What’s New List for Version 12.2
of Tabs3 and PracticeMaster Software

HotDocs Document Assembly Enhancements

Integration with the most current versions of HotDocs® - HotDocs 2005 SP2 and HotDocs 6.2 SP4.
New HotDocs Plug-in lets you access HotDocs functionality using the familiar HotDocs interface – including the ability to use HotDocs libraries to organize and access document templates and clauses, and the option to organize PracticeMaster document templates in a single HotDocs library file.

Previously, HotDocs library files were not used and PracticeMaster integration functions were accessed from within PracticeMaster.

Added PracticeMaster menus in HotDocs 2005 and HotDocs 6 for Document Assembly, Cross Reference Editor, and Test Assembly.
Ticklers now appear at the end of document assembly instead of at the beginning when integrating with HotDocs 2005 and HotDocs 6.
Improved how the Assembled Document Name is passed between PracticeMaster and HotDocs, thereby eliminating the need to enter it twice. The file name used when saving the document is now used to populate the Assembled Document Name field in the Document Tickler. In some situations, the Document Tickler must be shown at the beginning of document assembly. In this case, the name specified for the Assembled Document Name field in the tickler is passed to HotDocs, thus eliminating the need to specify a file name because the document is saved automatically.
Added a new HotDocs Options window that lets you configure whether you want to use the new HotDocs Plug-in interface or the Classic HotDocs Version 5 interface. The HotDocs Options window also includes the ability to configure whether zero values should be treated as empty and provides a means of reinstalling the HotDocs Plug-in should it ever be necessary.
Retained integration with HotDocs Version 5 documents using the classic HotDocs Version 5 interface. If you prefer, you can even assemble document templates created by HotDocs 2005 and HotDocs 6 using the Classic interface.

Outlook Security Message Eliminated

Eliminated the Outlook Security Message from appearing every time PracticeMaster accesses the Outlook address book by using a more sophisticated technique of accessing the Outlook address book. The message has been eliminated from appearing in the following situations:

When starting the User Configuration program in System Configuration when using Microsoft Exchange Server.
When adding, changing, or deleting calendar entries when using Microsoft Exchange Server.
When adding, changing or deleting related party.
When running the Outlook Synchronization program in PracticeMaster.

Redesigned the Support Log to provide a more comprehensive audit trail of tasks performed.
Combined the Support Logs for each product into a single Support Log file.
Increased the number of records recorded for each feature so that there is no limit. Once the maximum file size of 5 Mb (approximately 5,000 records) is reached, the oldest record in the file will be overwritten each time a new record is added.
Added the ability to specify users, features, and date ranges when running a Support Log.
Added the ability to resize the Support Log window.
Added the ability for managers to access all Support Logs for all Tabs3 and PracticeMaster software via System Configuration.
Added Support Log tracking to System Configuration for the following features: Reindex Files, Back Up Data Files, and Restore Data Files.
Added additional tracking information for various Tabs3 features.
Improved report format.

Added drill-down editing capabilities to Accounts Payable (APS) and Trust Accounting (TAS) reports when displayed in a Preview window. When you mouse over a drill-down field on a report, it will be highlighted in yellow. Clicking this field will open the appropriate data entry window allowing you to edit the record. After saving the change, you will be returned to the Preview window. Clicking the Refresh button (or pressing F5) will update the report to reflect the change you just made.
Accounts Payable - Added drill-down editing capabilities for the following fields to the following Accounts Payable reports:

Invoices & Checks: Invoice by Vendor List, Invoice by Voucher List, Check Register, Invoice/Manual Check Verification List, Aged Unpaid Invoice Report, Cash Requirements Report, Paid Invoices by Vendor Report, Pre-Check Register, and Print Checks.
Vendors: Invoice by Vendor List, Invoice by Voucher List, Check Register, Invoice/Manual Check Verification List, Vendor List, Aged Unpaid Invoice Report, Cash Requirements Report, Paid Invoices by Vendor Report, 1099 Report, Pre-Check Register, Vendor Analysis Report, and Recurring Entry List.
Bank Accounts: Bank Account List.
Recurring Entries: Recurring Entry List.

Trust Accounting - Added drill-down editing capabilities for the following fields to the following Trust Accounting reports:

Trust Transactions: Check Register by Check Number, Check Register by Payee, Check Register by Trust Account, Client Trust Ledger, Trust Transaction Verification List, Print Checks, Bank Account Reconciliation Report, and 1099 Report.
Payees: Payee List and 1099 Report.
Trust Accounts: Check Register by Check Number, Check Register by Trust Account, Client Trust Ledger, Trust Transaction Verification List, Trust Account List, Bank Account Reconciliation Report, and 1099 Report.
Bank Accounts: Bank Account List.
Attorneys: Attorney List.

Added two new options to E-mail Preferences when saving e-mail to the PracticeMaster Journal file.

An option to turn off the automatic prefill of Client ID and Related Party fields in a new journal record.
An option to leave the Client ID and Related Party fields blank if more than one Client ID or Related Party is associated with an e-mail address.

All Tabs3 and PracticeMaster software now automatically allows extended characters from the IBM extended character set (i.e., characters assigned to ASCII variables between decimal 128 and 255). Therefore, the "Allow Ext Chars=Yes" parameter no longer needs to be added to the STI.INI file.

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