LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

LexisNexis Total Practice Advantage 9.0
Commonly Used
Features
Commonly Used
Features
Commonly Used
Features
Commonly Used
Features
Commonly Used
Features
Documents
Keep track of your firm’s documents using Document records that can be associated with clients
and matters in your database. To view a list of Document records, do any of the following:
• On the main toolbar, click the Docs button.
• Go to Database > Document List > All Documents.
• Press the Hot Key F9.
The Document form includes options for creating new Document records from a variety of
sources, including word processor documents, scanned images, fillable forms, and other files.
To Create a New Document
1 On the Documents list, click the Add button. The Document form opens.
2 Complete the fields above area 4.
3 In area 4, click the Generate button and then click the method you want to use to create the
record:
• New File—opens your word processor to create a new document
• Formattable Clipboard—pastes clipboard information into your word processor
• Merge template—pastes information into your word processor using a merge template
• Scanned file—associates the record with a scanned image
• HotDocs—creates a new automated document using HotDocs
For detailed instructions, see “Creating New Documents” in the online Help tool.
Using Downloadable Forms and Model Documents
When performing Litigation type service, on the Draft a Document navigator, click Find a Form
or View Model Documents to view categories of forms or model documents on the Tasks tab.
Click a link to show available documents in your Internet browser, and then click a specific form
or model document to view it.
In the top-right area of your browser, click the Download link to download a copy of the form or
model document. A new browser window opens, displaying page range and formatting options.
Select options and click the Download button at the bottom of the screen. The browser window
now displays a link to a document file generated using the options you selected. Right-click the
link and use your browser menu to save the document to your computer.
From your word processor, you can click the PA Save toolbar button to save the document as a
record in your database. It can then be attached to your Contacts and Matters as a related record.
54 Forms and Documents - Documents