Transcription
QUICK START GUIDEDraft twice the documents inhalf the time – starting now.
WELCOME TO PRODOCThank you for choosing ProDoc , your forms solution to save time andmoney, reduce errors, and better serve your clients.So you can reap the most benefit from ProDoc, the following servicesare standard with your subscription:Automatic Updates – We continually enhance ProDoc software andour form templates. We regularly send you these updates, particularly before new legislation takes effect – so your ProDoc-generateddocuments are always current with the law.FREE Training – In a few days, you’ll receive a call from our TrainingDepartment to set up free phone training for you and your staff. Thepurpose of the training is to help your team quickly learn how toassimilate ProDoc software into your practice.Toll-Free Technical Support – Feel free to call our CustomerService Center at 1-800-759-5418 for any questions you may haveregarding the software. We particularly encourage you to call usi
when you’re ready to install ProDoc on your network. Finally, visitwww.prodoc.com/support/overview.asp to view our FAQs, hoursof operation, and other helpful information.Many of our subscribers report that ProDoc pays for itself manytimes over through increased productivity and reduced error rates.Based on our experience, you’ll discover ProDoc’s benefits when youand your staff fully integrate the new – and more efficient – ProDocway of generating documents into your practice.We encourage you to take advantage of our free training; it will beone of the best investments you and your staff will ever make inyour practice.– The ProDoc staffii
TABLE OF CONTENTSInstalling ProDoc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1Network Installation of ProDoc . . . . . . . . . . . . . . . . . . . . . . . . . . .1ProDoc Installation Instructions . . . . . . . . . . . . . . . . . . . . . . . . . .2Registering ProDoc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Using ProDoc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6Creating a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6Searching for Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14Printing Blank Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14Printing a List of Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15Adding Clients and Cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16Firm Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18Other ProDoc Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19PowerPacks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19ProDoc Small Office Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19E-filing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19Training and Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20Reference Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21Online Assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22Request Manuals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22Contacting Us . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23iii
INSTALLING PRODOCNetwork Installation of ProDocWe strongly encourage you to use a network installation when yourfirm uses more than one computer and a network connects the computers. A network installation enables all firm members to work froma single database. This is a huge time-saver for everyone becauseclient and case data are entered only once and everyone in the firmcan use the same information, as well as readily access the client andcase documents generated in ProDoc.To further encourage networking, the standard ProDoc subscription includes three licenses. We recommend that these be installed onyour network server. This way an unlimited number of firm employees can use ProDoc, but a maximum of three can use it concurrently.Additional licenses can be purchased to allow for more than threeconcurrent users.We highly recommend you contact our Technical SupportDepartment at 1-800-759-5418 for free assistance with yourinitial ProDoc installation in a network environment.Follow the installation instructions below for ProDoc if:You are installing ProDoc on one or more stand-alone (non-networked)computers, or you’ve installed ProDoc on your network in the past.1
Do not follow the installation instructions below if you are: Unsure about any part of the installation orupdate process Inexperienced with installing software on a network Have not received your installation and registrationkey codes letter (sent separately)Instead:Call Technical Support at 1-800-759-5418 before beginning the installation process. ProDoc’s staff of technicians can help you determine thecorrect configuration for installing the CD-ROM.ProDoc Installation InstructionsStep 1:Insert the ProDoc CD-ROM.Step 2:The CD-ROM should autorun. If it doesn’t, browse thefiles on your CD-ROM and double-click thesetup32.exe file.Step 3:The main installation screen will appear. Click Next.Step 4:Complete the installation as prompted, using theinstallation code provided in the ProDoc installation andregistration key codes letter or by technical support.a. If you do not use ProDoc on a network, repeat theinstall process on each computer on which you willrun ProDoc.b. If you are on a network, you must install ProDoc directlyonto the server. You only need to install one copy andthen set up shortcuts on the desktops of each computerthat will have access to ProDoc over the network.Step 5:When you run this version of the ProDoc software for thefirst time, you will notice that you are prompted to register. Todo this, you will need the registration code(s) provided.2
You are provided a registration code for each installation of ProDoc. In theexample below, the customer is entitled to three (3) installations:one network license and two single licenses.1233
Each installation you perform needs to be registered with the appropriate registration code. For example, if you have a network license, thenetwork registration code needs to be used with the installation onyour server. After the network installation is complete, the code can beentered from any workstation.If you do not have a network license, or if you have additional singleuser licenses, you will use one of your single installation codes foreach of those licenses.Registering ProDocThe first time you run ProDoc after installation, you will see the ProDocRegistration window. Enter the applicable registration code from theProDoc installation and registration key codes letter and click Register.4
