Soft82.com » Windows » Business » Business Finance » SoftDocket 2006 1.6

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SoftDocket Description

A new management tool with for any contact,document,task,client,disbursement,resource,invoice

Our current release of SoftDocket 2006 has further expanded on the fully customizable format and offers new features recommended by our clients.

We strive to bring you the latest in software innovation while keeping your daily routine simple, straight forward and quick.
New to this release of SoftDocket2006 (Version 1.5):

* Information preview in the Client List
* Letterhead Designer
* Added double click edit feature to the Invoice Panel
* Added new reports for Office of the Children’s Lawyer Agents
* Added new general reports the User Report section
* Added title editing for the Summary section of the Final Invoice
* Minor bug fixes
* Added Excel and CSV export

The Invoicing Panel allows viewing of time and disbursement entries as you work. In conjunction with the summary panel as a slide out companion, you can view a specific account billing at a glance. These intuitive tools will enable you to ensure that all billable time is charged to the client.

By using Profiles to sort specific client types or certain members of the firm, invoicing becomes a simplified process instead of an undesirable necessity.

From the onset, we have considered the accounts for The Office of The Children’s Lawyer a separate entity that required unique features. A separate user account profile is setup with all of the current defaults set as well as many of the required forms. All forms are modeled after forms provided by The Office of The Children’s Lawyer in Ontario.

This form populates virtually all data from a normal docket in your database. Some fields must be filled in manually, and a box will appear when the form is generated to populate these fields. This form is provided at no extra cost and will be updated as new versions become available.

We are currently working on an import filter that will allow agents to import data into SoftDocket from information already entered into Microsoft Excel© worksheets.

Schedule appointments within a small firm can be mind boggling. The appointment scheduler provides a way to keep every appointment in order.

A “Resource” is anyone or anything such as a boardroom that needs to be scheduled.
Create a resource for everyone in your office, including boardrooms.

Display only those you desire. By combining Resource Management and the Appointment Calendar you have a powerful way of scheduling appointments in your office. Never again have time conflicts.

The waiting list feature allows you can to create appointments and drag them to an appointment calendar where you want. You can change the viewing of the calendar to what best suits your needs.

Task Management allows anyone in your office to see what needs to be done and by whom. Tasks can be flagged when completed or the status can be shown by a progress bar. A lengthy description area will allow elaboration of a specific task or a set of procedures that need to be taken to perform the task at hand.

Organization begins with the proper allocation work to be done by members of the office staff.

Client files that you may normally have strewn all over your computer can be stored with your Its About Time client accounts. You can store text files, photos, faxes and other relative documents securely within the password protected database.

The documents are now safe and are now filed with your client, so no more searching for an important document for hours when you need it now.

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SoftDocket User Reviews

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