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  March 2004  

Is it Real Email or a Fake?

Hackers, spammers, and spoofers have significantly complicated the management and use of business email systems. You’ve invested in email filtering tools, archiving software and extra storage devices, all with the intention of ensuring the email that ends up in your users’ inbox is high quality, appropriate correspondence. But do all of those tools ensure that the email is the real McCoy? Read more.

OneNote & Tablet PCs - A User's Experience

Last month we highlighted some of the features of Microsoft’s answer to the electronic notepad – OneNote. This month we will focus on the experience of one of KKL’s managing directors using OneNote with a Tablet PC. Read more.

The High Cost of Technology Training and How to Reduce it

Technology training is frequently one of the first items to be cut or significantly reduced when law firms review their technology budget for an upcoming project. The general thinking is that software is mostly intuitive, so why the need for formalized training?  Well you may be saving in the short run, but skimping on training can cost you much more in wasted time and lost productivity on the part of your users.  Read more...

ABA TechShow 2004

Michael Kraft will be presenting two sessions at the ABA TechShow in Chicago as follows: 

  • March 25 8:30am - "Creating a Technology Strategy in 2004," Michael Kraft & Dennis Kennedy.

  • March 26 10:30am - "Performance Metrics and ROI Strategies," Michael Kraft, John Alber & David Bilinsky.

This Month's Answer

To avoid having to retype the same information on every profile, you can setup a Default Profile. You can modify your Default Profile at any time. You do not need to fill in all the fields; however, you can only have ONE default profile. For example, if you are always the Author of the documents you create and majority of the documents are Agreements, enter your Author information and Doc Type into the default profile. That information will automatically appear in the profile when you save your documents.

DOCS Open

1. From the Docs Open desktop, choose Options, Personal Profile Form Settings from the menu.

2. Double-click on the Profile Entry folder at the left.

3. Click on Primary at the left.

4. Click on the Field Defaults button at the lower right and a document profile will be displayed.

5. Fill in all the fields that typically stay the same when profiling your documents.

6. Click OK.

7. Click Close.

PowerDOCS and Hummingbird DM

1. From within Quick Retrieve (File, Open from your word processing application).

2. Choose Options, Defaults from the menu.

3. Double-click on the Profile Entry folder at the left.

4. Click on Primary at the left.

5. Click on the Field Defaults button at the lower right and a document profile will be displayed.

6. Fill in all the fields that typically stay the same when profiling your documents.

7. Click OK.

8. Click Close.

iManage

1. From within the iManage desktop.

2. Choose Options, New Document Default from the menu and a document profile will be displayed.

3. Fill in all the fields that typically stay the same when profiling your documents.

4. Click OK.

Question of the Month

 

How do I avoid having to type the same information every time I create a new document profile in the Document Management System?

 

scroll down for the answer

 
     
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