Document Management

excel tables

Harness the Power of Tables in Excel

Quick tips from Affinity Consulting's how-to manual "Microsoft Excel for Legal Professionals."

Danielle DavisRoe - May 13, 2022
microsoft word styles

Four Steps to Taking Control of Your Document Formatting With Microsoft Word Styles

Follow these four steps to take control of Word styles and remedy its document formatting quirks.

Danielle DavisRoe - April 29, 2022
microsoft word autocorrect

Tricks for Using Microsoft Word AutoCorrect to Speed Up Legal Document Drafting

How to quickly "undo" AutoCorrect errors and customize your Word AutoCorrect entries list to make drafting much faster.

Danielle DavisRoe - November 9, 2021
client intake checklist

The Only Client Intake Checklist You’ll Ever Need

Lawmatics Client Intake Checklist | The client intake process is one of the most time-consuming parts of being a lawyer. Here's how to streamline the process.

Lawmatics - October 27, 2021
adobe sign

Take Advantage of Adobe Sign for Collecting Digital Signatures

Whether you’re just now jumping on the digital signature wagon or you’re looking to consolidate your subscriptions, Adobe Sign may be the answer.

Danielle DavisRoe - October 6, 2021
microsoft word read aloud

Tricks for Reading Documents in Microsoft Word

Microsoft Office 365 subscribers have access to some new features — including Read Aloud and Immersive Reading — that make reading easier.

Danielle DavisRoe - July 29, 2021
client portal for law firms

Client Portals: A Must-Have Service for Today’s Law Firms

Jim Calloway | Beyond secure document sharing, client portals can serve as your "virtual lobby."

Jim Calloway - June 4, 2021
multilevel paragraph numbering

How to Master Multilevel Paragraph Numbering in Microsoft Word for Mac

Take some stress out of setting up multilevel paragraph numbering schemes in complex documents, from Affinity Consulting's "Microsoft Word for Mac for Legal Professionals."

Danielle DavisRoe - May 25, 2021
Adobe Acrobat DC

What’s New in Adobe Acrobat DC

Here's a quick rundown of key features added to Acrobat DC in the past year, adapted from Affinity Consulting's guide "Adobe Acrobat for Legal Professionals."

Danielle DavisRoe - April 15, 2021
audit trail

How to Use the Audit Trail in Worldox

How to extract the information you need using Worldox's user audit trail and administrative audit trail.

Danielle DavisRoe - April 9, 2021
envelope

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