Snapopen ANY document firm wide in 2 seconds
In the ribbon bar, Click Snapopen
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.
Snapsave ANY document, in 2-5 seconds
In the ribbon bar, Click Snapsave
Type or choose the CLIENT, Press {ENTER}
Type or choose the CLIENT, Press {ENTER}
Type or choose the CLIENT, Press {ENTER}
Type or choose a MATTER, Press {ENTER}
Type or choose the CLIENT, Press {ENTER}
Type or choose the CLIENT, Press {ENTER}
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.
**Some firms use Subfolders. Drill as deep as appropriate for your firm.
**Some firms use Subfolders. Drill as deep as appropriate for your firm.
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!