HiPerSoft has developed the Document Management System Module which allows you to gather, review, and retrieve all of your case file documents. The system can manage all types of documents irrespective of the program used to create the documents. With the Document Management System you can store text documents (MS Word, WordPerfect, and Adobe Acrobat), images (photographs and scanned documents), and even movies!

The New Document Tracker provides a way to track the sending and receipt of important documents.  For example, use the Document Tracker to track a letter that requires a signature, to followup on requests for copies of records and reports, and to track the service of documents on opposing counsel. The Document Tracker is integrated with the new Form Generator, so that documents can be automatically tracked without any further action by the user.

Document Tracker
(Click image to enlarge)

Assign Documents to Cases

Linking documents to your cases has never been this easy. Documents can be assigned individually, but can also be assigned in groups by choosing a client folder. In fact, you can choose up to 30 folders for each client from which to assign documents. You only have to select client document folders one time, after which the Document Management System will update the assigned documents with the click of a button. And built in error checking will alert you when a selected folder is empty, or when a selected folder does not exist anymore (ie., has been deleted or moved).

Retrieve Documents

Once case documents have been assigned, they can be viewed and quickly opened. The document Detail View provides information including the date and time of creation and modification, the file size, file type, and the staff member who assigned the document. Any document can be opened by using the "Open" button next to the document. When the "Open" button is used, the document will be retrieved and displayed in its native application (ex., a WordPerfect document will be opened and displayed in WordPerfect and a PDF document will be opened and displayed in Adobe Acrobat).

 Filter Document List

Documents can be filtered for viewing purposes by the folder in which they are stored. By using the checkboxes in the filter, you can make it easier to find the document you are looking for by limiting the list of documents to a particular folder. For example, you may want to keep all photographs and image files in a folder called "Photos" so they are easy to locate using the filter.

Document Filter for DMS
(Click image to enlarge)