Letter Generator

Quickly generate original template customized letters, which eliminates problems with inconsistencies between users. And, eliminates document corruption from reusing old documents.

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Fax Generator

Easily generate faxes and have the program populate the specific fields for you from our ContaX button which immediately gives you access to all your contact information.

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Memo Generator

Quickly generate internal or external Memos based on your firm's letterhead and template preferences. This ensures firm-wide consistency and also give you tools for using your contacts for the recipient and cc's.

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Meta-Data Removal

The Remove Meta-Data tool provides a means to prepare your Word documents to be safely transmitted to others.

Word documents contain a wealth of information that is hidden from easy view. This information includes valuable and confidential specifications about those who have created and modified the document, as well as information about your computer and its environment. This tool removes this information and thus limits how others might exploit information from your documents.

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Clean Document

The WordTricks Clean Document feature cleans out virtually all of the "excess baggage" that Word documents seem to collect along their way.

This is an invaluable tool for firms with WordPerfect legacy documents, or who send and receive documents via email.

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Contacts Manager

A central part of WordTricks is its powerful and easy-to-use Contact Manager. ContaX provides a consistent and fast way to get your contact information from your primary Contact Manager (Like Outlook, Interaction, Metz Phones, Contact Ease, Goldmine and GroupWise) into your letters, memos, faxes, envelopes and any other documents.

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Firm Styles

A centralized Word paragraph styles management system that gives you the consistency you need, but completely frees your support staff from having to manage users' "Normal.dot" templates.

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Page Numbering

The Page Numbering feature for WordTricks can assist Word users with creating common styles of page numbering in your documents. Users may choose the type of number and surrounding characters appropriate for your document. Users may optionally choose to apply numbering to all sections of the document, or to automatically create a section at the insertion point.

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Draft/Final

The Draft Stamp feature simplifies the process of making a document version draft or final. This makes the Draft Stamp a powerful tool in performing several steps at one time. Such as Adding or Removing a Draft Stamp, Hiding Notations, Switching Paper Trays, and Converting Date Codes.

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Doc ID Footer/Trailer

WordTricks provides several ways to identify documents within the document itself. The document ID can be inserted or modified at any time. The document ID includes the document name (or document number*) and a number or code to identify the matter/project/property.

(*Integrates will all major Document Management Systems.)
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Signature Block

The Signature Block can be inserted into any Word document at the insertion point. Click the Details Button for more options such as three signature styles to choose from, title inclusion and initial inclusion.

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Date Insert

By choosing the Date Type, the user has the options listed below. By placing the cursor in the document where the date is to be inserted, choose from one of the following formats:

Code: ________ day of May, 2006 (updates automatically each time the document is reopened).
Text: May 9, 2006 (remains the same each time document is reopened).
Legal Text: 9th day of May, 2006 (remains the same each time document is reopened).
Legal Code: ________ day of May, 2006 (updates automatically each time the document is reopened).
Month/Year: May, 2006 (code that updates automatically each time the document is reopened).
Year Code: 2006 (code that updates automatically each time the document is reopened).

(Click the link or screen-shot to see the help-page for this feature.)

Bates Stamp Labels

Quickly create Bates Labels (sequentially numbered) for several Avery Label templates. Optionally include prefixes and suffixes as well as controlling the starting and ending numbers, number of pages and number of digits.

Want to count vertically or horizontally, align left, right, top, center? No problem!

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Formatting Tools

WordTricks offers a variety of indenting tools to ease the production and editing of documents without breaching the intended paragraph, or worse, the entire document.

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Special Symbols

Professional writers use a number of special symbols not found on a standard keyboard. Native Word methods, to insert symbols from a list, force the user to maneuver several steps. WordTricks simplifies the process of inserting symbols and makes it keystroke accessible.

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Litigation Tools

• Quickly add a Bar / Certificate number to pleadings or briefs.
• Create Certificates of Service with a few clicks and avoid recopying from old documents.
• Handy Notary, Witness and Jurat text blocks.
• Centrally managed Firm-Wide auto text entries for common litigation phrasing.
  
  (Click the link or screen-shot to see the help-page for this feature.)

FingerTip Forms

Fingertip Forms provide an easy way to use your firm's templates for envelopes, labels, and documents. And it provides (automatically) the ability to merge these with your contacts.

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QlickForms

Finally! A logical and approachable way to manage and use your "Form" documents. They can be simple text documents that just need to be organized and protected, or automated and assembled from many separate pieces.

QlickForms allows you to "start simple" and quickly grow to highly productive forms use.

It is so easy to use that even non-technical staff will quickly be adding and using their own forms instead that old grind of: Searching - Copying - Pasting - Replacing Names.

(Click the link or screen-shot to see the help-page for this feature.)

QlickFill

Ever wish you had an easy way to just create prompts that you can drag and drop into your form or document?

QlickFill is just that! Create "instant" fill-in-the-blank forms and documents. The end user just fills in the answers, and they are instantly populated throughout the document. And the answers stay with the document so that they can be changed at any time.

Want more? QlickFill can also link to any Access or SQL database. So documents can quickly be created from your existing data.

And did we mention that it is also linked to your contacts? And all of the WordTricks data tables as well?

(Click the link or screen-shot to see the help-page for this feature.)