The box under Firm Name shows how your firm name will appear inyour documents. If the information is correct, click the This is My FirmName button, or click the Change Firm Name button to change howyour firm name will appear.Once you have registered, you’ll receive a message confirming theregistration with the firm name you specified. The registration process isnow complete. Click Continue and Run ProDoc. You’re now ready toreceive ProDoc updates via the Internet.5
USING PRODOCCreating a DocumentTo create a document, open ProDoc and click the Documents & Formsbutton on the left side of the Quick Click Menu, then click theAssemble Document icon. This will open the Starting DocumentAssembly window.In the Starting Document Assembly window, click the Select casebutton. This will open the Select A Case window. If you are new to ProDoc,you won’t have any clients listed in the directory, so you’ll need to createa new client.6
To create a new client, click the New Client button.In the Client Will Be Added window, enter information about yourclient. The vertical blue bar on the right side of the window expandsthe window so you can add phone numbers and other information.When you’re finished, click OK to close the window and return toSelect A Case.7
The New Case button is now active. Select the appropriate clientname from the directory and click the New Case button to open theCase Will Be Added window.Enter a Case ID (optional) if your firm uses them and a Description(required), then click OK. This will return you to the Select A Case window.In the directory of the Select A Case window, select the client and case,then click the Select Case button at the bottom of the window. This willreturn you to the Starting Document Assembly window.Click the Select forms button in the Starting Document Assemblywindow to begin assembling documents for the case.8
In the Select Forms section, click on the volume you wish to use inthe Volume drop-down menu. This will open a complete list of theforms in the volume. If you have previously assembled a document forthis case, ProDoc automatically remembers which volume you used.Select a different volume if necessary.Select the documents you want to create by clicking the boxes in theleft column. You can assemble as many forms as you want by clicking multiple boxes. Click OK.This will return you to the Starting Document Assembly window.The forms you’ve selected are listed in the menu box to the right ofthe Select forms button. Click the Start Assembling button at thebottom of the window.A copyright window for the volume will open. If you do not wish to seethis window every time you draft a document, click the box for Do notshow this window again. Click OK.9
ProDoc now opens the Processing Assembly Questions window.Simply answer the questions ProDoc asks and click Next. You maybe asked several questions, depending on the complexity of thedocument you’re assembling. You’ll also notice that some of thequestions have been answered. This is because ProDoc automaticallyuses information you’ve already provided, so you only have to enterit once.10
Once you’ve answered all the questions, ProDoc opens a draft versionof the document. Fill in the highlighted areas using the Tab key tomove from field to field.11
When you’re finished assembling each of the forms selected, aCompleted Documents window will open. Notice that there’s afile path at the top of the window telling you where the file has beensaved. ProDoc automatically saves completed documents in the clientfolder you created, making it easy to find all the client’s documents.Click the Continue button.12
ProDoc automatically opens your document in your word-processing program, where it can be edited, if necessary, and printed. Ifyou’ve assembled a graphic form, it opens in your PDF reader.Congratulations! You’ve completed your first document with ProDoc!13
Searching for Forms1. In the Quick Click Menu, click the Find Form icon.2. In the Search window, click the volume you’d like to search orSelect All. Enter the Search Criteria and click the Search button.3. All the forms with the criteria you entered will be listed in theSearch Results window. To view an individual form, select theform and click the View button. You can also print the list byclicking the Print List button. If the form you need isn’t in the list,clicking the Close button will return you to the Search windowwhere you can modify your search criteria.Printing Blank Forms1. To print a blank form, click Print in the Main Menu bar. From the dropdown menu, click Blank Forms.2. In the Blank Form Setup window, select the Form Type –Assembled or Not Assembled – and click the Select Form button.3. If the Volume drop-down menu does not appear automatically,click the arrow on the right side of the box next to Volume. Fromthe drop-down menu, select a volume. This will open the volumein the window.4. In this window, you can sort numerically by form number or alphabetically by form title using the sort order tabs and then scrollthrough the list. You can also jump to a specific section of the listby clicking the title in the Subvolumes window on the left (if it ispopulated). If you know the number or name of a form, you cannavigate directly to it by selecting the correct Sort Order tab andtyping in the name or number (e.g., FL-12).14
5. Clicking the Find button opens the Find A Form window. You canenter search criteria in the Find A Form window, instead of scrollingthrough the list of forms. Click the Find Previous and Find Nextbuttons to scroll through the forms that include your criteria. Whenyou find the form you want, click Close in the Find A Form window.6. In the Select A Form To Create window, the form you’ve selected toprint is now highlighted. Click OK. This opens the Blank FormSetup window.7. The form you selected is now listed in red under Form to Print. Clickthe Print button. Graphic forms are sent directly to your printer.8. If you are working with a text form, the form will open. The titleof the form you’re going to print appears in the Title Bar. ClickPrint. The form will automatically be sent to your default printer.To the right of the Print button is a button linked to your wordprocessing program. Click this button to open the form in yourword processor. From there, you can manipulate the form as a textdocument.Printing a List of Forms1. To print a list of forms, click Print in the Main Menu bar and clickForm Lists in the drop-down menu.2. In the Form List Report window, you can select the report order.To select a specific volume, click the Select Volume button.3. In the Volume Selection Window, click the volume to highlight itand click OK. This will close the window, and the volume you’veselected will now appear in red under Forms From Volume in theForm List Report window.15
