Document Automation and Maintenance - SnapDone Document Automation and Maintenance - SnapNumbers Document Automation and Maintenance - The Form Tool SnapDone  - Document Management and Automation

  For law offices using Microsoft Word

Features

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Document Management

Saving

Opening

New in Version 6

Contacts

Cards

Clips

Outlook

Forms

The Basics

Captions

Custom

Tools

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Contacts - Clips

In addition to index cards, Snapdata also contains a set of virtual paper clips. Snapdata clips are used to hold cards in meaningful groups.

For instance, you might create a Smith v. Jones clip which contains Ms. Smith’s card, Mr. Jones’ card, the opposing counsel in the case, the judge, expert witnesses, etc. When it is time to send a letter, memo or fax to several of them, print some envelopes or mailing labels, insert their names and addresses in a Certificate of Service, or send a batch of emails, just select the desired recipients in the clip then click the appropriate button: Letter, Memo, Fax, Envelope, Label, Insert, Email.

Snapdata clips are most commonly used to manage cases, but you will find other uses too: a holiday card list, expert witnesses, or your softball team.