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Online Training Videos
Based on feedback from our customers, we have created the following online training videos – most are less than 3
minutes in duration – to help you more effectively utilize your M/Docs II software. If there is another topic
that we should address through similar online training videos, please let us know by using the Contact Us form
within M/DocsII, or on the right side of this screen.
To view a video, click on a title below, or go directly to YouTube to view a complete list
at https://www.youtube.com/user/MDIIVideoTutorials
Manually fill and print forms
Create a client to act as a folder for a client’s contact information
Create a matter page to store information that will autofill forms
Enter your draft by information
Using the autofill feature
Set up your Favorites screen for Clients and Forms
Name your saved matter pages and clients properly
Get to know the main toolbar - it'll save you time and clicks
Use the search tools to find almost anything
Assign forms to a particular client after they've been created
Adjust your default printer settings
Keep your forms current
Don’t overtax your system by opening too many forms at once
View our User Guide or Support Site 24/7
Set up your renewal reminder
Back up your user database
A great and easy way to contact us
Manually fill and print a form: If you want to open a blank form, fill it manually and print it, then this video is for you! view video now.
Create a client to act as a folder for a client’s contact information
Creating a client to act as a folder for a client's contact information: The Clients window is where you can store a client's name and contact information, and view all of the forms, matter pages and packages that you have created for a specific client. view video now.
Create a matter page to store information about your client that will autofill forms
Create a matter page to store information about your client that will autofil forms: Matter pages are used to store all of your client's detailed data. You can use these for easy reference as well as to autofill forms. This video will walk you through creating a Matter Page. view video now.
Enter your draft by information
Enter your draft by information: The Draft By section stores important Draft By information about those in your firm. You can use these for easy reference as well as to autofill forms. This video will walk you through setting up your Draft By section. view video now.
Using the autofill feature
Using the autofill feature: Your time is precious, so use all of the above to bring it all together and easily autofill a number of forms for a specific client to save you time. view video now.
Set up your Favorites screen for Clients and Forms
Setup your favorites screen to quickly access clients and forms: Would you prefer to see a list of forms that you use often and/or a list of your Clients that currently active? You can. Simply set up your Favorites window. view video now.
Name your saved matter pages and clients properly
Naming your saved matter pages and clients properly: Leave no document, matter page or client unnamed. Unlike saving documents in a word processing program, each of these items bears the default name until you change them. We suggest that you use a client’s name, court file number or even office billing number. view video now.
Get to know the main toolbar - it'll save you time and clicks
Get to know the main toolbar - it'll save you time and clicks: As you may know, there are multiple ways to do things in M/Docs II – and using the Toolbar is a great way to get around in the software. The main toolbar can always be found directly below the menu bar regardless of which screen you have open. For an overview of each of the buttons, view the video. view video now.
Use the search tools to find almost anything
Use the Search tools to find almost anything: Can’t remember what you named something and need to find it quickly? Need a specific form? Looking for something client specific? This video shows you how to quickly and effectively use the search feature. view video now.
Assign forms to a particular client after they've been created: At times you may create one or more forms without having the right name for the client or before you have the time to create the client. Now you find you have a long list of forms under the listing of “No Client”. Don’t worry – you can easily move those forms to the right client’s tab without re-creating them. view video now.
Adjust your default printer settings
Adjust your default printer settings: You may prefer to use a printer for your legal forms that is different from the printer you use to print other documents – or you may wish to choose a page range when printing. By default, M/Docs II is set to send your print job directly to your printer; if you wish to change printers or set page ranges, view the video to take control of your printer. view video now.
Keep your forms current: Make sure you are using the most current database of forms. Get in the habit of checking for updates regularly (we suggest at least every couple of weeks). view video now.
Don’t overtax your system by opening too many forms at once: Multitasking takes a lot of brain power—for you and for computers. Opening a number of forms at once is an example of computer multitasking. Watch the video to see what we mean. view video now.
View our User Guide or Support Site 24/7
View our user guide or support site 24/7: If you are working after hours and have a question about using the software, open the M/Docs II Overview or visit our Support Site, 24/7. view video now.
Set up your renewal reminder
Set up your renewal reminder: Surprises are only nice for some things. Being surprised by a message stating that you have “No active subscriptions” is not one of those things. Don’t worry, all that it means is that it’s time to reactivate your software, which is done yearly. Watch the video to learn how to set up your subscription Renewal Reminder. view video now.
Back up your user database
Back up your user database: Don’t lose all your hard work! If you are not working on a network that is being regularly backed up by you or an IT person, you should create a backup of the M/Docs II User Database. Backing up on a regular basis will help you avoid losing your form data should your hardware malfunction. view video now.
A great and easy way to contact us: A great and easy way to contact us is to use the built-in Contact Us feature. view video now.