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    Posts made by GeorgeJ4336

    • RE: Modify in place - docx

      @BrandonK6644 I agree. Other docket management systems (ex., Clio, I believe) have nice implementations of this. You click on a document in the docket management system web page, and the document downloads to your computer (ex., to the Downloads folder), and your preferred application automatically launches to open the document. When you close the document, the document is automatically uploaded back to the the docket management system. It is all transparent.

      In some implementations, a program runs in the background to make this magic happen. The docket management system communicates with the background program telling it what the user clicked on, and the background program launches the application program, pointing the application to the downloaded file. The background program monitors the downloaded file, and after the application closes the file, the background program automatically sends the edited file back to the docket management system.

      posted in Product Requests
      GeorgeJ4336
      GeorgeJ4336
    • RE: Parse email subject line for Docket Number/Client Reference

      @MarkW5689 Yes! I would really like this, for the reasons given. Some of my foreign associates are not capable of storing per-matter e-mail addresses, so they send all correspondence to my general in-take mailbox. It would be great to have an automatic facility that parses the subject line and then stores the message in an appropriate matter. Storing in the matter should trigger the "Receive e-mail message" event in that matter.

      posted in Product Requests
      GeorgeJ4336
      GeorgeJ4336
    • RE: Help Article with Invoice Fields

      @MarkW5689 I can't remember where I found them, but here are some invoice fields:

      Invoice Balance
      Invoice BillTo
      ex. {Invoice.BillTo.First} {Invoice.BillTo.Last} {Invoice.BillTo.Company} {Invoice.BillTo.EmailCC} {Invoice.BillTo.EmailNoCC}
      These values are determined by the “Bill To” field in an invoice. This field accepts a Contact, so the subfields are determined from the Contact record.
      Invoice Client
      ex. {Invoice.Client.Name} {Invoice.Client.IntakeEmailAddress}
      (See notes re BillTo.)
      Invoice Comments
      Invoice CutoffDate
      Invoice Description
      Invoice DueDate
      Invoice Expenses
      Invoice Fees
      Invoice InvoiceAmount
      Invoice InvoiceDate
      Invoice InvoiceNos
      Invoice LEDESFile
      Invoice Locked
      Invoice Modified
      Invoice PaidOnDate
      Invoice Payment
      Invoice PaymentTerms
      Invoice PDFFile
      Invoice RemitTo
      ex. {Invoice.RemitTo.Name} {Invoice.RemitTo.EmailNoCc
      (See notes re BillTo.)
      Invoice SendToQuickBooks
      Invoice StartDate
      Invoice Status
      Invoice WriteOffs

      posted in General Discussion
      GeorgeJ4336
      GeorgeJ4336
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