2009 paperless office presentation featuring naming conventions and file creation

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Page 1: 2009 Paperless office presentation featuring naming conventions and file creation
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Why Dual Monitors?

You can immediately increase your efficiency by dumping the single monitor mentality and begin running two monitors or, according to a University of Utah study, running 1 really big monitor. This study found that people who switch from a single 18-inch monitor to two 20-inch monitors were up to 44 percent more productive at text-editing operations. The study also found significant increases in efficiency when you use a single screen which is at least 24-inches.

If you don’t believe us, read the study right here: http://www.necdisplay.com/gowide/NEC_Productivity_Study_0208.pdf

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MONITORS: Make it BIG or buy TWO

• 44 % increase efficiency – duel or 24” widescreen– See more, do more– Keep on task– See important info on each screen at one

time“Once you go to two screens, you don’t want to go back,” said John Samborski, vice president of Ace Computers, an Arlington Heights, Ill.-based NEC partner.

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Combining files using Adobe Acrobat 8 or 9

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Adobe Acrobat has an assembly program built in to the system which will allow you to combine as many files you want. Using the Portfolio

tool located here as well, you can begin document assembly by opening any file or application you wish

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The process starts when I get my mail scanned in and reviewed by my paralegal

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I then take the file, re-name it, and insert it into the corresponding folder in the Client’s Adobe Acrobat file

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My files are set up uniformly so that the subfolders correspond to my client’s physical file. Note that my naming convention keeps all

correspondence in chronological order.

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To begin, either select the first document you wish to have in your package, or just click “Combine” in the Acrobat Toolbar.

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Continue adding all files necessary to complete your package. Note at any time you can move a file up or down by selecting the “move up” or

“move down” boxes on the bottom left of the “Combine” screen.

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Click “Combine Files,” rename your document to reflect what it is, and you have a complete package ready for distribution.

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An added benefit of this method is that Acrobat will automatically place “bookmarks” where each combined file starts. You now have no need to comb through pages of documents, so long as your files are named

and organized properly.

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CREATING HYPERLINKS

Start by highlighting the portion of text you wish as your “subject” text. Right-click “create link” and the box below appears.

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Once you click “next,” a pop up will appear, asking you to scroll down to the text you would like as the link destination

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Drag your mouse to highlight the desired area and then click “set link”You now have a perfect link to the desired destination!

DON’T FORGET TO SAVE AGAIN AFTER YOUR LINKS ARE CREATED!

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The finished/assembled product can be sent in .pdf format to the adjuster. I suggest contacting the recipient first to ensure that they have adjusted their server setting to receive large email files. If not, get an account on www.yousendit.com,

which will store the files on their dedicated server for the recipient to download from.

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Encryption Made Easy With Acrobat

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Create a document the way you normally create a document and save it. If you don’t, Acrobat will automatically remind you!

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Click “Advanced” at the top of the toolbar, then “Security,” then “Encrypt With Password” and you will get a popup.

Press “Yes”

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Here’s Your Next Popup. You want to encrypt all the contents and set a password. 1. Remember the password! 2. Make certain the

recipient knows the password!

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You will be asked to resubmit the password.DON’T FORGET TO SAVE THE NEW DOCUMENT!

The finished product looks like this.3 easy clicks and you have an encrypted document!

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MAKING EMAIL PART OF YOUR CASE FILE

THE ARCHIEVE FEATURE USING PDF CONVERTER 6 ENTERPRISE

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MAKING EMAIL PART OF YOUR CASE FILE

THE ARCHIEVE FEATURE USING PDF CONVERTER 6 ENTERPRISE

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MAKING EMAIL PART OF YOUR CASE FILE

THE ARCHIEVE FEATURE USING PDF CONVERTER 6 ENTERPRISE

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Law Practice Strategies“Think Outside the Box”

Alan J. Klevan, Esquire1 Hollis Street, Suite 243

Wellesley, MA 02482Tel – (781) 237-4700Fax – (781) 235-0407

[email protected]

www.twitter.com/Alan Klevan

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Your law practice advisor.

CONTACT INFORMATIONRodney S. Dowell, DirectorJared D. Correia, Esq., LPA31 Milk Street, Suite 815Boston, MA 02109857-383-3250 (local line)888-545-6627 (toll free)[email protected]@masslomap.org

www.masslomap.orghttp://masslomap.blogspot.com/ www.twitter.com/rodneydowellwww.twitter.com/jaredcorreia

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