edit | Action menu, or from the right-click menu.
  • Changing the Client ID assigned to Journal records that have been converted to fees will also allow you to update the linked Fee records.
  • Multiple records can be reassigned at one time.
• Added the option to replicate Fee and Cost records, creating a duplicate of that transaction.
  • When selecting which client the transaction will be assigned to, you have the option to update the Rate based on the selected client, automatically recalculating the Amount of the transaction.
  • The Replicate function can be accessed from the Take Actions group of the Quick Clicks pane, the Edit | Action menu, or from the right-click menu.

For more information on new features, check out KB Article R11744, “Introduction to Version 19 Features.”

Make sure your clients are updating their software regularly. The following enhancements were made and posted with Version 19.1.8.931:

 Tabs3 and PracticeMaster

• The Recap of Hours has been updated as follows:
  • Navigation arrows have been moved and will always be visible.
  • When selecting Week:
    • A calendar week (Sun through Sat) will always be shown.
    • On each day, the hours value is now always shown in the graph.
    • For each day the month/day is now also shown above the day of the week.
  • When entering fees in Tabs3, the Recap of Hours button will open the recap of hours for the current timekeeper instead of the default timekeeper to match how it worked in Version 18.

PracticeMaster

• The Alarm Notification window has been updated as follows:
  • The Location field is now shown so that you can easily see where you need to go without opening the record.
  • For events, the End Time is now included so that you can see at a glance how long the event is set to last.
  • You can now eNotify the record to attendees, or anyone, using the eNotify button on the toolbar or the right-click menu.
  • The right-click menu now has an option to Delete the linked calendar record.
  • The Type field has been removed.
• Fujitsu updated their software for newer ScanSnap models to ScanSnap Home. The ScanSnap Plug-in can now integrate with either the ScanSnap Manager or the ScanSnap Home software.

To take a look at these new features, check out KB Article R11744, “Introduction to Version 19 Features.”

You’re probably aware that the data files were moved to a “Database” folder during the Version 19 conversion. Are your Platinum firms taking advantage of this change?

This file structure reorganization made it possible for us to implement our new Platinum Data Security feature. This feature allows firms to implement restricted network permissions so that only authorized users (typically Admin and IT users) have access to the Tabs3 Database folder. Users without full rights to the Database folder can only modify those files using Tabs3 software. This prevents unauthorized users from accessing the files on the network, but still allows them to work in the software. Restricting network access rights helps protect key Tabs3 data files from accidental or malicious attempts to compromise your important Tabs3 information.

Implementation of this feature is accomplished by changing write permissions to the Database folder on the server, not from within the Tabs3 software. More information can be found in Knowledge Base Article R11763, “Platinum Data Security.” This feature is available in all releases of Version 19 Platinum software.