ProDoc Tech Tip Customizing ProDoc Settings ProDoc provides you a considerable amount of fl exibility to customize settings and make it work more effi ciently for you. Nearly every one of the customize options below will help you save even more time. When you installed ProDoc the fi rst time, you were prompted to enter your fi rm information section The few minutes you spend now going through this Tech Tip and customizing your settings is a minor investment for a lifetime of time savings. I. Options Menu 1. Default Answer Set (Figure 2, A) – The Primary Set appears in this fi eld. If you have created any optional From the main menu, you can click Customize ProDoc default answer sets, you can reveal these by clicking > Firm Information (Figure 1) to set virtually all of your the down arrow. The set you select here will be selected ProDoc system settings. Each of the settings is explained default when you assemble forms and print custom below in detail in its own section, in the order shown on worksheets. This option is specifi c to your login ID. the window. 2. Insert placeholder (Figure 2, B)– This fi eld is used to tell ProDoc to insert a placeholder any place where you skipped past a question without entering an answer. You can enter anything you like here. 3. Show assembled document during merge phase (Figure 2, C) – The second phase of a document assembly session is called the merge phase, where you fi ll in blanks with names, addresses, dates, etc. If you select this option, the assembled document will be displayed on screen so that you can actually see the blank you are fi lling in. If you do not select this option, Figure 1 - Click the Firm Information Button each question will pop up in a dialog box. You will be provided with a fi eld in which to enter your answer, II. Personal Settings which will later be merged into the document. A. Assembly Settings 4. Add assembled documents to Word Processor’s most recently used fi le list (Figure 2, D) – You will want to Click the Assembly Settings link on the Options and leave this checked since newer versions of WordPerfect Settings window to bring up Figure 2. These settings and Microsoft Word display the most recently opened control the ways in which you and ProDoc interact while documents at the bottom of the drop-down File menu. you assemble documents. Use the drop down arrows ProDoc automatically adds documents to that list as and check boxes to change settings as desired. they are assembled if this option is selected. 5. Switch to Word Processor after assembly (Figure 2, E) – After assembling documents, ProDoc can automatically start your word processor and open the fi le(s) just assembled. This allows you to instantly edit and print the assembled document. 6. Assemble RTF documents if using Microsoft Word (Figure 2, F) – After assembling a ProDoc will convert it to RTF format if your word processor is Microsoft Word® and this option is selected. You will usually want to select this option since Microsoft Figure 2 - Assembly Settings Word displays and prints RTF fi les more accurately than it displays and prints Corel WordPerfect® fi les © 2010 Thomson Reuters Rev 10-10 continued on page 2 1 continued from page 1 Customizing ProDoc Settings (the default format of ProDoc templates). Selecting a. Click the large button titled If there is no Word this option has no effect if your word processor is Processor in the list above, or if you prefer to use WordPerfect. another one, click here to select another Word 7. Review prior answers (Figure 2, G) – This setting Processor. controls the default setting for the Review prior answers b. Two fi elds open underneath the button you clicked. check box when you start an assembly session. If you check this box, you will be asked all document assembly c. Click the drop-down arrow to the right of the top fi eld questions during subsequent assembly sessions by and you will see a list of word processors to choose default. If you want to skip questions you have already from. Locate your word processor on the list and answered during document assembly, you will need to highlight it. If it is not listed, click Other. uncheck the Review prior answers box on the Starting Document Assembly window. If you want the most d. Click the folder icon that appears to the right of the fl exibility, leave this box unchecked. Location of Word Processor fi eld. 8. Word Processor DDE Timeout (Figure 2, H) – Leave e. The Select your Word processor box appears. as is. ProDoc interacts with your word processor using f. Browse to the executable fi le for your word processor. a process known as Dynamic Data Exchange. On some exe systems, particularly networks, the process of starting Executable fi les have the extension . at the end of the up a word processor and sending messages back and fi le name. forth may be slower than normal. If you are having g. Highlight the correct fi le and click Open to place the problems such as Invalid page fault, Illegal operation, full command line path in the dialog box. etc, when ProDoc attempts to start or switch to your word processor, increasing the value may help. This tells h. Click OK. ProDoc to wait longer before it determines that a DDE If you select Other, ProDoc software only fully supports transaction failed. the use of Microsoft Word and WordPerfect. However, B. Word Processor Settings you can open ProDoc documents with any word processor which can open and work with WordPerfect 1. Selecting or Changing Your Default Word Processor 5.X/6.X fi les. ProDoc software’s normal word processing Click the Word Processor link on the Options and interactions will not function with unsupported word Settings window to bring up Figure 3. processors. At a minimum, you will have to open completed documents manually. 2. Install a ProDoc toolbar in your word processor To install a handy document manager toolbar in your word processor, click the Install a ProDoc toolbar in… button at the bottom of the screen. The ProDoc toolbar now appears in your word processor. C. Completed Documents Settings Click the Completed Documents link to bring up Figure 4. This option box allows you to specify fi le locations for fi nished documents; choose a folder naming convention; Figure 3 - Word Processor Settings and choose a default fi lename type. This screen enables you to see what word processor you are using with ProDoc. ProDoc automatically fi nds and sets up your word processor when ProDoc is installed. Here you can change to a different word processor than the one highlighted on this screen. Having the correct word processor chosen is very important in controlling a number of features that help you save time in document assembly. Normally, you will not need to change this setting. However, if you prefer to change to a different word processor or your word processor is not displayed on the Figure 4 - Completed Documents Settings screen, you may browse to the word processing program you use: Use this window to specify the way you want ProDoc to work during a document assembly session. The © 2010 Thomson Reuters 2 continued on page 3 continued from page 2 Customizing ProDoc Settings following default options can be set from this window: default, the Use form title for fi lename box is checked. Folder for completed documents and fi lename of When this box is checked, ProDoc will use the title of the completed documents. form as the fi lename of the document you assemble. The 1. Folder (Figure 4, A) – The location specifi ed in this fi lename cannot be changed in the Starting Document window is used as the default location in the Starting Assembly window. Also, fi elds for entering fi lenames for Document Assembly window. Generally, this will be clients and cases will be removed from the Client Dialog something like F:\Clients if you are a network user or Window and Case Dialog Window. C:\Clients if you are single user. If you want to choose If you remove the check from this box, you can specify the directory from a browse listing, click the browse a fi lename for all documents you assemble in the fi eld button to the right of the fi eld and select the drive and provided. You can change this fi lename in an assembly directory from the Browse for Folder window. Any session. path components specifi ed above are appended to the directory. If you assemble the same document for a case more than once, ProDoc will use the fi lename you specify 2. Folder Name Components (Figure 4, B) – You can and add -#2 to the fi lename. The numerals advance as choose to store assembled documents in subfolders instances occur. under the folder specifi ed above. Subfolders can be based on the client name , client ID, case description, D. Graphic Forms Settings and case ID for the client and case selected for the See Section 5, page 4, Customizing Formatting in assembly session. To select the components to use, click Graphic Forms at the down arrow to open the drop down list box. To select http://tinyurl.com/pd-default- a path component set from the list, click it. formatting. 3. The following list shows examples of various optional E. WebUpdate Settings path component sets with a folder of “F:\clients” for an WebUpdate runs automatically the fi rst time ProDoc is assembly session using the client “John J Smith” with a opened, by default.