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New to Snapdone?

Learn about creating new cabinets

Introduction to Cabinets

Snapopen ANY document firm wide in 2 seconds

In the ribbon bar, Click Snapopen

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Tips:

  • You can just press {ENTER} at an empty area to get a list of the available choices.
  • You can use partial words or separate words for intelligent searching.
  • You can right click and press Explore to use Windows Explorer to navigate a particular area.  
  • You may Right-Click in the CLIENT area to create new clients. 
  • Once a client is selected, you may Right-Click  in the Matter area to create new matters.
  • Once a matter is selected, you may Right-Click  in the DocType or Subfolders area to create new matters. 

1. Choose a Client

3. Choose a Filename

1. Choose a Client

(optional) If you dont know what CLIENT you are looking for exactly, you can simply press {ENTER}  

2. Choose a Matter

3. Choose a Filename

1. Choose a Client

(optional)  If you want to search only from a particular MATTER or SUBFOLDER, press  {ENTER} 


 If necessary, drill deeper into subfolders  

3. Choose a Filename

3. Choose a Filename

3. Choose a Filename

(optional)  If you want to search a specific filename or type, type that info into Filename contains and press {ENTER} 

Simply
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3 easy steps:

1) Click to the right of the "Filename Contains" box, the Search Icon, 

2) Click any number of files you want to open, 

3) Click OPEN.


  • Snapopen any number of PDF's, Excel Documents, or Word Documents; and it will behave exactly as you'd expect it to. 

Snapsave ANY document, in 2-5 seconds

In the ribbon bar, Click Snapsave

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Type or choose the CLIENT, Press {ENTER}

Type or choose the CLIENT, Press {ENTER}

Type or choose the CLIENT, Press {ENTER}

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Type or choose a MATTER, Press {ENTER}

Type or choose the CLIENT, Press {ENTER}

Type or choose the CLIENT, Press {ENTER}

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In this Example, we selected Appeal

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

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**Some firms use Subfolders. Drill as deep as appropriate for your firm.

**Some firms use Subfolders. Drill as deep as appropriate for your firm.

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Once your Area is selected, your snapsave window will allow you to choose a NAME, and a SAVE button.

That's it, now your document is available to anyone at your office!

Review these features next:

Snapsave Excel Workbooks
Snapsave Outlook Items

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