4. Checking the Print Preview box in the Form List Report window willallow you to preview the list. Click the Print button to open thePrint menu and click OK to print the list.5. The volume you’ve selected will open in a Report Preview window.Printing options are listed in the Main Menu at the top ofthe screen.Adding Clients and Cases1. To add new clients or update clients and cases, click the Clients &Cases button on the left side of the Quick Click Menu.2. Click the Client/Case Manager button to open the Client/ CaseManager window. The buttons at the bottom allow you to add,update, or delete clients and cases. Clicking a client or case in thedirectory window above will activate the appropriate buttons.3. In the Client/Case Manager window, click the New Client button.4. In the Client Will Be Added window, enter information aboutyour client. The vertical blue bar on the right side of the windowexpands the window so you can add phone numbers and otherinformation. Click OK to close the window and return toClient/Case Manager.5. To create a new case, select the appropriate client name fromthe directory and click the New Case button to open the Case WillBe Added window.6. Enter a Case ID (optional) if your firm uses them and aDescription (required) and click OK. This will return you to theClient/Case Manager window.16
Firm Information1. In the Quick Click Menu, click the Customize ProDoc button onthe left side of the menu.2. Click the Firm Information icon to open the Options And Settingswindow. In this window, you can modify Personal Settings andFirm Settings. Enter the changes and click OK. For assistancewith changing the Firm Name, click the Help button in theOptions And Settings window.17
SYSTEM REQUIREMENTSOperating SystemMinimum requirements: Microsoft Windows 98, Second Edition ornewer. Recommended: Microsoft Windows 2000, Windows XP, orWindows Vista .HardwareComputer: 300 MHz or better IBM -compatible computer.RAM: A minimum of 64 MB RAM memory (512 MB for WindowsVista) is required; 128 MB RAM memory (1 G for Windows Vista) isrecommended.Media: CD-ROM drive.Hard drive: Local hard disk drive (or network disk drive) with sufficientspace to install ProDoc and the volumes. A minimum of 350 MB of harddrive space is recommended.Monitor: Monitor capable of a resolution of at least 1024 x 768 pixels.Internet connection: OptionalWord ProcessorMinimum requirements: Corel WordPerfect 6.1 for Windows ornewer or Microsoft Word 98 for Windows or newer. Proper operationof the word processor to be used with ProDoc requires proper installation of that software’s own file format converter files. Recommended:Corel WordPerfect 9 for Windows or newer, or Microsoft Word 2000for Windows or newer with all service releases and service packs.18
OTHER PRODOC PRODUCTSAll of the ProDoc programs are easy to learn and are fully integrated.You only have to enter your data once and it’s saved in ProDoc,available to be used automatically in every document where it’sneeded, as well as in other available programs, such as PowerPacks.PowerPacksThese state-specific, specialized software applications integratefully with ProDoc and allow you to perform actions outside ofcreating a document. PowerPacks make it easy to completeextensive calculations quickly, input a large quantity of data for usein the document assembly process using a simple spreadsheet format, and more. PowerPacks are only available as add-ons to ProDocsubscriptions which include the corresponding practice area formsset. For example, if your ProDoc Library contains the Family Law formsvolume, you can purchase the Family Law PowerPack as an add-on.ProDoc Small Office Suite (where available)Small Office Suite (SOS ) practice management software helps youefficiently handle calendaring, to-do lists, contacts, documents, time andbilling, and more. SOS shares the ProDoc database so client and caseinformation is automatically incorporated.E-filing (where available)E-filing is the ultimate in convenience: you can file your documentsfrom your computer anytime, anywhere. Most of the documents younow file in person at the courthouse can be filed over the Internetusing e-filing – 24 hours a day, seven days a week – with participating courts.19
TRAINING AND SUPPORTYour subscription includes free, high-quality training covering allareas of ProDoc.While you can get started with ProDoc by using this guide, our indepth training programs will help you take full advantage of all thegreat, timesaving features ProDoc offers.Training is available right at your desk via live telephone sessions or ouronline 24x7 Computer Based Training Modules (CBT).20
REFERENCE MATERIALSThe information you need to get started using ProDoc efficiently is righton your desktop. To access it, you can use the Help feature in theProDoc Main Menu at any time, or from your desktop, clickStart Programs ProDoc Documentation to view a list of resourcesProDoc automatically installs on your computer, including manuals,Quick Reference Cards, and more.21
ONLINE ASSISTANCEAdditional support is available online atwww.prodoc.com/support/overview.asp, where you’ll find answersto frequently asked questions, tips, and training information.Computer-based training (CBT) modules are also available to helpyou learn more about ProDoc.Request ManualsIf you need a copy of your ProDoc manual, please call CustomerService at 1-800-328-4880.22
CONTACTING USWe welcome your comments and suggestions! You can contact us byphone at 1-800-759-5418 during regular business hours or by emailat the addresses below:Subscription Information: [email protected] Support: [email protected]: [email protected] Else: [email protected]
2008 Thomson Reuters The trademarks used herein are the trademarks of their respective owners.Thomson Reuters trademarks are used herein under license. L-343418 Material #40788936 9-08
14 SearchingforForms 1. IntheQuickClickMenu,clicktheFindForm icon. 2. IntheSearch window,clickthevolum
