Chapter 6. Attaching documents Document Manager 2015
Attaching via the "Prospective Clients" window
If you have Practice Manager – Contact installed, you can access the Document Manager via the "Prospective Clients" window, from where you are able to attach documents to prospective clients.
1. From the Practice Manager – Contact
View menu, click Prospective Clients to open the
"Prospective Clients" window.
2. On the "Prospective Clients" window, highlight the prospective client to whom you want to attach documents.
3. Click Document Manager.
The "Document Manager" window will open with the prospective client's drawer already highlighted.
4. Highlight the client's folder or sub-folder to which you want to add documents.
5. Add documents to the folder or sub-folder by the following methods:
Create a new document.
Copy or move an existing document from another area in the Document Manager
Copy, move or link to a document from outside the Document Manager.
6. Click the Close Document Manager button to close the "Document Manager" window and return to the "Prospective Clients" window.
The new documents will now be attached to the selected prospective client.
Merging attached documents
If attached documents contain merge fields, you can create merged documents without having to open the Document Manager.
1. Open the "Attached Documents" window.
2. Highlight the attached document that contains merge fields.
3. Click
Merge.
4. On the "Confirm Document Merge" window, enter the merge file description and event linking requirements, and click OK.
5. On the "Print Documents For" window, select the client group for which the merged documents are to be created, and click OK.
The merged documents will be created and displayed in Microsoft Word.
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